Introduction

Better Agency is a sophisticated CRM Marketing Automation Tool designed specifically for insurance agencies, streamlining communication and client management like never before. By integrating IdentityCheck, users can enhance security effortlessly, adding seamless ID verification capabilities to the platform. This integration supports the intricate needs of insurance operations, ensuring robust compliance and efficient client onboarding.

Why Connect IdentityCheck to Better Agency

Integrating IdentityCheck with Better Agency offers significant advantages, especially for insurance professionals focused on streamlining their client interactions and KYC checks. The integration simplifies identity verification processes, reducing the time spent on manual checks and enabling quick and reliable compliance. In one example, Guardian Tax Solutions benefited from cutting onboarding times by an impressive 90%, showcasing the real-world effectiveness of this functionality in managing client data efficiently.

For insurance agencies navigating a competitive market, seamless fraud reduction through rigorous ID checks ensures enhanced security and trust. Additionally, automating these processes not only protects client information but also enhances the agency’s reputation by consistently exceeding clients’ expectations.

Setting Up the Integration

1. Log in to your Better Agency account and navigate to the ‘Integrations’ section.
2. Search for IdentityCheck in the available integrations list.
3. Click ‘Connect’ to start the setup process.
4. Authorize IdentityCheck by following the prompted authorization steps.
5. Configure your ID verification settings as per your agency’s requirements.
6. Save the configuration to enable the integration.

How It Works in Better Agency

Within Better Agency, IdentityCheck operates as an intuitive verification tool embedded into client profiles. When an agent adds a new client, IdentityCheck prompts an ID verification request that the client completes via a secure link. For example, an agent confirming a policyholder’s identity before issuing a policy can quickly verify identity without ever leaving the Better Agency dashboard. This seamless process ensures that all verification and KYC requirements are met without interrupting workflow.

Frequently Asked Questions

• Where is my data stored? IdentityCheck ensures that all data is securely stored in compliance with GDPR and other relevant data protection regulations.
• Can I customize the verification message? Yes, you can tailor the verification messages to match your agency’s branding and tone.
• What if someone doesn’t complete the ID check? Automated reminders can be set, or manual follow-ups can be initiated within Better Agency.

Secure, Simple ID Checks Built In

Incorporating IdentityCheck into Better Agency not only reinforces security but also optimizes client interactions through swift and effective identity verification solutions. Whether it’s compliantly onboarding new clients or ensuring robust fraud prevention, IdentityCheck simplifies complex processes, empowering insurance agencies to focus on delivering superior service.