Credit monitoring service
Credit Checker is the most well-known Salesforce native tool that automates the credit reporting workflow. It is developed by Cloud Maven, Inc., a Salesforce-certified ISV Partner and the recipient of the 2021 Salesforce Partner Innovation Award. Insurance companies frequently check credit reports as part of the underwriting process. Because they are not subject to human error, automated credit decisions are more accurate than manual ones. However, many organizations are hesitant to implement automation due to a lack of knowledge or a large investment. They are looking for a tool that is both simple and inexpensive.
Try Credit Checker. It is easy to use and Credit Checker assists insurance companies in automating the entire process, such as pulling credit reports using any object, scheduling report pulls and making rule-based decisions. It eliminates the need for human involvement, saving both cost and time. They can quickly obtain Experian, Equifax, and TransUnion reports to learn more about the applicant. Experian-Precise ID, OFAC reports, employment information, driving license, LnJ data, and credit histories can be used to assess an applicant’s creditworthiness and ensure that all regulatory requirements are met. It also provides instant access to FICO and Vantage scores. The app includes a fully customizable and user-friendly profiling dashboard. This aids in the interpretation and monitoring of profiles. They can also use the dashboard to sort profiles based on the applicant’s credit score, the debt amount, name, employment status, or other credit information. The app enables simple and scalable Salesforce integration in your workflow as a credit bureau connection API form. This app is available on Salesforce AppExchange for a free 30-day trial. Send an email to info@cloudmaveninc.com for any queries. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to learn more.
