Commercial Investigations Webinar: Portal & Electronic Consent Form

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Learn about the benefits of using Commercial Investigation's Portal & Electronic Consent form for more convenience in processing your background check requests.

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Commercial Investigations Webinar: Portal & Electronic Consent Form

  1. 1. CI Webinar Series 05/22/2014
  2. 2. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com About Courtney Courtney Caola - Client Services Specialist  Joined Commercial Investigations LLC in December 2013  Masters Degree from John Jay  6 years working as an Investigator with the Federal Government conducting background investigations  Total of 12 years working with government agencies in various roles  Contact: 800-284-0906 Ext. 214 courtneycaola@commercialinvestigationsllc.com
  3. 3. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com About Lynn Lynn Migliore- Business Development  Joined Commercial Investigations LLC in October 2013  6 years experience with inside/outside sales  Total of 15 years experience with administrative and customer service  Contact: 800-284-0906 Ext. 216 lynnmigliore@commercialinvestigationsllc.com
  4. 4. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com About Us  Commercial Investigations LLC (CI) is a certified woman owned enterprise and NYS licensed private investigative agency  Our mission is to provide background investigations with industry leading services through creative solutions – one client at a time  Our vision is to be the most innovative and educational background investigations partner.
  5. 5. Commercial Investigations LLC www.commercialinvestigationsllc.com Webinar Series: CI Portal/Electronic Consent Form Presenters: Courtney Caola & Lynn Migliore What is a CI Portal/Electronic Consent Form: This is a highly secure co-banded portal and an electronically signed consent form that the subject uses to enter their personal data and authorizes your organization to run a background investigation. Important Documents Required:  FCRA Notice  Article 23-A Notice (In New York Only)
  6. 6. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  7. 7. Commercial Investigations LLC www.commercialinvestigationsllc.com Webinar Series: CI Portal/Electronic Consent Form  CI creates a customized co-branded page portal/electronic consent form  Organization is provided with a unique URL address for potential subjects  Subject enters URL: www.commercialinvestigationsllc.com/co.name  Subject enters personal data and receives information on all compliance laws that must be followed when completing a background investigation  Subject signs and submits information
  8. 8. Commercial Investigations LLC www.commercialinvestigationsllc.com Webinar Series: CI Portal/Electronic Consent Form
  9. 9. Commercial Investigations LLC www.commercialinvestigationsllc.com Webinar Series: CI Portal/Electronic Consent Form
  10. 10. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  11. 11. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  12. 12. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  13. 13. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  14. 14. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  15. 15. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  16. 16. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  17. 17. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  18. 18. Commercial Investigations LLC www.commercialinvestigationsllc.com Webinar Series: CI Portal/Electronic Consent Form Benefits:  Eliminates the Organizations Data Entry  Eliminates Hard Copy Consent Forms  Subject Enters Personal Information  Reduces Duplication  Time Management  Protects Sensitive Data  Ensures Compliance with FCRA
  19. 19. Commercial Investigations LLC www.commercialinvestigationsllc.com Webinar Series: CI Portal/Electronic Consent Form Once the subject completes the electronic consent form it goes into a holding pattern until your organization initiates the background.  Login to www.commercialinvestigationsllc.com/client  Enter personal login/password which is provided in welcome email  Accept CIware Certification of use  Applicant List- status will read new  Click on subjects name and initiate background on right  Click in all red areas to auto fill subjects information  Submit
  20. 20. Commercial Investigations LLC www.commercialinvestigationsllc.com Webinar Series: CI Portal/Electronic Consent Form Contact Commercial Investigations LLC! The following information is required:  Interest in obtaining a portal (approximately 50 or more BI’s per year)  Company logo (.jpeg under 73 kb) A “CI Portal is Live” email will be sent to all end users. Please contact Lynn at 800-284-0906 ext. 216 to set up your 20 minute webinar to walk you through your customized portal.
  21. 21. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com
  22. 22. Presented by: Courtney Caola & Lynn Migliore (800) 284-0906 www.commercialinvestigationsllc.com facebook.com/commercialinvestigationsllc twitter.com/CI_LLC linkedin.com/company/commercial-investigations-llc info@commercialinvestigationsllc.com http://pinterest.com/proactivetruth/
  23. 23. The information provided in this presentation does not constitute legal or accounting advice. It is for information and discussion purposes only. This presentation may not be reproduced without the written consent of the author. Webinar Series: CI Portal/Electronic Consent Form Commercial Investigations LLC www.commercialinvestigationsllc.com

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