1. What's Included
I-9 & Supporting Workflows
Form I-9 — Guided Section 1 & Section 2 completion
E-Verify Integration — Create and manage E-Verify cases within the workflow
Document Verification — Document analysis and fraud detection capabilities
Forms Logic — Automated compliance checks and guided workflows
OCR — Capture document information to reduce manual entry and errors
150+ Compliance Checks — Identify common issues before an I-9 is finalized
Electronic Storage & Audit Trail — Centralized records and activity history
Reverification & Corrections — Manage ongoing I-9 requirements
3 Section 2 Completion Options
Remote | Virtual | In Person |
Authorized representative inspects documents and completes Section 2 | Eligible E-Verify employers use the DHS alternative procedure | Employer or authorized representative completes verification in person |
2. Your 30-Second Pitch
"We allow you to offer I-9 and E-Verify as a native part of your platform without having to build the compliance infrastructure yourself. The solution is fully embedded into your existing workflow, with support for remote, virtual and in-person completion, document verification, OCR, automated compliance checks and E-Verify. "
The One-Liner
"Make I-9 part of your offering without the hassle of tracking it down yourself."
3. Key Differentiators
Capability | Why It Matters |
Embedded | Keep customers inside your platform |
E-Verify | I-9 and E-Verify in one workflow |
3 Completion Options | Support distributed, remote and in-person workforces |
150+ Compliance Checks | Help prevent errors before completion |
Document Verification + OCR | Reduce manual entry and identify potential document issues |
Audit-Ready | Centralized records and activity history |
Purpose-Built I-9 Expertise | Leverage established I-9 infrastructure instead of building it internally |
The Differentiator to Lead With
Don't sell:
"We have I-9 software."
Sell:
"We have added I-9 compliance with an E-Verify integration to our existing software to make I-9 a quick & easy additional task for the employee experience and admin teams"
4. Your Customer Facing One-Pager
I-9 & E-Verify: Included In Your Platform
Make Employment Verification Part of Your Hiring Workflow
Your customers shouldn't have to leave your platform to complete one of the most important steps in the employee workflow.
Our embedded I-9 and E-Verify solution allows you to provide a complete employment eligibility verification experience under your existing offering.
Everything You Need:
I-9: Guided electronic Form I-9 completion
E-Verify: Integrated case creation and management
Document Verification: Document analysis and fraud detection capabilities
OCR: Automated document data capture
Compliance Checks: 150+ automated checks to help identify common errors
Flexible Verification: Remote, virtual, and in-person completion options
Why add I-9?
Decrease Compliance Risk: Make sure your team remains compliant with the leading digital I-9 offering.
Decrease Time to Hire: Make the employee experience faster and easier.
Improve Experience: Eliminate the need for your team to manage another system.
Reduce Development Burden: Avoid building and maintaining complex I-9 infrastructure internally.
The Bottom Line
Reduce the burden of completion & compliance by adding our I-9 & E-Verify workflow.
5. I-9 FAQ: The Sales Cheat Sheet
What is Form I-9?
Form I-9 verifies the identity and employment authorization of individuals hired to work in the United States.
Is I-9 the same as E-Verify?
No. I-9 is the employment eligibility verification process. E-Verify is a separate electronic system that compares information from the I-9 against government records.
Does every employer have to use E-Verify?
No. E-Verify is voluntary for most employers, although certain employers may be required to use it based on federal, state, or contractual requirements.
Can I-9s be completed remotely?
Yes, depending on the workflow. Employers can use authorized representatives, and eligible E-Verify employers may use the DHS alternative procedure.
What is an authorized representative?
A person designated by the employer to complete the employer's Section 2 responsibilities.
Can employers tell employees which documents to provide?
No. Employees choose which acceptable documents to present from the Form I-9 lists.
How long must I-9s be retained?
Generally, three years after the date of hire or one year after employment ends, whichever is later.
Does every employee require reverification?
No. Reverification applies in certain circumstances, primarily when employment authorization expires.
BONUS: What should I do if a prospect asks a detailed compliance question?
Don't guess! "That's a great question. Let me bring in our I-9 compliance team to make sure we give you the most accurate answer."
6. Potential Sales Discovery Questions
Current State
How are your employees completing I-9s today?
Do you currently process I-9s?
Do your admin & HR teams have any difficulties with compliance?
Are you using another provider today?
Customer Pain
How much manual work does your team perform around I-9s?
Do your employees have distributed or remote workforces?
Are employees and admins asking for a simpler process?
7. Key Takeaways
Pricing Options: How to think about pricing for your customers:
Assume the Cost | Consumption Based/Add On | Bulk Purchase |
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Easy | Moderate | Advanced |
Remember These 5 Things:
1. I-9 is more than a form.
It's a workflow involving compliance logic, document verification, Section 2, E-Verify, retention, and ongoing requirements.
2. Sell simplification.
Customers don't want another application. They want I-9 to be part of their existing process.
3. Lead with embedded.
That's the core value proposition.
4. Don't compete on "I-9 software."
Position the solution as infrastructure that makes your customer's platform more complete.
5. You don't need to be a compliance expert.
Uncover the opportunity and bring in the appropriate resources as needed.