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What does Formstack’s acquisition of InsureSign mean for me?

We’re thrilled to announce that InsureSign has been acquired by Formstacka software-as-a-service (SaaS) company transforming the way people collect information and put it to work.

What does that mean for our new and existing users?

Well, first and foremost, it means you’ll still enjoy the same InsureSign, and you can continue to secure signatures the easiest, fastest and most secure way possible. 

Plus, now that we’ve joined the Formstack family, you can look forward to an expanded team working on new innovations to make your life even easier (not to mention time-saving integrations with Formstack’s suite of software).

Since we launched in 2011, we’ve grown to tens of thousands of users across industries and companies of all sizes, and we look forward to keeping the same full team on board that works tirelessly to simplify your workflows. 

That being said, we know the “a” word can be scary (even though we promise it’s a good thing), so we wanted to address your questions and let you know that the acquisition means nothing but positive things for you in the future. 

If I don’t use Formstack, can I still use InsureSign?
Absolutely. For existing InsureSign users, it will be “business as usual” when it comes to the signing process. You’ll be able to access your account and send/receive documents like normal, regardless of whether you’re a Formstack user.

Is the login process changing?
Not one bit! The acquisition won’t have any impact on how you access your InsureSign account — just log in as you normally would. If you’re a current Formstack user, then we hope you’ll take InsureSign for a spin via our free no-risk 14-day trial

Will InsureSign’s integration with my agency management system change?
Whether you’re using our integration with Applied Epic, QQCatalyst, HawkSoft or countless other management systems, your current process will remain the same.

Will this affect the signing process?
We have some exciting additional features and integrations in the works as a result of the acquisition, but our interface will remain easy-to-use.

Is the InsureSign team going away?
The InsureSign team is remaining the same — we’re just all joining the Formstack family.

Would I benefit from using Formstack?
Like InsureSign, Formstack improves workplace productivity. If you ever create forms to collect information, Formstack’s online form builder will make your life a lot easier. Formstack also owns a suite of other tools to help your workflow, like WebMerge, Bedrock Data and QuickTapSurvey. If you’re interested, you can give Formstack a free try here.

What is going to change?
There won’t be any changes to how you get documents signed with InsureSign, but you may see some tiny updates along the way (like our logo). The only real changes will be coming in the future, and they’ll all be additional time-saving innovations aimed at optimizing your signing process!

Still have questions? Our team is happy to answer any questions you have. Just send us an email.

The 12 best sales tools in the United States, according to real users

Looking for a way to make your sales process smoother and more effective? G2 Crowd, the world’s leading software review website, has you covered.sales tool e-signature

The site recently dug into its more than 20,000 real-user reviews to identify the top 40 digital tools for sales professionals. Charleston-based InsureSign found itself near the top of the list, sitting at No. 11 and the top-ranked e-signature software platform on the list.

While the full list can be found on G2 Crowd’s website, we’ve highlighted the top 12 featured tools your team can use to make “closing the deal” just a little bit easier.

1. Zoom (G2 Satisfaction Score: 98)
Don’t let distance keep you from giving a face-to-face sales pitch. Zoom video conferencing software provides you with everything you need to conduct virtual meetings, including video, audio and screen-sharing experiences. Zoom is available for all major operating systems.

2. Groove (G2 Satisfaction Score: 97)
See all of the details of your customer relationship in one place with Groove, the leading email tracking software. Over 8,000 users rely on Groove for lead intelligence, email management and sales engagement. The software even allows you to store commonly used templates and reminders for mass use.

3. Skype (G2 Satisfaction Score: 95)
Skype allows you to communicate and collaborate with team members and potential clients effectively. The Microsoft-owned company is considered one of the first pioneers in the video conferencing arena and offers users innovative features such as live audio subtitles.

4. SalesLoft (G2 Satisfaction Score: 96)
Streamline the selling process with SalesLoft, one of the top sales engagement and email tracking platforms. SalesLoft offers real-time email tracking as well as in-app analytics to help increase pitching effectiveness. The platform also lets you assign confidence scores to prospects for easy tracking.

5. GoToMeeting (G2 Satisfaction Score: 96)
With over 18 million users worldwide, GoToMeeting is one of the most popular video conferencing software options on the market. Connect with colleagues and prospects alike over video conferences, screen shares and audio connections. GoToMeeting also offers post-call transcripts, allowing you to spend more time making your deal and less time focusing on note-taking.

6. Skype for Business (G2 Satisfaction Score: 96)
Looking to take your virtual communications to the next level? Skype for Business provides users with a host of premium collaboration tools that are fully integrated with all Office 365 products. Skype for Business also allows up to 250 participants in a single meeting, which is perfect for larger group pitches and webinars.

7. ZoomInfo (G2 Satisfaction Score: 96)
Search, identify and target quality leads with ZoomInfo’s sales intelligence software. This growth acceleration platform allows you to find the best contacts and companies for your sales efforts. ZoomInfo also offers in-app market insights to help ensure you’re presenting the best audience with your pitches.

8. BlueJeans (G2 Satisfaction Score: 96)
Say goodbye to lagging audio and sound malfunctions during sales pitches with BlueJeans video conferencing software. This online meeting platform offers Dolby Voice, which ensures that your conversation audio is as clear and natural as possible.

9. Cisco Webex Meetings (G2 Satisfaction Score: 95)
Download your pitches and meetings in their entirety with Cisco Webex Meeting’s video conferencing platform. In addition to recording your calls, this platform also allows you to send reference documents to potential leads during meetings with easy-to-navigate in-app integrations.

10. DealHub (G2 Satisfaction Score: 95)
Ensure your entire sales process is as smooth as possible with DealHub, the leading CPQ platform. With DealHub, you can quickly send out quotes and relevant files, as well as automate several aspects of the sales process. The Salesforce-integrated platform also offers guided selling, contract management and buyer engagement tracking.

11. InsureSign (G2 Satisfaction Score: 95)
InsureSign, the industry-leading e-signature software, allows you to send sales documents for signing in minutes. Customers can then receive the documents instantly from any device, including over text message. InsureSign even allows users to set up templates for commonly used documents.

12. DiscoverOrg (G2 Satisfaction Score: 95)
Make sure you’re connecting directly with the right decision makers with DiscoverOrg’s Sales Intelligence software. This actionable sales platform allows sales reps to gain access to organizational charts, verified contact information and advance lead search.

Ready to take the first step towards a more efficient sales process? Start getting your closing documents signed more quickly and conveniently than ever with our easy-to-use e-signature platform. Sign up for a risk-free 14-day trial today.

Why CPAs and tax professionals need an e-signature tool this April

tax professionals and cpas e-signature

Spring has officially sprung, but if you’re a tax professional or accountant, you know that comes as a mixed blessing. 

With tax day just around the corner, we know your workload is crazy as millions look to get their taxes filed by April 15.

Instead of bending to the chaos of the season, take back your time by utilizing productivity aids. E-signature software like InsureSign (the No. 1 software for usability) makes the signing process simpler and more efficient, freeing up time for you to focus on getting your clients their biggest refunds yet.

Here are four benefits to incorporating e-signatures into your filing process this tax season:

  1. Reduce refund turnaround time for your clients. In 2018, the IRS updated its policies to begin accepting e-signatures on returns and official tax documents. Because of the overwhelming number of returns they’re expecting to receive this year, the government is actively encouraging users to e-sign their documents to expedite the refund process. Happier IRS. Happier customers. Happier you.
  1. No more worrying about lost documents. With such a large quantity of files to keep track of, it’s important to have one location to confidently store everything. By switching to InsureSign, your signed files are automatically stored in one convenient location for easy retrieval down the road. Gone are the days of searching for files on a crowded hard drive or sorting through hard copies hoping that something didn’t get misplaced.
  1. Say goodbye to long turnaround times. With InsureSign, there’s no need to find a time to meet your clients in person or wait for documents to be printed, signed, scanned and sent back over email. Our software allows you to set up and send your first document for e-signing in minutes. Your clients can then sign and send back their documents from anywhere, on any device, in just a few clicks
  2. Keep client information secure.Your clients are trusting you to keep their personal information safe. With InsureSign, you can provide them with peace of mind by setting password requirements to the signing process. You can also rest assured knowing that all documents are retained in the highest-tier data centers and come with an IRS-compliant audit trail.

Ready to simplify tax season with an e-signature software? Start a risk-free 14-day trial of InsureSign today.

Meet Scrub Daddy’s secret for securing signatures swiftly


E-signature software and Scrub DaddyIf you watch “Shark Tank,” then you know that many brilliant entrepreneurs have found start-up success from the show.

But no product on “Shark Tank” has been as successful as Scrub Daddy.

Scrub Daddy’s original “smiley-faced” scrubber is now one among a full line of high-performance cleaning products. The company has reached more than $170 million in sales!

Aaron Krause, founder of “America’s Favorite Sponge,” recently took time to speak with us at InsureSign about how our e-signature software (ranked No. 1 for usability) has helped make life easier for the busy Scrub Daddy team (and for Aaron personally).

InsureSign: Before switching to InsureSign, how did you get documents signed?

Aaron: It was very complicated. It was either via fax, or we’d have to sign, scan and send back (and often the signed document wasn’t acceptable because it wasn’t readable or required a “wet” signature). I also used to save my signature as a JPEG and insert it into a PDF. Once I discovered InsureSign, it was transformative. I was doing it wrong before.

InsureSign: How is the Scrub Daddy team using InsureSign?

Aaron: The majority of our high volume signing needs are for NDAs (non-disclosure agreements) and CDAs (confidential disclosure agreements). We’ve also been using InsureSign for higher-level documents, like signatures on leases. I also use it personally, outside of the business, for lease and rental agreements.

InsureSign: What have been the biggest benefits to using our e-signature software?

Aaron: Now, with InsureSign, my employees can send documents out for signature, and I’m copied on the emails so I know when everything has been signed.  It saves me a lot of time from sending documents out for signing myself (since my employees can send them out on my behalf) and I’m copied on them. Also, having the signed documents in electronic format, and not having to file them somewhere, makes it easy to access everything electronically at any time – and also see in one place when it was signed.

Also, the customer service is really good, and Joe (InsureSign’s CEO) personally reached out to make sure we were happy. It looks like you all care about customer service, and we care about our customers the same way.

InsureSign: Thanks so much for choosing InsureSign, Aaron! We’re all running out to load up on Scrub Daddy products now.

 

If you’d like to see how you can use InsureSign to simplify your signing process too, visit https://insuresign.com/sign-up-prices to start a free 14-day trial (no credit card required).

The best e-signature software, according to real users

Not all e-signature software products are created equal. The right digital-signing software can save your business more time and money, so take time choosing the best one for you.

Websites like G2 Crowd (No. 1 in the world for business-software reviews) make the selection process easier. With thousands of real user reviews of more than 50 e-signature software, you can quickly see who’s rated the highest. We’re InsureSign, the e-signing tool with the highest overall rating on G2 Crowd and are known for being super simple to use.

Though we outrank all e-signature providers on G2 Crowd, here are three side-by-side comparisons of us vs. a few of our better-known competitors (all based on real user reviews):

What is it about InsureSign that inspires that top-of-the-charts ranking?

Our setup process is more seamless.

At InsureSign, we know your time is precious, so we’ve made sure adopting and implementing our software is quick and seamless. When it comes to ease of setup, our users gave us a 97 percent rating — much higher than our competitors DocuSign (85), RightSignature (92) and HelloSign (93).

Our interface allows you to set up and send your first document for signing in minutes — and, since there’s no download required with InsureSign, your account itself can be up and running in seconds.

Upon sign-up, we’ll connect you with dedicated customer assistance to helping you navigate the setup process. Our service team will be with you for the long haul and won’t disappear after you’re up and running (but more on that below).

We think Jeff G. summed up our ease of setup pretty well when he said:

“I like the slimmed down, ease of use interface. I feel like it is self explanatory so that it doesn’t take hardly any training for a brand new user to feel comfortable using…”

Our customer support is award-winning.

At InsureSign, customer happiness is one of our top priorities, which has helped us rank as the No. 1 e-signature software for customer relationships. Our support team is constantly attuned to customer needs; in fact, our biggest innovations often come from user suggestions.

Users gave our quality of support a 97 percent rating — 11 percent higher than DocuSign. Overall, our “ease of doing business with” score is an industry-high 99 percent.

Great customer service can go a long way; just ask the anonymous user who had this to say about InsureSign:

“The communication from the top down with the company has been wonderful. They are always helpful. They encourage us to give them feedback and actually listen to what we have to say. If there has ever been an issue they have always been on top of it…”

Our e-signature software is the easiest to use.

Setup isn’t the only thing that’s effortless with InsureSign. Users have named us an industry leader in usability time and time again, and we outrank all three major competitors in document creation, ease of use and ease of administration.

Our interface is incredibly straightforward, so your employees and customers can navigate the three-step process (setup, send, sign) with ease.

Here’s what Larry O., a real InsureSign user, had to say about his experience using InsureSign:

“InsureSign was selected because of its ease to use and price. My customers have absolutely no problems esigning our documents…. So far, none of my customers have called to say they couldn’t log in and complete the esigning steps… Great product that I would highly recommend!”

We offer time-saving innovations that are the simplest to use on the market.

Our suite of innovative features ensures that you won’t just get your documents signed; you’ll also save time and make your customers’ lives easier.

Whether it’s access to signing on mobile devices, mass signature collection or helpful add-on features like reminders and expirations, InsureSign outperforms DocuSign, HelloSign and RightSignature in it all.

We also offer our users a Premium Plan with a suite of features designed to save you even more time:

  • Text-message signing: Enhance the customer experience by reaching your customers via whichever medium is most convenient for them — including SMS messaging.
  • Redirect your customers: Secure more social media likes or service reviews by choosing which site your customers are directed to after finishing the signing process.
  • Gmail and Outlook integration: Connect your Gmail and Outlook contacts to InsureSign for quick document sending.
  • Reusable forms: Secure signatures in your sleep by creating a reusable form that can be filled out and signed over and over again by an unlimited number of signers.

In the end, it really all boils down to overall performance and reliability, an area in which our customers gave us a near-perfect 97 percent rating (compared to our competitors’ scores in the low 90s).

Carlynne F., a current InsureSign customer, put it this way:

“There is nothing that I dislike with this product. It is very easy to use and has become a profitable investment for the company. The customers love it.”

 

Interested in learning more about how we stack up against DocuSign, HelloSign and Right Signature? A full comparison report of all three can be viewed here. If you’d like to see how we compare to software not mentioned, we’re happy to provide an in-depth comparison report for you — just email us.

Five things we’re thankful for this Thanksgiving

We all know that Thanksgiving is a time to reflect on things we’re grateful for — and here at InsureSign, it’s a lot! 2018 has been a year of tremendous growth, success and excitement. As it comes to a close, we know 2019 will bring plenty of promising opportunities too.

Here are just a few things we’ll be reflecting on while we’re bringing our turkeys this year.

  • Being ranked as G2 Crowd’s No. 1 ranking for esignature software for usability and customer service — twice!

Four times a year, G2 CrowThankful this Thanksgivingd (the world’s leading business solutions review website) releases its seasonal report ranking esignature software. This summer, we climbed to the top of the list — and held onto that No. 1 spot for the Fall Report, too!

  • A red-letter year for new features, including the rollout of our long-awaited new premium offerings.

We’re constantly working to make it even easier for our customers to get documents signed. In 2018, we officially launched our new InsureSign Pro version, with features such as text-message signing, custom landing pages and email server integration. Plus, just in the past few months, we’ve added new innovations available for all users, such as multi-language support and the ability to recall and redo a document.

  • Growing the InsureSign team and building an even better support system for customers.

We’re grateful to the InsureSign team for making 2018 one of our best years yet. We’ve made several new hires that will have a huge impact on making the customer experience better and better in the future — including our team of developers, to which we’ve added two new developers just in the past month.

  • A year full of new integrations with leading agency management systems.

We know insurance agents rely on their AMS to keep their businesses running smoothly. Just last month, we became a Solution Partner for Applied Systems and are now fully integrated with the Applied Epic AMS. This comes on the heels of a full year of new AMS integrations, including partnerships with Hawksoft, NASA Eclipse and Partner XE AMS.

  • Lastly, we’re thankful for you.

It’s InsureSign’s customers that make all of this possible. Thanks to our tens of thousands of users for sticking with us this year — and big thanks to our many new users for letting us show you how our super simple e-signing tool can transform your business!

How police departments are using e-signature tools for law enforcement

We hear it from our customers all the time: switching to an e-signature software saves time and resources, period. But it’s always fascinating to hear how a customer’s day-to-day changes when they start getting documents signed online with InsureSign.

For example, meet Officer Kyle Hall, a police sergeant at the North Vernon Police Department in Indiana.

police departments are using e-signature software

It’s easy to imagine that a law enforcement agency has a ton of internal paperwork to file – and it’s easy to see how InsureSign could help with new hire paperwork or vacation time requests. Officer Hall saw another opportunity, though: getting warrants signed.

“Before we switched to InsureSign, an officer had to take every warrant to a judge’s home, secure the signature, take it back to the station and file it,” Officer Hall told us. “It’s a process any police department is familiar with, but it could eat up 30 minutes to an hour per warrant.”

It took a little time to get the buy-in from the rest of the department and the courts, but once all parties had time to review InsureSign’s easy-to-use system, the whole North Vernon law enforcement system was satisfied with its security and legality. Once everyone was on board,   the warrant process at the police department shifted dramatically.

Now, instead of having taking a trip out to a judge’s home to get warrants signed at all hours of the day and night, a police officer simply files it via InsureSign and sends it to the judge. With a tap of a finger or a click of a mouse, the judge can simply and securely sign the warrant – and let the police officer get back to policing.


“Our judges can sign warrants instantly using a computer or a smartphone, and our officers spend much more time protecting our community,” said Officer Hall.

Also, he added, the department is saving a ton on taxpayer-funded gasoline and office supplies, such as printer ink and paper.

Next up: the North Vernon Police Department is rolling out InsureSign to other functions, like HR, to make sure officers and employees can easily and speedily sign administrative forms.

Curious about how InsureSign can help your law enforcement agency? Try it out risk-free for 14 days