Client Identification

FULLY CUSTOMIZABLE & SIMPLE FORM

We will add your business card or photo and company name to the header. 

 

Notifications can be sent to multiple emails simultaneously to notify other agents or brokers as well.

FILL IN THE FOLLOWING*:

Client First Name

Client Last Name

Client Email Address

Client Phone

Click "Agent Submit"

You will automatically receive an email with the attached information provided.

Your client will automatically receive the email below, indicating that they need to submit their ID.

*You may choose to enter all information yourself.

CLIENT EMAIL

The client will receive a professional email notification with your photo or business card attached.

They will be notified that company policy requires all clients to submit identification.

The client will be prompted to click on the

"Client Identification" 

link.

CLIENT VIEW

The client will already see their name, email, and phone information filled in, which they can edit if needed.

The client can click on the blue button to open their camera and take a picture of their photo ID with their phone, or use it to upload a photo of their ID from their computer.

If the client has a vehicle, they will be prompted to provide the following vehicle information:

Year

Make

Model

License Plate

The following email will automatically appear in all of the email addresses you have designated:

Contact Us Now To Schedule Your Training Program

EMAIL

PHONE

877-217-SAFE

© 2020 Safe Insight

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877-217-7233