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

1. CI Webinar Series 05/22/2014

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. 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. 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. 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. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

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. Commercial Investigations LLC
www.commercialinvestigationsllc.com
Webinar Series: CI Portal/Electronic Consent Form

9. Commercial Investigations LLC
www.commercialinvestigationsllc.com
Webinar Series: CI Portal/Electronic Consent Form

10. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

11. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

12. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

13. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

14. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

15. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

16. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

17. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

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. 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. 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. Webinar Series: CI Portal/Electronic Consent Form
Commercial Investigations LLC
www.commercialinvestigationsllc.com

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. 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