Formstack Sign vs. OneSpan 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

It is well suited for financial professional field. At the moment, i cannot think of area that will be less appropriate. It all comes down to if the admin office or head office can accept OneSpan as authorized software. Often enough, program can be very good but not recognized by head office due to its compliance issue. For example, in the Canadian regulatory rules for investments, sometimes it requires companies to process/store documents in the same country. If there is a cross border issue, it will be a big compliance issue.

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

• One can set up a workflow in which one can specify the order in which signatures have to be done.
• Customer service is great and always ready to go the extra mile.
• Pricing is very transparent, and there are no hidden charges.

• 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

• Search capabilities can be improved by a great extent. We still can't search documents by name of the signatory
• Pricing seems a bit high when compared with other players in the market
• Data importing and exporting capabilities can be improved drastically

I don't see any reasons to change as their solution covers all my need for now. I could make even more integrations but that might be something that I will do down the road. I'm used to working with the interface and my data is all there as well.

Easy to use design and tool

Incentivized

The product is so well designed and built that we rarely need to reach out to customer service. But we have reached out to them in case of downtime, and we have always gotten a satisfactory response. We never had to follow up, as customer service executives were very responsible.

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

Incentivized

My experience with OneSpan in the customer service has been very positive. However, since my experience with OneSpan is much more recent, most of my technical experience with OneSpan includes technical areas that were not available in other products at the time I was working with other products.

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

• It has done what we got it for. It has made it much easier for our advisers to do business with clients in remote areas.
• It has significantly reduced the time that it used to take to open a new account.

Incentivized