Introduction

Discover how the power of IdentityCheck can enhance your experience with Luna, a premier sales tool designed to streamline outbound sales efforts in mere minutes. Visit Luna’s homepage to learn more about its core features like automated outreach, personalized communication, and smart sales insights. Luna‚Äôs mission is to help teams focus on selling rather than administrative tasks, and with IdentityCheck integrated, you can ensure seamless, secure ID verification for every client interaction.

Why Connect IdentityCheck to Luna

Integrating IdentityCheck with Luna delivers value by enhancing your sales workflow with robust identity verification tools. Here’s how it benefits you:

• Streamlined Verification Process: Quickly and easily verify identity during client onboarding without disrupting sales flow.
• Enhanced Security: Ensure compliance with KYC requirements, protecting both your business and clients.
• Time Efficiency: Automate repetitive identity check tasks, allowing your sales team to focus on closing deals.

See how IdentityCheck transformed processes by reading the Guardian Tax Solutions case study, exemplifying a dramatic reduction in onboarding times and improved client management capabilities.

Setting Up the Integration

1. Log in to your Luna account and navigate to the integrations tab.
2. Search for IdentityCheck in the integration marketplace.
3. Click on the “Connect” button to begin the integration process.
4. Authenticate the connection by entering your IdentityCheck credentials.
5. Configure your ID verification preferences in Luna as per your business needs.
6. Save the configuration, and start using the integrated features immediately.

How It Works in Luna

Once integrated, initiate an ID verification directly from a client’s profile in Luna. For instance, when contacting a new lead, use Luna’s smart sales insights to target communications and verify identity simultaneously. This real-time KYC check ensures only verified prospects are in your sales pipeline, maintaining data integrity and client trust.

Frequently Asked Questions

• Where is my data stored? Luna and IdentityCheck adhere to stringent data protection policies, ensuring your data is securely stored and compliant with relevant regulations.
• Can the integration be customized? Yes, you can customize verification settings to match your business processes and industry requirements.
• What if the identity check is incomplete? You will receive alerts in Luna to take corrective action, ensuring every potential customer is validated thoroughly.

In Summary

The synergy between IdentityCheck and Luna empowers sales teams to work smarter, not harder. By integrating robust ID verification into your sales process, you ensure that every step aligns with compliance and security, letting your team focus on what they do best: selling.