Introduction

Survey Booker serves as an indispensable CRM system designed specifically for surveyors aiming to grow sales, save time, and manage clients more efficiently. Adding IdentityCheck to this toolkit elevates the user experience by streamlining ID verification and reducing friction in onboarding processes. The integration of IdentityCheck offers unmatched precision in identity checks, ensuring smoother operations for Survey Booker users.

Why Connect IdentityCheck to Survey Booker

Integrating IdentityCheck into Survey Booker transforms customer onboarding, enabling faster and more reliable identity verifications with minimal effort. Surveyors can perform comprehensive KYC checks, minimizing fraudulent activities and ensuring compliance with industry standards. In one example, Guardian Tax Solutions reduced their onboarding time by 90% through the use of IdentityCheck, demonstrating its effectiveness in optimizing customer workflows.

For surveyors, managing multiple clients effortlessly is crucial. IdentityCheck facilitates a quick and automated identity validation process, allowing surveyors to focus on delivering quality services without delay. Enhanced verification processes mean better client relationships, improved service delivery, and stronger organizational reputation.

Setting Up the Integration

1. Log into your Survey Booker account.
2. Navigate to the integrations section in the settings menu.
3. Find IdentityCheck from the list of available integrations and click “Connect”.
4. Follow the on-screen prompts to authorize and authenticate the integration.
5. Configure your ID verification settings to tailor the process to your operational needs.
6. Finalize by clicking “Save” to complete the setup.

How It Works in Survey Booker

Once integrated, IdentityCheck becomes a seamless part of the Survey Booker experience. For instance, a surveyor initiating a client relationship can trigger an ID verification during initial contact, automating the KYC check straight from within the Survey Booker app. This ensures that each new client is securely verified before business proceedings advance, creating a streamlined and secure onboarding journey.

Frequently Asked Questions

Where is my data stored?
Your data is securely stored in compliance with all international data protection regulations, ensuring both safety and privacy.

Can I customize the verification message?
Yes, you can personalize the verification message to align with your brand voice and communication style.

What if someone doesn’t complete the ID check?
Survey Booker automatically flags incomplete checks for review, allowing you to follow up as needed.

Secure, Simple ID Checks Built In

Incorporating IdentityCheck into Survey Booker equips surveyors with a powerful tool for efficient, accurate identity verification, enhancing the overall client management process. Whether it’s saving time on onboarding or ensuring robust compliance measures, this integration serves as a strategic asset in your business toolkit.