Formstack Sign

InsureSign is an ideal tool for any type of insurance-related document that requires client signatures - whether applications, lost policy release, waivers, statement of no loss,etc., - you can quickly and conveniently prepare and send documents for your clients to review and sign electronically.

Incentivized

• Allows the customers signing our applications to sign in multiple ways (phone, computer).
• Can attach multiple PDFs to be signed at once.
• Provides many different options to fill out a form that needs to be signed. Allows fields to be mandatory or optional as well as options for initials, signatures, dates, etc.

Incentivized

• While it's not a flaw specific to InsureSign I've found when multiple signatures are required using e-signing programs can prove more challenging particularly from the standpoint some clients (i.e. - husband & wife) may share one email account and these programs require a separate email account for each signer.
• It would be useful to have an email prompt to the agent if a user hasn't signed within a specified time frame that enables the agent to send a personalized follow up message to the intended recipient.

Incentivized

InsureSign intergrates with my customer management software. InsureSign has a better price. InsureSign has a better online system for the entire process

Incentivized

• Save time - signatures are usually obtained instantaneously.
• Less follow-up needed.
• E-signatures are accepted in our industry so we take advantage of it.

Incentivized