Introduction

Discover seamless integration with Usherpa, the ultimate marketing CRM designed for sales professionals to effortlessly save time, maximize referrals, and automate marketing. As a leader in delivering ease-of-use, Usherpa’s mission is to empower agents with intuitive tools. By integrating IdentityCheck, Usherpa’s capabilities are expanded by providing robust ID verification mechanisms, ensuring that user interactions remain secure and compliant with industry standards.

Why Connect IdentityCheck to Usherpa

Integrating IdentityCheck with Usherpa enhances Usherpa’s core features by adding an efficient ID verification layer that bolsters user trust and compliance. Key benefits include:

• Enhanced Security: IdentityCheck implements industry-leading KYC checks that seamlessly integrate within Usherpa’s interface, safeguarding customer interactions.
• Time-saving Automation: Utilize automatic identity checks to streamline customer onboarding processes, allowing sales professionals to focus on building relationships.
• Cost Efficiency: Realize significant cost savings by reducing manual verification processes.

See how this powerful integration worked wonders in an advisory consulting setting through our Fullstack Advisory case study.

Setting Up the Integration

1. Log into your Usherpa account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Authorize the connection by verifying your IdentityCheck credentials.
4. Configure the settings to align with your specific ID verification needs.
5. Activate the integration and test with a dummy client to ensure seamless operation.

How It Works in Usherpa

Once integrated, IdentityCheck automates the identity verification process in Usherpa. For instance, when a new client fills out an information form, the system initiates a KYC check in real-time, confirming their ID seamlessly before any further engagement.

Frequently Asked Questions

• How is data stored during the ID verification process?
  All identity data is encrypted and securely stored following industry regulations to ensure privacy and compliance.
• Can the integration be customized?
  Yes, both IdentityCheck and Usherpa offer flexible customization options to tailor the user experience according to your specific requirements.
• What if an identity check is incomplete?
  In such cases, the system provides alerts and guidance on steps required to ensure verification completion, maintaining workflow integrity.

Final Thoughts

By integrating IdentityCheck with Usherpa, sales professionals can enhance their workflow efficiency with secure ID verification. It brings together Usherpa’s ingenious automation with IdentityCheck’s robust verification, setting the stage for improved client onboarding and seamless operations.