DTS Verify is a subscription service that has partnered with Redtail CRM to allow you to rapidly confirm the identity of a client. While on the phone with your client, it can be difficult to confirm his identity by voice or by facts that he knows. Fear not—it can be easier.
DTS Verify is software that automates the process of sending verification codes to clients. The result is a safer business and relieved clients. The system includes an intuitive interface and one-click send for verification codes. The codes go to a selected number from the CRM database.
Confirming that you aren’t placing you, your business and your reputation at risk is a vital part of today’s business world. Using DTS Verify, you can corroborate the identity of your clients at top speed.
With increasingly alarming reports of identity theft in the news every day, eliminating security vulnerabilities is a priority. We all need to stay vigilant to protect client information. By utilizing an extra easy two-factor authentication method, our verify technology allows you to confirm the identity of your customers before taking action.
DTS Verify gives users:
When you deem it necessary to confirm a customer’s identity, just search for the client’s name in the DTS Verify search box and then click the ‘verify’ button. Your client will immediately receive a verification code through the desired phone number on file. Each client will then confirm his identity by returning the code to you.
After you login, just follow these steps: