Introduction

Welcome to the seamless integration of IdentityCheck with Business Pilot, the comprehensive cloud-based ERP/CRM system designed to drive profits in your business. Known for its mission to provide tools that effectively manage your business, Business Pilot’s core features include scheduling, financial management, and customer relationship management. By integrating IdentityCheck, you enhance these capabilities with customized ID verification solutions, making your business operations more secure and streamlined.

Why Connect IdentityCheck to Business Pilot

Connecting IdentityCheck to Business Pilot offers powerful advantages for fitting and installation companies. Firstly, it ensures rapid and compliant KYC checks, reducing administrative overheads significantly. Secondly, it bolsters customer security by seamlessly verifying identity at every stage of the customer journey. Finally, it optimizes the onboarding process, cutting down time and associated costs. As demonstrated in our case study, Guardian Tax Solutions reduced onboarding time by 90%, showcasing the incredible efficiency possibilities when you deploy IdentityCheck in your operations.

Setting Up the Integration

1. Log in to your Business Pilot account and navigate to the integrations tab.
2. Select ‘IdentityCheck’ from the available integrations list.
3. Follow the prompts to authorize IdentityCheck, using your administrator credentials for authentication.
4. Configure your identity verification parameters to match your business needs.
5. Test the integration to ensure all components are functioning as intended.
6. Deploy the integration across your team, offering training if necessary.

How It Works in Business Pilot

Once integrated, IdentityCheck operates seamlessly within Business Pilot. For example, as soon as a client books a fitting service, an automatic KYC check is triggered. It verifies identity using the client’s provided information, updating their profile within Business Pilot. This results in a more secure transaction providing peace of mind for both the customer and your business.

Frequently Asked Questions

• How is data stored in IdentityCheck? All data is securely stored according to industry standards, ensuring confidentiality and compliance with data protection regulations.
• Can I customize the ID verification process? Yes, IdentityCheck allows for extensive customization to suit your specific business verification needs.
• What happens if an identity check is incomplete? The system will alert you to take manual action, ensuring you maintain control over all verification processes.

Final Thoughts

Integrating IdentityCheck into Business Pilot revolutionizes your business’s ability to perform quick and compliant ID verifications. By improving efficiency and security, this integration allows fitting and installation companies to achieve greater customer satisfaction and profitability. Experience the future of business management with IdentityCheck in Business Pilot.