However, a significant number of agencies are not yet taking advantage of the latest e-signature innovations, which can bring dramatic document workflow improvements and efficiencies. For example, template rules can be used across your agency to apply saved document settings and e-signing workflows to other documents with just one click. Or sequential signing, which lets you decide the signing order for all signers of a document, with each signer receiving the e-signature request only after the previous designated signer has completed the signing process. Or shareable links, which allow your agency to post a link in a website or email, which triggers an e-signature process for a specific document when selected.
Join agency technology expert Steve Anderson to learn these and other advanced e-signature features that will allow you agency to become more productive and streamline document workflows.
About Steve Anderson:
With 30+ years experience in the insurance community, Steve Anderson educates insurance agents on how to use technology to increase revenue and reduce expenses. Steve is one of the industry’s top technology consultants and speakers, and has written articles for virtually every industry publication. He’s currently Dean of the School of Technology at IIABA Virtual University and a national faculty member for the Society of Certified Insurance Counselors.
Streamline Agency Workflows with Advanced E-Signature Features
WEBINAR SERIES: BEST PRACTICES FOR INSURANCE
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