The insurance industry is making serious headway in the adoption of e-signatures.
As interest in e-signature functionality continues to rise, it coincides with greater producer and customer mobility, technology-driven agency expansion and a slew of gains for efficiency and customer service.
More and more carriers are getting on board as independent agents and brokers continue to implement tools from third-party vendors and agency management system providers that integrate e-signature capabilities.
If the above doesn’t apply to you, here are a few ideas for where you can start looking for agency management/e-signature integrations:
Of course, this list is by no means exhaustive—new integrations are emerging every week.
Agents and brokers should check with their management system vendors and explore the wealth of information resources available from the Big “I” Agents Council for Technology (ACT). For example, ACT member CSIO has put together an overview of e-signatures and a dashboard containing information about the vendors in its market, including:
And in his two-part article “Using Electronic Signatures in Your Agency,” Steve Anderson addresses e-signatures and shares detailed information on vendors, including:
Big “I” agencies may also want to explore special DocuSign member pricing. And when weighing the benefits of potential solutions, consider using this checklist from Joyce Sigler, co-chair of the Real Time/Download Campaign.
Ron Berg is executive director of the Big “I” Agents Council for Technology (ACT). This article is adapted from the ACT article “E-Signature Vendor Solutions.”