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. Automated credit decisions are more accurate than manual ones because they are not subject to human error. However, many organizations are hesitant to implement automation due to a lack of knowledge or a large investment.  

Credit Checker is an easy-to-use tool that assists insurance companies in automating the entire process It eliminates the need for human intervention, saving time and costs. Businesses can quickly obtain Experian, Equifax, and TransUnion reports to learn more about the applicant in real time and can request dual/tri-merge reports, Hard/Soft pull inquiry reports (without SSN/SIN) from any Salesforce object. 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 gives you instant access to FICO and Vantage scores. Employees can easily interpret and monitor the reports using fully customizable dashboard. They can also sort profiles using the dashboard based on the applicant's credit score, 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.