Implementation Insights: How to Introduce Your Team to eSignatures

e-signature implementationSo you’re ready to get started with eSignatures. Congratulations! But is the rest of your team ready too? While e-signatures are sure to save insurance professionals time and help them wow customers, the prospect of using a new technology can often be met with a surprising amount of resistance. So how do you make the e-signature implementation process as smooth as possible for all parties involved? Here are a few helpful tips:

Keep the introduction simple. When first introducing even the mere idea of a new technology, it’s important to keep things simple. Don’t give your team all of the nitty-gritty details about your chosen eSignature solution, as that’s sure to overwhelm them. Instead, focus on the big picture by addressing things like why your agency is switching to e-signatures and when the change will take place.

Talk benefits, not features. The InsureSign team naturally loves to talk about the features of our system, but we also understand the great importance of benefits. People want to know what’s in it for them before the bells and whistles of any system. Be sure to emphasize how e-signatures will help save them time, improve customer service and eliminate frustrations like tracking down incomplete information on paperwork.

Answer questions. Questions are a natural part of anyone being introduced to any new technology. While you don’t need to know the answer to every question about the eSignature solution you’re implementing, make sure you can answer the common ones that are sure to arise so you can help ease any concerns.

Emphasize ease of use. The first step in this is, of course, to select an e-signature solution that is in fact easy to use and easy to learn. E-signature implementation and training should both take a matter of minutes to complete, and that’s sure to impress even those that are most resistant to technology and process changes.

Has your insurance agency adopted eSignatures? Tell us below, what was successful for your agency during the roll out process?