Reduce time spent on tedious, manual tasks so agents can focus on finding the best insurance policies and products for each customer.
Stay competitive by offering clients a stress-free electronic signature for insurance alternative that doesn’t require them to print, scan, or fax documents.
Rest assured that you and your client’s data is safe from cyber threats. Formstack Sign’s security measures include SSL, encryption, and various types of compliance.
Easily send signed documents to the systems you frequently use, including Applied, NASA, and QQSolutions.
Use signature status tracking to monitor agent performance, identify bottlenecks in your processes, and improve daily efficiencies.
Enjoy on-the-go access to our eSignature for insurance solution so you can send and sign documents no matter where your day takes you.
The time has arrived for a customer to renew their insurance policy. A form is sent to the client via email to collect any updated details that are required for their new policy.
The client’s submitted data is automatically populated into a custom policy document. This document is emailed back to the client for their review and signature.
After the client signs the new policy, a copy is sent to your inbox for review and another copy is automatically routed to your CRM for safe storage.
Learn how our no-code suite of products can help you automate
the processes that matter and boost productivity.