We recently sat down with Chris, and he shared five tech questions he often hears from insurance professionals.
- No. 1: Will InsureSign integrate with my agency management system?
We’ve integrated with many of the industry’s agency management systems – from QQCatalyst to Jenesis Software – and we’re working on more all the time. However, InsureSign works seamlessly with all agency management systems “out of the box,” allowing signed documents to be saved within them as PDFs.
- No. 2: Can I use my agency’s logo in InsureSign?
Absolutely! We understand the importance of your company’s identity. Just send us your logo and we will be happy to add it to your account.
- No. 3: Can customers sign in the office with InsureSign?
To us, e-signatures are all about options and flexibility. That’s why InsureSign has an in-person option that allows your customers to sign documents right in your office. They can sign from wherever, whenever.
- No. 4: Does InsureSign allow for sharing templates within our agency?
Yes, you can share as much (or as little) as you like. InsureSign templates are open to all agents in an agency, and private template options are currently in the works.
- No. 5: Does InsureSign offer any training?
InsureSign is so easy to use that only minimal training is required. We have a short training video you can watch at http://insuresign.com/training or you can request a remote training session with a member of our tech support team.
Still have tech-related or other questions? Call or email us for a quick response.