With our eSgnature software, thousands of insurance professionals have each freed up a few hours every workday (for a total of what might be hundreds of thousands of hours saved each year through InsureSign).
How? All that time that was once spent printing, scanning, faxing and mailing documents for signing is now open.
In addition to minimizing time spent on the insured signing process, InsureSign can also help your agency free up valuable time in several other ways.
No. 1 – Increase the time savings across all agency departments
Do you have association memberships up for renewal? New vendor agreements? Internal employee documents?
Give the gift of time to others within your agency by educating them about all the ways InsureSign can be used across job functions, from HR to marketing to IT to the front desk.
No. 2: Create time-saving InsureSign templates, don’t reinvent the wheel
Once someone within your agency has created a template for any document you all frequently use, then all employees with an InsureSign account can access those templates at any time.
Time spent setting up a template? Often less than one minute. Time spent sending off a template for signing? The mere seconds it takes to enter the recipient’s email and hit “send.” Sure, both are quite fast, but one minute vs. a few seconds = somewhere around a 1000-percent savings in time per document!
No. 3: Eliminate all unnecessary follow-up
Are you finding yourself following up with customers a lot? Asking, “Did my fax come through?” Or, “The document is missing a few signatures, can you resubmit?”With our eSignature software, thousands of insurance professionals have each freed up a few hours every workday (for a total of what might be hundreds of thousands of hours saved each year through InsureSign). Or even, “Have you had a chance to look at the signing documents?”
No more. You can use InsureSign to see, at a glance, who’s viewed the documents, whether they’ve been signed or not, and schedule automated follow-ups.
As for the hassles of incomplete documents, your customers cannot submit a document missing signatures or other fields. All of your required fields must be completed for them to hit “send.” (And then the insured automatically gets a confirmation email so they know all has been received!
No. 4: Stop wasting time picking up ‘breadcrumbs’
Do you need to look at a signed document from last year? Or are you facing a court case and need all background on when a document was signed?
Easy. We store all signed documents for easy retrieval at any time. And each signed document comes with a complete audit trail so, if you’re questioned, you have all the answers you’ll need in one place.
Now you and the rest of your agency can deal with the delightful dilemma of, “How should we spend our extra time?”