PlanetVerify Launches Free Plan for Simple Document Collection Workflows

Streamlined document and information collection

Schedule a demo today!

This month PlanetVerify has launched a new free plan that allows users to take advantage of some of our most popular features and to help them automate their document collection process.

This new plan is perfect for companies with limited document collection needs who want to move away from legacy processes such as using email for collecting documents and sensitive client information. Our free plan also gives companies a chance to see for themselves the benefits PlanetVerify can bring in terms of efficiency, security, and compliance. 

The free plan includes:

  • 1 user
  • 3 data request per month
  • QuickLinks / QR Codes
  • GDPR Tools
  • Branded emails

For companies with more complex use cases and workflows, there are other plans to choose from which cater for more users, more data requests, and API integrations.


Digitizing Customer Journeys with PlanetVerify

PlanetVerify is used by companies across a range of industries including property, accounting, finance, and telco to digitize and streamline the customer journey. 

Many companies today are still relying on legacy processes and tools like email and phone to complete their customer interactions – which ultimately creates an underwhelming customer experience and internal inefficiency. Document collection in particular is one area many companies fall down on and using email attachments and phone calls to collect documents is rife with security risks. 

PlanetVerify helps companies to develop highly secure, automated document collection workflows that put the customer first. With PlanetVerify, companies can interact with clients in an on-brand and automated manner – while also ensuring personal data is secured and managed in a compliant manner. 


About PlanetVerify

PlanetVerify was founded in 2014 as a way for companies to collect client documents and information in a streamlined, secure, and compliant manner. Since then, we have developed our platform to help companies across many industries digitize their customer journey.

We have built integrations with many of the leading enterprise systems and companies use our system to develop digital, customer-first workflows which bring together document collection, ID verification, GDPR compliance, customer interaction, and much more. Our customers regularly describe PlanetVerify as a “game-changer” that transforms the way they interact with customers.

Companies can sign up for a free account with PlanetVerify here! 

Stay up to date on PlanetVerify news, product updates, and more

PlanetVerify will only use the information you provide to share blog updates. You can unsubscribe any time. For more details, check out our privacy policy.

Related Articles

Unlocking Success: The Essential Checklist for Digital Customer Onboarding

Businesses are constantly evolving to meet the demands of tech-savvy consumers and one crucial aspect of this evolution is the digital customer onboarding process. Digital customer onboarding refers to the seamless integration of new users into a digital platform or service. It is the first impression a customer has of your product, making it a pivotal step in creating a positive user experience. In this era of instant gratification, a well-executed digital onboarding strategy can be the key to retaining customers and fostering long-term relationships.   BOOK A PLANETVERIFY DEMO TODAY →   Essential Checklist to Consider Clear Communication: Successful

Read More ...

Essential Customer Onboarding Best Practices for Success

At PlanetVerify, we’re not just experts in secure document collection and verification; we’re also passionate about ensuring the onboarding experience for our clients is second to none. This blog dives deep into the nuances of customer and client onboarding, sharing advanced strategies that have been refined through our extensive experience. Whether you’re welcoming new customers or clients, these insights are designed to set your business apart. BOOK A PLANETVERIFY DEMO TODAY →   The Critical Importance of Customer Onboarding Customer onboarding is a pivotal phase in the customer journey, laying the groundwork for a long-term relationship. It’s more than a

Read More ...

PlanetVerify Platform Updates October 2023

Companies across many different industries use PlanetVerify to streamline and secure their customer processes. We work closely with our customers who provide us with invaluable feedback as we build out our feature set to meet new and evolving customer needs. This month we have enhanced the search capabilities on our platform as well as adding a new view option for users to identify profiles that have added attachments. 1 – Search Messages When you send a profile request you have the possibility of including a personal message with each data request, and this message is also shown on the main

Read More ...