Part 2 E-SignaturesThe Vendor Angle
Interest in and discussion of electronic signature functionality is on the rise. Greater producer and customer mobility, technology-driven geographic agency market expansion, the quest for efficiency gains and, of course, increased customer expectations are fueling increased attention.
Were clearly making headway in the adoption of e-signatures. Carriers are getting on board. Agents and brokers are implementing tools from third-party vendors. And agency management system providers are integrating e-signature capabilities.
Here are integrations were aware of:
Xanatek has partnered with InsureSign to offer XanaSign, an e-signature functionality that allows its IMS system users to serve their customers anywhere, anytime.
XDimensional Systems provides 'virtually instantaneous' document signatures via DocuSign in their Nexsure management system.
Webcetera's EZLynx eSignature by AssureSign offers a safe and secure way to send electronic documents for signature directly from the EZLynx agency management system and rating engine.
Vertafore has integrated DocuSign's e-signature solution available from within its Vertafore Agency Platform, AMS360 Online, QQSolutions and Sagitta suite of products.
Strategic Insurance Software (SIS) offers Outlook integration with RPost in its management system and offers information on its website about e-signature providers DocuSign and Silanis.
QQ Solutions, as part of their making life easier philosophy for its customers, has partnered with e-signature provider InsureSign for QQCatalyst, QQs cloud-based system allowing for an easier and more accelerated workflow.
North American Software Associates (NASA) offers integration with RPost for both e-signature and encrypted e-mail within its Eclipse agency management system.
Jenesis has integrated InsureSign within their desktop, cloud, and web systems. Hawksoft is now integrating with Citrix RightSignature and InsureSign on their CMS management system - This also includes ShareFile's Outlook Plug-in for encrypted email and large file sharing. GBS partners with InsureSign for integration with their Agency Expert management system. Applied Systems has teamed up with RPost to expand on the third-party vendors e-mail delivery proof and encryption services and integrate e-signature functionality for users. Applied also now offers integration with Citrix's RightSignature to improve productivity by both automating paperless delivery of document via eSignature capabilities directly into the management system. Agents using TAM can also take advantage of a new Citrix ShareFile integration into Microsoft Outlook to provide secure email.
Clearly, new integrations are emerging frequently.
Big I agencies may want to explore special DocuSign member pricing.
And when you're looking at possible solutions, consider using the checklist shared by ACT eSignature Work Group Co-Chair Joyce Sigler in a November 2013 Rough Notes magazine article on eSignatures.
For additional information, please review the final part of this series, focusing on Agent and Broker Resources. The first part of this series which addresses Carrier issues can be found by clicking here.
Information updated as of 04/09/19.