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10 trade shows in 80 days: JP’s tips for making exhibitor life easier

Our market lead, Jeaneane Peek (JP), has been to 10 trade shows in the last 80 days.

That’s a lot of continental hotel breakfasts!

While she loves interacting with attendees face-to-face and showing prospective clients how InsureSign works with onsite demos, she knows that many parts of “exhibitor life” can be a hassle.

With our simple & speedy e-signature software, InsureSign, JP can fill out and sign trade-show registration paperwork in a flash — but that’s just one way she makes processes easier. 

We recently sat down with JP to hear all of her tips and tricks for simplifying trade show sign-up, set-up and onsite management. 

Here’s what she shared with us: 

What can exhibitors do in advance to make the trade-show registration process easier? 

JP: Before you book your flight, hotel room or booth, sign up for email alerts from the conference manager — sometimes they give out early-bird rates for all three! Check out the trade-show floor plan to map out the best spot for foot-traffic; you’ll want to put your booth there. 

Also, it’s vital that you submit your booth’s information in the conference program, since it’s like the trade show menu for attendees. If you’re not in the program, attendees may never know you’re there. For submitting forms like these, I use InsureSign to get fill them in and sign them quickly and efficiently. 

What are some easy ways exhibitors can follow up on conversations from trade shows? 

JP: Before the show begins, it’s helpful to know which attendees are current customers and which are prospects. When you receive a business card, take notes on the back of conversations so you can easily follow up with a personalized note. After the show, I send a quick note or call to all current customers I saw that day, saying how nice it was to see them, and remind them of our Pro plan and newest upgrades. 

Do you have a  go-to resource you’d recommend for exhibiting? 

JP: Fortunately, there is a trade show bible — The Exhibitor Handbook, which provides helpful information on exhibitor how-to’s, including booth installation and booth tear-down times (which are strictly enforced by conference programs). I highly recommend every exhibitor read this before his or her first trade show. It’s a good source to use as a check-off list when planning your booth set-up. 

How can exhibitors make it easier to attract prospective customers to their booth and keep their attention? 

JP: Create a booth that people want to come to using interactive content, like touchscreen tablets or prize entries. Use lots of imagery and graphics to grab people’s attention from the aisle and have something unique on hand to giveaway as a party favor. We give away doggie bones and kitty lollipops to our attendees and they’re a hit! People love to show me their fur babies, and I’m always happy to give them our specially-made InsureSign treat. 

 

Ready to try JP’s No. 1 way to efficiently complete and sign trade-show forms? Start a risk-free 14-day trial of InsureSign today, and see how easy conference paperwork can become for yourself.

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.

Top 4 Reasons 1,000+ Agencies Use InsureSign for e-Signing

Break out the confetti because we’re celebrating a major milestone: Our e-signatures are now used by more than 1,000 insurance agencies across the country. Across those agencies, thousands of insurance professionals are using our simple and secure e-Signing to make their lives easier and to close more deals.e-Signing with InsureSign Mobile

Why us? Here are insurance professionals’ top four reasons for choosing InsureSign.

No. 1: They like doing things the easy way. Our e-signatures are the fastest and easiest way to get documents signed. Setting up paperwork for signing takes just a minute. It’s as simple as “dragging and dropping” signature fields where you need them, and then hitting “send.”

No. 2: They want service providers that are experts in the insurance industry. InsureSign is the only eSignature software designed specifically for insurance agencies. Other providers offer “one size fits all” solutions across industries.

No. 3: They love eliminating time-wasting tasks. No more faxing, scanning, printing and mailing documents for signing ever again. And no more incomplete forms; it’s impossible for customers to submit an e-Signed document if any field is missing.

No. 4: They want top-level safety and security. No more worrying about private documents lying around. All documents signed with InsureSign are digitally tamper-proof, securely transmitted, and come with complete audit trails.

Thanks to all the awesome insurance professionals who’ve chosen us for e-Signing with InsureSign Mobile, it’s our pleasure to be of service to you.