Integrating IdentityCheck with Fresh Proposals

Visit Fresh Proposals to explore their powerful proposal management software designed to streamline the creation, tracking, and signing of proposals. As their mission emphasizes seamless proposal execution, integrating IdentityCheck adds a crucial layer of ID verification, enhancing the security and authenticity of every transaction.

Why Connect IdentityCheck to Fresh Proposals

Integrating IdentityCheck with Fresh Proposals empowers users by streamlining the identity verification process, ensuring each proposal is backed by secure and reliable ID checks. This integration not only boosts compliance with regulatory standards but also accelerates the signing experience, allowing your clients to verify identity quickly and securely. As highlighted in the Wardle Partners case study, firms are seeing substantial ROI improvements while saving significant time per client.

Setting Up the Integration

1. Log into your Fresh Proposals account.
2. Navigate to the integrations section in your dashboard settings.
3. Find IdentityCheck under available integrations and click “Connect.”
4. Authorize Fresh Proposals to access your IdentityCheck account.
5. Follow the on-screen prompts to complete the integration setup.
6. Test the integration by sending a sample proposal with ID verification.

How It Works in Fresh Proposals

Once integrated, every proposal sent through Fresh Proposals can include a streamlined identity check process. For instance, before a client signs a proposal, IdentityCheck prompts them to complete an ID verification step, ensuring you meet KYC check requirements automatically. This reduces friction in the proposal acceptance workflow, facilitating faster sign-offs and enhancing client trust.

Frequently Asked Questions

Where is the data from ID verification stored?

All data collected during the ID verification process is stored securely within IdentityCheck’s encrypted systems, ensuring compliance with privacy standards.

Can I customize the ID verification process?

Yes, IdentityCheck offers customizable verification workflows to match your specific business requirements.

What happens if the ID check is incomplete?

If an ID check is incomplete, the proposal remains in a pending status, allowing you to follow up with the client for additional information or resubmission.

Final Thoughts

By integrating IdentityCheck with Fresh Proposals, you can enhance the reliability and security of your proposal management process while ensuring smooth client interactions. Whether safeguarding compliance or speeding up sign-offs, this integration provides a seamless solution for modern businesses.