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Business verification: complete your Trust Center setup

Step-by-step walkthrough of Consio's business verification process — what you need, how long it takes, and what it unlocks.

Why business verification matters

Business verification is the foundation of your phone presence. It unlocks:

  • SHAKEN/STIR Level A attestation — SHAKEN/STIR (Secure Handling of Asserted information using toKENs / Secure Telephone Identity Revisited) is the industry framework for verifying caller identity. Level A is the highest level, telling carriers your call is from a verified business. This reduces "Spam Likely" labels

  • CNAM (Caller ID Name) — your business name shows on outbound calls instead of a phone number

  • SMS registration — required before your number can send or receive text messages

  • Carrier trust — verified businesses get better call delivery and answer rates

Start this on day one. Verification takes 3–5 business days, and SMS registration (which requires verification first) takes another 5–7 business days. The sooner you start, the sooner you're fully operational.

What you'll need

Before starting the verification form, gather:

  • Legal business name — exactly as registered (not a DBA/Doing Business As name or trade name)

  • Business type — Corporation, LLC, sole proprietorship, etc.

  • Registration ID — your EIN (Employer Identification Number, US), BN (Business Number, Canada), or equivalent business registration number

  • Company website URL

  • Business address

  • Contact person — name, title (CEO, President, CX Director), and email on your company domain

Important: Use a company domain email (e.g., [email protected]), not a personal email (Gmail, Yahoo). Verification submissions with personal email addresses are frequently rejected.

Step-by-step walkthrough

Step 1: Open the Trust Center

Go to Settings > Trust Center in your Consio dashboard.

The Trust Center showing business verification, CNAM registration, and SMS registration sections

Step 2: Start verification

Click Verify Business. This opens a multi-step wizard.

Step 3: Enter business information

Fill in each field:

  • Legal business name — must match your official registration exactly

  • Industry — select the closest match

  • Business type — Corporation, LLC, Partnership, etc.

  • Registration ID — enter your EIN or equivalent. You'll see a dropdown for the ID type

  • Region of operations — where your business is registered

  • Website URL — your primary business website

Step 4: Enter representative information

  • Representative name — the person responsible for the account

  • Title — CEO, President, VP of Operations, etc.

  • Contact email — must be on your company domain

  • Phone number — a US-based contact number

Step 5: Submit

Review your information and click Submit. You'll see a confirmation that your verification is in progress.

What happens next

Your verification data goes to Twilio (Consio's phone infrastructure provider) for review. This is not used by Consio directly — it's a carrier-level verification.

Timeline: 3–5 business days for approval. If there are issues with your submission (mismatched business name, personal email, invalid EIN), the process may take longer.

Once approved:

  1. Your business profile is verified ✓

  2. CNAM becomes configurable (Settings > General > Caller ID Name, 15-character limit)

  3. You can submit phone numbers for SMS registration

  4. Outbound calls carry SHAKEN/STIR Level A attestation

After verification: next steps

Set your Caller ID Name (CNAM)

Go to Settings > General and find the Caller ID Name field. Enter your business name (max 15 characters). This is workspace-wide — it applies to all numbers in your account.

Settings General page showing the workspace name and caller ID configuration

Note: CNAM display depends on the receiving carrier. It won't show 100% of the time on all carriers, but verification significantly improves display rates.

Register for SMS

With verification approved, you can now register phone numbers for SMS:

  1. Go to Settings > Trust Center

  2. Click Register for SMS

  3. Select the phone number to verify

  4. Choose your estimated monthly volume

  5. Select Customer Care as use case

  6. Specify your consent method (verbal consent is typical for phone platforms)

  7. Submit your opt-in policy URL (Consio provides a template if you don't have one)

  8. Submit — approval takes 5–7 business days for toll-free numbers

Register with carrier spam databases

After verification, register your outbound numbers with carrier analytics partners to further reduce spam labels. See the article Carrier spam registry registration for the full walkthrough.

Troubleshooting

Verification rejected — personal email: Resubmit with an email on your company domain (e.g., [email protected]).

Verification taking longer than 5 days: Contact your Consio onboarding manager or email support. They can escalate with Twilio.

EIN not found: Double-check the number against your IRS documentation. Ensure you selected the correct registration ID type in the dropdown.

Business name mismatch: The legal name must match your official registration. If you operate under a DBA, use the registered legal entity name, not the DBA.

Related articles

  • Porting your phone number to Consio — porting requires verification first

  • Carrier spam registry registration — next step after verification for outbound numbers

  • SMS registration & opt-in policy setup — SMS registration depends on business verification

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