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What makes InsureSign different from other eSignature software?

Chess set -eSignature softwareAs 2018 draws to a close, we know you’re probably turning your thoughts to the new year. How can you make 2019 your best, most efficient, most profitable year yet?

We won’t say InsureSign’s digital signing software will solve all your problems (Becky in accounting is going to keep being Becky in accounting). However, we do offer a slate of easy-to-use, time-saving features at a price point that most businesses can accommodate comfortably—and you’ll be surprised how much time you can gain back with the right tools at your disposal.

So you might be wondering: why choose InsureSign over any other e-signature software? What makes InsureSign different?

The answer is… quite a few things! Below, we’ve walked through some of the features that most set us apart from the competition.

A suite of premium features you won’t find anywhere else.
Interested in securing signatures in your sleep with our Reusable Forms? Want to secure eSignatures via text message? Or in person? Would you like more Yelp reviews or social media likes? Check, check, check. InsureSign’s pro features were developed based on customer feedback, so they’re specifically designed to make the signing experience simpler and super easy for users. Learn more about pro features here.

  1. Simply the easiest eSignature software to use.
    We’ve heard again and again from our customers that InsureSign is the easiest-to-use eSignature software on the market. What’s more, we’ve been named G2 Crowd’s No. 1 eSignature software for usability and customer service three times in a row – so now it’s official.
  2. Risk-free, contract-free.
    New users can take us for a spin for free (no credit card required) for 14 days. And once you sign up, you can enjoy our service without any pesky contracts. All users can take advantage of unlimited signatures, documents and templates each month. The sky’s the limit.
  3. Dedicated customer service via phone, email or chat.
    Sure, InsureSign is easy and intuitive to use – but don’t worry, our customer support team is always standing by. Get in touch with us using whatever medium you like best, and we’ll walk you through the answers to any questions you might have.
  4. Tons of time-saving “bells and whistles” without a steep learning curve (or price tag).
    We offer a slew of automated time-saving features for users across industries. Automatic reminders, auto-archiving and easy document retrieval/redos– the list goes on. Plus, all of these features are easy to access and manage from the InsureSign platform, so you’ll get the hang of it in no time.

Better value, plus a service upgrade: the InsureSign advantage is clear. But don’t take our word for it – you can try InsureSign risk-free for 14 days and see for yourself. Click here to learn more about our free trial.

How to use InsureSign’s new integration with Applied Epic

Good news for Applied Epic users: the signing process just got easier. InsureSign, the simple eSigning software trusted by thousands of insurance professionals, is now fully integrated with the Applied Epic agency management system.

Applied Systems agencies can now enjoy a more seamless and automated signing process… plus, they can easily take advantage of the many added conveniences offered by the eSignature tool ranked No. 1 for usability.

eSignature Software - Applied Epic

Ready to give it a try? Securing signatures using this new integration is easy:

1.) From Applied Epic, visit the customer profile and upload the document you’d like signed to the “Attachments” screen.
Any file type will work.

2.) Right-click the document and select “Send to signature.”
This will open the InsureSign platform – directly from Applied Epic!

3.) “Drag and drop” your signature and information fields on top of your document.
It just takes a second. Note: No need to place fields every time, you can create one-click templates for commonly used forms.

4.) Send off to the customer for signing.
Since your customer’s information is already in the Epic system, his/her email address will auto-populate. No need to hunt down contact info or make sure it’s typed incorrectly. You can also schedule auto-reminders at this time, completely eliminating the need to prod your signer by email or phone. Once you’ve sent the form off, your signer won’t be able to submit it until every field is filled in. No more incomplete forms!

5.) Once your document is signed and returned, simply drag it back to Applied Epic to attach to the customer’s file.
And you’re done. Nothing to print, nothing to upload, nothing to file.

Plus, InsureSign has tons of “bells and whistles” designed to save you time, eliminate steps and reinforce your agency’s brand.

Curious? InsureSign offers a risk-free trial for 14 days so you can experience the difference for yourself. Get started today.

Texas agency saves time with eSignature software

Stefani O’Donald uses eSignature SoftwareWe’re proud to have called Texas Associates Insurors a client of ours for the last two years. Recently, we checked in with Stefani O’Donald, branch manager at the Smithville office, to see how everything was going.

InsureSign: Tell us a little about yourself and your agency.

Stefani: I’ve been with the agency for 23 years, and in addition to being the Smithville branch manager, I’m also a commercial lines account manager.

Texas Associates Insurors is a full service, independent insurance agency. We offer personal, commercial, life and health insurance and contract bonds. Our home office is located in Austin, with another three branch offices in Texas with more than 50 employees.

InsureSign: What was it like setting up your first document for eSigning?

Stefani: I was one of the first testers at the agency, and I remember that the eSignature software was very user friendly. I heard many comments from employees during training about how much time it would save us.

InsureSign: How has the switched changed things for your customers?

Stefani: It’s great for our customers because not everyone has the capability to print out documents, but most everyone has a smart phone. As soon as they sign our document from their mobile device, it shoots right back to me.

Some of our customers don’t have time to come in the office or print our documents, so they love the access and usability.

InsureSign: What are some of your favorite features?

Stefani: I love how fast it is, and that I can simply click and drag fields where I want the customer’s signature.

InsureSign: How has InsureSign saved you time?

Stefani: In the past, when we mailed documents for signing, we’d have to print them out and put yellow tabs where we wanted our customers to sign. If we emailed the documents, then we’d have to highlight where we’d want them to sign. We would still get back incomplete forms occasionally, and sometimes the customer would miss a page completely. With InsureSign, there’s no way to send back an incomplete form.

Also, now that we don’t have to print, highlight where to sign and scan them back in or mail them, we’re saving as much as 10 minutes per document delivery. That time adds up at a busy agency like ours.

I think it’s a pretty slick product and I can’t imagine why we went so long without it.

InsureSign: What agency-management software does your company use?

Stefani: We use Applied.

InsureSign: Thanks for taking the time to talk with us, Stefani!

 

To try InsureSign for free for 30 days, click here.

Taking on Google: Four Survival Tips for Independent Agents

For the tens of thousands of independent insurance agencies across the country, Google’s news about entering the “insurance marketplace” may feel like a shot to the gut. (More from Insurance Journal)

Joe Floyd

Joe Floyd, president of InsureSign

By using digital tools like InsureSign and leveraging your local presence, you can be in a better position to succeed. Why?

Because Google and similar companies are completely online.

Agents doing things the “old way” are completely offline.

As a tech-savvy agent, you can master both local and online to take on the competition and win.

No. 1: Invest in Online. Has your website been optimized for key terms your potential customers are searching for on Google? It’s now more important than ever to make sure your website is easily found. Granted, it’s impossible to compete with the big players on terms like “best car insurance” or “best rental insurance,” but you need to be sure you’re optimizing for terms key to your local service areas, like “car insurance in Dallas, GA.”

Don’t have a big budget for search-engine optimization? Create regular, fresh content for your website (blog articles, news announcements, etc.), and post consistently. Fresh and frequent content helps with organic search-engine rankings.

No. 2: Become More Social. What do you have over Google? You’re local, you understand local customer needs better and you have lots of key insights to offer insureds. Become active on social media sharing relevant news and insights with your existing and potential customers. And the new blog content you create for your website? That’s great content to share on social media to direct people back to your website (helping to improve your organic search-engine optimization even more).

No. 3: Use eSignatures. Competing with online insurance providers may seem daunting. But, once you start using e-signatures, you can service accounts no matter where your customers are. With e-signatures made for insurance professionals, there’s nothing stopping you from competing with anyone – local or online. With InsureSign, your location suddenly becomes global.

No 4: Emphasize The Personal Approach. A large number of new customers will always come from personal referrals and relationships. Now is the time to highlight to your customers that, by working with you, they’ll always have one direct contact – versus being sent to a call center or a message board – and someone personally invested in saving them money. People like dealing with people, not automated robots.

Tell us, how are you preparing your agency for Google’s entry into insurance?

Joe Floyd is president of InsureSign, and he and his team have spent more than a decade developing insurance-industry software.  

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