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!

 

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