Signature solution that saves you time and money
- Delight clients
- Reduce E&O exposure
- Slash costs
- Be more efficient
Why eSign?
Improved customer service
Clients can sign insurance forms and agreements online in minutes – anytime, anywhere, from any device.
BMS integration
Send documents to sign directly from SIG. Signing progress is tracked and logged in the BMS.
Safe, compliant processes
eSIGN provides more consistency in documentation, and signed documents are stored securely in the BMS to provide an audit trail to increase compliance with brokerage E&O policy.
Close deals faster
eSIGN guides applicants through the signing process so no fields, initials, or signatures are ever missed – accelerating speed to revenue with more applications closed faster.
Speed up policy production and claims processing
Eliminate time-consuming and costly manual tasks such as printing, faxing, scanning and distributing documents for signature, as well as tracking down documents and signatures.
Spend more time on more meaningful client interactions.
Foster customer satisfaction and experience
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- Make the signature process a breeze with the ability for clients to sign documents from any device, at any time of the day and from anywhere.
- Route your documents to all assigned signatories and enable them to click a single email to agree.
- eSIGN replaces wet signature. Clients are no longer burdened with printing, signing and scanning documents to complete signature.
- Any document can be added to eSIGN, not just CSIO documents. Clients can even add them in during the process if they have additional documentation they need to have signed.
Maximize efficiency and accelerate revenue
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- The BMS logs an activity indicating that an eSIGN document has been sent, and automatically sets up a follow-up reminder so that you can track the signed document until its completion. It will automatically attach the document for you once completed.
- From a document, you can send eSIGN documents to multiple signatories using emails available in the customer file.
- Add any additional forms or documents as part of a signature package, such as accident benefit forms.
- Get signatures using eSIGN for documents that live outside of SIG.
- Signature reminders are automatically sent to customers, saving staff the hassle of chasing signatures and delaying completion of applications.
Increase security and compliance
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- For each agreement, a robust audit trail is automatically generated and stored securely for increased compliance and visibility.
- Eliminate manual tasks for more consistency in documentation and decreased E&O exposure.
- For each agreement, a robust audit trail is automatically generated and stored securely for increased compliance and visibility.
- Eliminate manual tasks for more consistency in documentation and decreased E&O exposure.
Better together: Additional solution for eSIGN
Learn more ways eSIGN can transform your business
eSIGN datasheet
Streamline your signature process with eSIGN: Discover its 3 key benefits
Say goodbye to tedious steps like printing, signing, and scanning. Embrace the efficiency of eSIGN for electronic signatures.