Ease of doing business
October 04, 2016

Ease of doing business

Gillian Van Kempen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with eSignLive

We use eSignLive to have clients sign insurance documents in a quick and efficient manner so that we can finalize their insurance purchase. In the past we had to scan and email (or fax) these documents to a client and hope that they had a printer and scanner (or fax) at their end to return the documents to us once complete or we had to hope they had time to visit us in person to do so. Thanks to eSignLive we can send the documents electronically and the client can sign them and send them back from the convenience of their mobile device.

Pros

  • Their customer service team is fabulous!
  • The platform is straightforward and it doesn't take long to get the hang of how to send documents.
  • The template and layover functionality make it easy to set up commonly used documents to avoid repeating certain steps each time.

Cons

  • As with anything, there's a learning curve but that's not unique to this platform.
  • We are limited (by our company partners) on what documents they will accept with eSignature (not eSignLive's issue but a wrench in the works for using the software to its full potential).
  • Less paper to print!
  • Faster turnaround on documentation to the client and back.
eSignLive has been incredibly efficient where we need to send a client a new application for insurance to sign. In order to provide them with a liability slip to pick up their new car, we require the signed documents back. Often this process is delayed when the client doesn't have a printer/scanner to access the documents and return them to us. The use of eSignLive gives the client flexibility on signing these documents and returning them to us fast so they can get in their new car and get on the road.

Due to limitations from our insurance carriers, there are certain documents that they will not accept eSignature for (i.e. restrictions of coverage, cancellations) but hopefully, these will change as the technology is more widely adopted.

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