Xanatek offers complete agency management for independent insurance agents, allowing them to easily manage clients and prospects. Together, we’ve teamed up to create XanaSign, an easy-to-use integration that connects Formstack Sign to your Xanatek account. Easily get applications, policy endorsements, certificates, and other documents eSigned and filed away in Xanatek.
With the XanaSign integration, you can:
- Email or text files for eSignature from your Xanatek account
- Free your agents from paperwork and filing errors
- Maintain digital records to reduce errors and omissions (E&O) exposure
- Store all communication and documents in a single, easily accessible location
What You Need
How It Works
XanaSign installs as a virtual printer, making it easy to assemble documents and send insureds a link for eSigning. Participants just simply need to click the link, sign the document, and it will be sent back to your Xanatek account. It’s that simple!
Start securely collecting eSignatures.
Sign up for a 14-day free trial to see Formstack Sign in action.