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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 Formstack, a 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.

When to log off: Making the most of your summer vacation

making the most of summer vacation

It’s no secret that the majority of Americans are “workaholics.” According to CNBC, nearly half of U.S. workers put in over 50 hours of work per week without extra pay.

Constantly being on the clock can make it hard for you to log off when it’s time for a vacation.

A report from the U.S. Travel Association reveals 212 million vacation days were unused in 2018, which is an equivalent to $62.2 billion in lost benefits. This year, reports show 4% of Americans will not ask for personal time off this year at all — even though their companies offer it.

Your paid time off (PTO) is part of your compensation package and taking advantage of those benefits can make you more productive in the long run. We know it can be hard for some to take time off, and can be even harder to unplug and de-stress while on vacation. Sometimes work is just unavoidable, but we’ve listed a few strategies below to make your experience seamless.

Here are some helpful ways to make the most of your OOO status and enjoy your vacation:

Before you go:

  • Don’t over-commit. A Glassdoor survey reveals that 66% of Americans admit to working while on vacation. If you know you’re heading out of town, don’t take on new projects when you know you won’t be able to finish them. Be honest with yourself before promising due dates and give yourself enough time to complete the task. If a project is left unfinished, tag in a colleague to assist well in advance.
  • Write an effective out-of-office email. You probably already know that it’s proper business protocol to set an OOO email if you’re unavailable during work hours. Perfect your OOO email by keeping it short and sweet. List the dates you’ll be out, a point of contact and when you’ll be returning. Wired.com recently shared these useful tips for crafting the perfect OOO email.
  • Be mindful of adding to your coworkers’ workloads. More than half of America’s workers say filling in for a colleague can be a “significantly stressful event.” To keep from doubling your teams’ workloads, plan for who will handle your tasks/projects while you’re out. You’ll want to provide your coworkers with all the documents/emails/information so it’s easier for them to help you. They will appreciate how seamless you made it for them to fill your shoes (and might return the favor when it’s time for their own PTO). 

While you’re gone:

  • Turn off email notifications on your phone. Turn off all notifications on your phone so you’re not distracted while trying to relax. Receiving a constant stream of notifications from your inbox will make you feel anxious and pressured to respond right away.
  • Don’t talk about work. According to a Glassdoor survey, 14% of responders said a family member or loved one complained about their workload while on vacation. Your workaholic tendencies can affect your family’s vacation time, too. Enjoy your time away and be present in the moment.
  • Limit your email check-ins. Give yourself boundaries when it comes to checking your emails. This Fast Company article recommends you allow yourself 15 minutes in the morning and evening to check emails while on vacation. Checking in periodically, but not spending too long engaging, can help manage your work-related anxiety.

When work comes up while OOO, these tools can help. We know vacations can’t always be 100% work-free. Luckily, there are plenty of tools to make those situations easier and help you get back to enjoying your time off.

  • The Pomodoro technique is a useful time management tool that uses 25 minute time-block intervals to teach you how to work with time instead of against it. Working and taking breaks in segments can help you prioritize your workload in a more efficient way (and remind you when it’s time to get back to your vacation).
  • Boomerang allows you to schedule or snooze emails ahead of time on both Gmail and Outlook. Pretty handy option to use while on vacation so you can schedule emails for a later time and return to your trip activities.
  • InsureSign (the No. 1 e-signature software for usability) makes it simple to get any document signed from wherever you are. Just realized you forgot to get a contract signed before heading to the beach? Then quickly hop online, and send it off for signing electronically in seconds with InsureSign. (The final digitally-signed document will automatically be emailed back to you, so it’ll be sitting in your box when you’re back from OOO time.)  Start your risk-free 14-day trial today by clicking here.

Although it may seem counterintuitive, taking the time you need to truly unplug can reap major dividends for your mental health, enhance your productivity and ultimately, set you up for success. So go ahead: book a flight and pack a bag. It’s good for you.

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.

How to grow a business: Four software recommendations from InsureSign’s CEO

b2b software recommendations from InsureSign CEOThere’s nothing quite like the magical moment when you realize: there’s a tool that can do that thing that’s taking up all of your time.

In fact, that’s exactly why my company was born. Back in 2012, I became annoyed that a simple signature tool didn’t exist … so we created it. It’s one of those software products that instantly makes your day-to-day that much simpler.

Every day, I use a slew of other tech products designed to make businesses more efficient. Listed below are several tools we use at InsureSign to maximize our employees’ time, gain better insights that support our sales efforts, and streamline workflow. Who knows—maybe one of these will relieve a pain point in your own business.

Software Recommendations for Business Owners

  • Intercom builds a suite of messaging-first products that all modern online businesses can use to accelerate growth across the customer lifecycle, from acquisition, to engagement, and support. This tool has directly helped our sales and supports our efforts that directly led to our recent ranking: G2 Crowd’s best eSignature software.
  • AskNicely helps us get feedback from our customers on a continuous basis. It helps InsureSign drive customer happiness by collecting feedback directly after an experience and enabling your team to take action immediately.
  • Chargify keeps our billing straight with minimal effort from our small, busy team. This company offers “elastic billing,” which translates to hyper-personalized offers for customers as the first step in building lasting relationships.
  • Chartmogul automates your subscription revenue and customer reporting. Just connect your data and ChartMogul will calculate and visualize your most important metrics. These insights have been incredibly useful for us, helping us evaluate the success of our sales team—and reward them accordingly.

Of course, I have to mention InsureSign: an e-signature software designed to simplify any forms, signed agreements and/or contracts. InsureSign takes a pen-and-paper process and turns it into a simple, immediate mouse-or-finger process. Demo InsureSign here.

Office Managers: Four easy online tools for increasing efficiency

If you’re an Office Manager, you know that running an office like a well-oiled machine takes work. Keeping track of schedules, organizing contracts and managing invoices can often feel like herding cats–so it’s important to have online tools that make your job easy.

Whether you’re managing a large company, a small business or an office that feels like a zoo, these four office management tools will make your job a whole lot simpler. 

Calendly: In the age of remote work, trying to organize schedules and client meetings can be challenging (to say the least). If you’re tired of the constant back-and-forth of scheduling, Calendly is for you. Calendly scans schedules to see open slots and then sends out calendar invites to the team–all in one platform.  

Cost: The premium plan starts at just $8/month per user. Try it free for 14 days: https://calendly.com/pages/pricing

Hipmunk: Booking travel details for yourself is tricky. Booking for multiple people in the office? Even trickier. Like most travel sites, Hipmunk easily allows for flight and hotel deal comparisons. But with their packages, you can simply book all trip details in one transaction.

Cost: Not only is Hipmunk free to use, it’ll end up saving your company money. (Can you say Christmas bonus?)

Due.com: Anyone who has had to track down a vendor for payment knows it’s about as easy and fun as a root canal. With Due, they can quickly send payments through the secure, online portal. Plus, Due makes it easy to reimburse employees or freelancers for travel expenses and meal reimbursement.  

Cost: The service is free, but Due charges a 2.8% transaction fee for domestic payments.

InsureSign: Whether you’re handling lease agreements, business contracts or new employee paperwork, InsureSign allows you to sign and send documents in minutes. Save time and eliminate the unnecessary steps of signing, scanning and printing… and tracking people down.

Cost: Starting at $15.95/month per user. Try it free for 14 days: https://insuresign.com/sign-up-prices.

Have any tools that have helped your office run efficiently? Let us know on Twitter @InsureSign!