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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.