Agency Advantage is an agency management system that helps insurance companies streamline workflows and successfully serve and retain customers. With Formstack Sign’s Agency Advantage integration, you can get insurance documents signed anywhere. Send proposals, policies, claims, and other files to customers for eSigning, and safely store completed documents in your Agency Advantage account.
With the Agency Advantage eSignature integration, you can:
- Email or text files for eSignature from your Agency Advantage account
- Eliminate messy paperwork and data entry from your workflows
- Reduce errors and omissions (E&O) exposure by maintaining digital records
- Consolidate the storage of files and communication in one location
What You Need
How It Works
Using the Agency Advantage eSignature integration is easy!
- Upload your document from Agency Advantage to Formstack Sign.
- Drag and drop signature and information fields where you need them.
- Send the document for eSigning by entering participant email addresses.
- After the document is signed, you can download it to your Agency Advantage account.
Start securely collecting eSignatures.
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