Formstack Sign (formerly InsureSign, acquired by Formstack July, 2019) offers their eSignature application for document signing across all platforms (e.g. mobile, tablet, etc), document backup with audit trail, and support with features built around the needs of insurance agents and agencies.
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Nitro Productivity Suite
Score 9.3 out of 10
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Nitro Productivity Suite combines electronic signature and general PDF editing, from Nitro, Inc. It is built around capabilities such as getting approvals and esignatures in seconds and sharing and reviewing documents from anywhere.
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.
I run a professional services business from home. I need to edit documents quickly and easily and with minimal subscriptions to minimize overheads. I love that Nitro is a one-off payment to get a license to the software, and you can simply upgrade to the latest version if that's what you want, but you're not obligated to. I've been using the same version of Nitro for 7-8 years now. Despite the fact the upgraded versions have a lot of great, nice-to-have features, the version I'm on still does the job.
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.
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.
For the most part, the entire software is extremely easy to navigate and use. You won't need to follow tutorials or anything for the bulk of the core features, as it's all pretty seamlessly designed.
Nitro checks all the boxes for what we need. It is fairly priced, it allows us to read and edit PDF documents, convert PDF to MS Word and convert MS Word to PDF. It allows us to combine multiple files and do all the post processing like adding page numbers and adding headers and footers
InsureSign intergrates with my customer management software. InsureSign has a better price. InsureSign has a better online system for the entire process
Every 1-2 years will do a check on current PDF options to include trialing the software. Have tried Foxit and several that seem to have failed in the marketplace. Over the last 4 years, I have always stuck with Nitro. Unfortunately, we still need to keep Adobe Acrobat (free version) installed to view a small percentage of some PDFs we receive.
Positive - Allows us to modify PDF documents from our clients to submit our proposals.
Positive - Allows us to convert PDF documents to MS Word to share with our consultants and others without a PDF editor who contributes to our proposals.
Negative - Need to upgrade to get the latest features/versions unlike something like MS/Office 365 where we just get updates automatically and free for the monthly fee. Maybe they will or need to move to a subscription solution versus a product price.