Item: Formstack Sign
Rating: 9
Author: Matthew Kincaid

Overall Satisfaction with InsureSign

Use Cases and Deployment Scope

As an insurance agent, all of our agents use InsureSign to get our insurance applications signed by our customers. This cuts down on mailing, time, and it's very user-friendly for both the agent and the customer.

Pros and Cons

Pros

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.

Cons

Should go back to emailing the signed form as a PDF instead of having to log back on every time to send then retrieve. Makes for too many steps when the completed form could be emailed straight to you when finished.
Will sometimes fade some of the fields that you are trying to place a text box on.

Return on Investment

Savings on postage and paper

Other Software Used

3CX Phone System, OneDrive, Zoom Video Webinar

Likelihood to Recommend

InsureSign is suitable for any document that needs to be signed and sent back to keep electronic files organized. It cuts down on postage, paper, and time to simply fill out a form.

It's great for computer users of any level. I've had customers who barely know how to send an attachment who tell me how easy it was to sign the document.

I cannot really think offhand of a time where it wouldn't be useful for any document that needs to be filled out.

Comments

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