Introduction

Discover the seamless integration of IdentityCheck with EASI’R, the sales enablement platform designed to help dealerships and salespeople convert opportunities into unparalleled sales successes. With its mission to enhance sales efficiency, EASI’R offers a suite of core features including customer relationship management, lead nurturing, and performance analytics. IdentityCheck adds an additional layer of value by providing robust ID verification capabilities, ensuring compliance and reducing transaction risk through comprehensive identity checks.

Why Connect IdentityCheck to EASI’R

Integrating IdentityCheck with EASI’R allows you to streamline your sales processes with enhanced security and compliance. By using automated KYC checks, you can confidently verify identities, reducing onboarding time and enhancing customer trust. A perfect example of this can be found in the case study from Guardian Tax Solutions, where IdentityCheck reduced onboarding time by 90%. Elevate your sales team’s effectiveness while mitigating risk in client acquisition processes.

Setting Up the Integration

1. Log in to your EASI’R account.
2. Navigate to the “Integrations” section from the main dashboard.
3. Select “IdentityCheck” from the list of available integrations.
4. Authenticate using your IdentityCheck credentials.
5. Configure the settings to match your business requirements.
6. Test the integration with a sample client profile to ensure smooth operation.

How It Works in EASI’R

Once integrated, you can effortlessly conduct identity checks directly within EASI’R’s interface. For example, when adding a new lead, you can initiate an ID verification with a single click, ensuring compliance before proceeding with any sales interactions. The results are immediately available, streamlining workflows and improving response times.

Frequently Asked Questions

• Where is the verification data stored? All data is securely stored following industry-standard encryption practices, ensuring your customer information remains protected.
• Can we customize the ID verification process? Yes, the settings can be tailored to meet your specific compliance and operational needs.
• What happens if an ID verification is incomplete? Incomplete checks can be automatically flagged for follow-up, allowing your team to take necessary actions promptly.

Final Thoughts

Integrating IdentityCheck with EASI’R elevates your sales operations by embedding essential identity verification processes directly into your workflow. Benefit from enhanced compliance, quicker client onboarding, and improved conversion rates. By adopting this integration, you’ll empower your team with tools that ensure both efficiency and security in every transaction.