Introduction

Great AEP is your go-to solution for automated scheduling specifically designed to optimize efficiency for insurance agents. With its mission to revolutionize tasks that traditionally consume time and resources, Great AEP offers features like real-time appointment management, client information tracking, and seamless integration capabilities. IdentityCheck further enhances these capabilities by providing robust ID verification functionalities. This integration ensures that every engagement is secure and compliant, giving you peace of mind while you focus on building relationships with clients.

Why Connect IdentityCheck to Great AEP

Integrating IdentityCheck with Great AEP enhances your customer interactions by ensuring seamless identity verification processes. IdentityCheck’s precise KYC checks layer on value by reducing the risk of fraudulent activities and expediting the onboarding of clients. This combination not only streamlines operations but also builds trust and credibility with your clientele.

For instance, an integration with IdentityCheck helped Wardle Partners achieve a 5-10x ROI, saving 30 minutes per client and significantly reducing costs by 50%—a testament to the efficiency and cost-effectiveness of this robust identity verification tool.

Setting Up the Integration

1. Log in to your Great AEP account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click ‘Connect’ and follow the prompted steps to authorize access.
4. Configure the specific ID verification settings to suit your business needs.
5. Complete a test run to ensure everything functions smoothly.
6. Save your settings and begin using IdentityCheck in Great AEP.

How It Works in Great AEP

Once integrated, completing an identity check in Great AEP becomes a seamless part of your workflow. As you schedule a new client meeting, you’ll have the option to initiate a KYC check right within the app. Clients receive a prompt to verify identity, aiding in authenticating their details before their appointment. This improves both security and efficiency, allowing for effective preparation.

Frequently Asked Questions

How is my data stored?
Your data is securely stored in compliance with industry standards and only used for identity verification purposes.

Can I customize the ID verification process?
Yes, you can tailor verification settings to fit the specific requirements of your agency and your clientele.

What if an identity check is incomplete?
Our support team is available to assist, and you can promptly request a reattempt within the platform.

Final Thoughts

Integrating IdentityCheck with Great AEP positions your agency at the forefront of operational efficiency and client trust. Enjoy the seamless experience of automated scheduling paired with reliable identity authentication for all client interactions. Make each engagement secure and successful.