Introduction

SALT is a digital insurance platform designed for independent insurance agents, streamlining their workflow and enhancing client management. When integrated with IdentityCheck, SALT users can effortlessly streamline identity verification processes, ensuring secure and compliant operations. This integration benefits agents by reducing onboarding times and enhancing the client experience.

Why Connect IdentityCheck to SALT

Connecting IdentityCheck to SALT brings several advantages to independent insurance agents. It simplifies the client onboarding process with seamless ID verification, ensuring compliance with industry standards. IdentityCheck helps prevent fraud by rigorously verifying client identities.

In one example, Guardian Tax Solutions reduced their onboarding time by 90% after implementing IdentityCheck, showcasing the powerful efficiency gains possible with this integration.

Setting Up the Integration

1. Log in to your SALT account.
2. Navigate to the Integrations section in the settings menu.
3. Select IdentityCheck from the list of available integrations.
4. Follow the on-screen instructions to authorize the connection between SALT and IdentityCheck.
5. Configure your preferred ID verification settings within IdentityCheck.
6. Complete the setup by saving changes.

How It Works in SALT

Once integrated, IdentityCheck operates seamlessly within SALT. For instance, when initiating a new client onboarding, an automated identity verification request is sent, allowing clients to swiftly upload necessary documents. This ensures insurance agents quickly verify identities without interrupting their workflow, thus maintaining efficiency and security.

Frequently Asked Questions

• Where is my data stored? All data is securely stored and managed following industry regulations to guarantee privacy and protection.
• Can I customize the verification message? Yes, the verification message can be tailored to suit your brand’s communication style.
• What if someone doesn’t complete the ID check? You can set up automated reminders or follow-up actions to ensure completion.

In Summary

Integrating IdentityCheck with SALT empowers insurance agents with a robust ID verification tool directly within their workflow. Enhancing compliance and reducing fraud risk, this integration not only simplifies the onboarding process but also elevates client trust and operational efficiency. Experience the smart way to verify identities in SALT today.