eSignature – Agent and Broker Resources
E-Signatures: Agent & Broker Resources If you don’t offer prospects and customers e-signature functionality now, you probably will before long. And if you don’t, someone else will. Agents and brokers using e-signatures say it helps them sell more, communicate faster, satisfy efficiency-conscious customers, eliminate unneeded follow-ups, ensure documents are in good order, and reduce E&O problems. There are a number of resources to help agents and brokers understand what electronic signatures are and what they offer. ACT prepared an overview article and recently created papers addressing carrier- and vendor-related topics, which supply links to a number of providers. And a recent Agencies Online video offers insight from Steve Anderson. Each of these and others offer useful information that can help as you move forward. Making Your Decision:Here are some things you may want to consider as you compare the various e-signature solutions for deployment in your own agency or brokerage:
Additional Resources: You may also want to review the checklist Joyce Sigler shared in an e-signatures article in the November 2013 issue of Rough Notes magazine. Also, explore available integrations through your agency management system vendor listed in our previous ACT article and, if you’re a Big “I” member, learn about how its partnership with one vendor might benefit your agency. One final piece of advice: It may sound obvious, but once you’ve vetted and selected an e-signature solution in your agency, test it internally before you launch it with customers and prospects. |