Commercial Investigations Webinar: Portal & Electronic Consent Form

CI Webinar Series 05/22/2014

Webinar Series:

CI Portal/Electronic

Consent Form

Webinar Series: CI Portal/Electronic Consent FormCommercial Investigations LLCwww.commercialinvestigationsllc.com

About Us

AboutCourtney

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. [email protected]


About Us

AboutLynn

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. [email protected]


About Us

AboutUs

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.

Commercial Investigations LLCwww.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)

CI Portal/ Electronic Consent Form


Electronic Consent Form:A Paperless SystemWalkthrough



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





Drag picture to placeholder or click icon to add



Drag picture to placeholder or click icon to add









Legal Notice(FCRA)


Legal Notice

(FCRA cont.)


Legal Notice(NYS Article 23-

A)


Legal Notice(NYS Article 23-A

cont.)





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




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

CIware/ Client System



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.

How To Get Started with Your CI Portal Today


Wrap Up

Presented by: Courtney Caola & Lynn Migliore(800) 284-0906www.commercialinvestigationsllc.com

facebook.com/commercialinvestigationsllc

twitter.com/CI_LLC

linkedin.com/company/commercial-investigations-llc

[email protected]


http://pinterest.com/proactivetruth/

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.
