Thank you for all of your help to operate my insurance agency!
December 11, 2022

Thank you for all of your help to operate my insurance agency!

Jayme Brown | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Dropbox Sign

To complete applications with clients to properly document a file. No problems.

Pros

  • Options Available.
  • Easy Way To Complete Communication.
  • Easy Process.

Cons

  • Correct way attachment is sent by e-mail after complete.
  • Don't give too many options to pick from on left.
  • Continue to make as easy as possible. Simple is Best!
  • Faster Completion of A File.
  • Faster Completion To Get Paid.
  • No Paper!
  • Saving gas expense to clients.
The site is exact and to the point. Very easy to use!
In my line of work templates are not necessary for what is needed. Primarily signature with date is used.
Much easier! Preferred!

Do you think Dropbox Sign delivers good value for the price?

Yes

Are you happy with Dropbox Sign's feature set?

Yes

Did Dropbox Sign live up to sales and marketing promises?

Yes

Did implementation of Dropbox Sign go as expected?

Yes

Would you buy Dropbox Sign again?

Yes

For the insurance industry, this is the way to complete applications to properly document a file. E&O protection!

Using Dropbox Sign

1 - Insurance service.
1 - Owner/operator.
  • Applications
  • Cancellations
  • EFT Forms
  • Signed Documents To Insurance Carriers As Needed.
  • Functions will remain the same for now....
Very easy to use!

Evaluating Dropbox Sign and Competitors

Yes - HelloSign. Name change.....
  • Price
  • Product Features
  • Product Usability
Less expensive to DocuSign. Thank you~
No changes.

Dropbox Sign Implementation

Dropbox Sign Training

Configuring Dropbox Sign

Not necessary for my use.
No - we have not done any customization to the interface
No - we have not done any custom code
None

Dropbox Sign Support

Support not needed. System easy to understand and navigate.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Premium support unknown. Not needed often.
Didn't need support. So easy to use!

Using Dropbox Sign

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Pay Attention To Instruction on Screen.
  • Read The Screens.
  • N/A

Dropbox Sign Reliability

Not needed for my agency, but changes are it would be good.
Smooth process in a few screens. Very easy to use! Fast!
A quick link to the system. Fast!

Integrating Dropbox Sign

Relationship with Dropbox

Upgrading Dropbox Sign

Comments

  • Jessica Day | TrustRadius Reviewer
    Jessica Day
    (Vendor Representative) commented 2 years ago
    Thanks so much for taking the time to share your experience, Jayme. It makes a difference to folks who are new to eSignature! We'll definitely pass on this feedback about document editing to our product team. Thank you again!

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