All information about Advanced eSign Features
The eSignature Sync function allows the seamless transfer of eSignature documents between InsuredMine and Applied Epic. You have the flexibility to choose between automatic or
Description: Agents can include the policy number when sending documents for eSignature. Benefit: Agents can track which policies are associated with the documents sent for
Update – Sign Date is auto-populated in the document to be signed when opened Application – Clients no longer have to fill in the signing
Description – This will allow the agents to send the copy of the eSign document to others apart from the recipient, However apart from the
Description – Decline option added in the eSignature module. Use case – Easier for customers to notify the agent of errors and request for modification
Description – For eSignature documents that do not require a customer signature, agents can enter their signatures and complete the process. Benefit – Agents can
Description – eSignature File Sync To AMS. Use case- eSignature captivity can be tracked in AMS by agents. Process- Go to a Contact that is
Description- In the eSignature, account360, contact360, and pipeline modules, we can now rename the documents sent for eSignature. Navigation- Navigate to eSignature. Select a document
Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete
Description: The archived eSign documents are moved to the archived list. Downloads of the archived list are also available. Benefit: Viewing the archived documents easily
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
Most Search: Ams360Release Notes
