Save time and hassle for you and your clients with InsureSign!
July 25, 2018

Save time and hassle for you and your clients with InsureSign!

Jason Grubbs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with InsureSign

InsureSign is one of the most important and useful tools in our agency as it enables us to conveniently - both for our agency and our clients - provide all manner of documents for our clients to review and sign electronically. This allows us to meet and even exceed service expectations from both prospective and current clients.
  • Exceptionally easy to use
  • Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
  • Convenient
  • While it's not a flaw specific to InsureSign I've found when multiple signatures are required using e-signing programs can prove more challenging particularly from the standpoint some clients (i.e. - husband & wife) may share one email account and these programs require a separate email account for each signer.
  • It would be useful to have an email prompt to the agent if a user hasn't signed within a specified time frame that enables the agent to send a personalized follow up message to the intended recipient.
  • InsureSign has greatly improved our results obtaining client signatures.
  • InsureSign is one of the important tools that allows us to work from any location - it was so impactful we even closed our storefront office and now work from home offices. The ability to seamlessly conduct business from any location was key to that decision.
  • InsureSign has improved our ability to provide quick turnaround for prospective clients improving our sales results - we're no longer hampered by being required to meet with a new client in person to obtain signatures.
We initially chose InsureSign because of their specific focus on the insurance industry, which convinced us they would be most familiar with the types of documents we need signed.
InsureSign is an ideal tool for any type of insurance-related document that requires client signatures - whether applications, lost policy release, waivers, statement of no loss,etc., - you can quickly and conveniently prepare and send documents for your clients to review and sign electronically.