Instantly Automate your Application process
September 10, 2018
Instantly Automate your Application process
Score 10 out of 10
Vetted Review
Verified User
Software Version
DocuSign Professional
Overall Satisfaction with DocuSign
We use DocuSign for all customer documentation that requires a signature. It's ease of use has enabled us to achieve 3 MAJOR Benefits:
- Improves our compliance. Nearly all our files are ready for audit.
- Reduces the amount of resources spent on collecting and/or correcting signature related issues.
- Provides a better customer experience.
Pros
- Industry-wide adoption. This application, in particular, is approved/endorsed by the IIABA (Independent Insurance Agents & Brokers of America)
- Ease of use. You can simply drag and drop information where you need it
- Customizable fields for your specific needs
- Application can be branded with your company logo
Cons
- Template functionality is not intuitive
- More control of branding appearance (logo size, shape & presentation)
- Would like the ability to label & organize files
- Version control would be awesome. If customer makes a mistake, would be nice to resend and archive correction
- Immediate ROI. There was a time when we spent an entire day chasing document signatures. Most applications are received within 48 hours.
- System sends automatic reminders for unsigned documents & notifications of envelope expiration.
- Filers are fully compliant. In other words, there are no more missing signatures/initials. Customer error has been eliminated
The savings here are so immediate and the cost so low, there is little benefit to shopping around
Comments
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