Support Identity Verification By Using Flows

Quickly verify callers and producers by using prebuilt flows.

SEE ALSO

• How Identity Verification Works in Insurance

• Verify the Identities of Your Caller and Producer
  Use the prebuilt Insurance: Verify Caller and Producer flow to verify the identity of unregistered callers based on the details they provide with the existing CRM data.
• Verify the Identity of Your Insurance Producer
  To verify the identity of inbound-calling insurance brokers based on the details they provide with the existing CRM data, use the prebuilt Insurance: Verify Producer Identity flow.