Jenesis was built to help insurance agents manage existing clients, market to potential prospects, and build better relationships with policyholders. With Formstack Sign’s Jenesis integration, you can easily send documents for eSignature from your Jenesis account. Let insureds eSign proposals, policies, claims, and other documents anywhere.
With the Jenesis integration, you can:
- Email or text files for eSignature from your Jenesis account
- Remove paperwork and data entry errors from your workflows
- Maintain digital records to reduce errors and omissions (E&O) exposure
- Store documents and communication in one, easily accessible location
What You Need
How It Works
Using the Jenesis eSignature integration is easy!
- Upload your document from Jenesis 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 Jenesis account.
Start securely collecting eSignatures.
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