InsuredMine CRM | Optimize and Grow Your Insurance Agency

Electronic Signature Tool

InsuredMine eSign

Sign, manage and track documents, all from one central platform, and say goodbye to the hassle of paperwork. Remove the friction between customers, get documents signed in real time and shorten sales cycles drastically.

Scale your workflow seamlessly with an electronic signature

Securely sign, send, and manage business agreements using legally binding electronic signatures, all conveniently within the InsuredMine platform. No need for additional tools.

Extreme Security

Ensure secure signing of PDFs with legal compliance. InsuredMine generates court-admissible audit logs for each signature.

Audit Trail

Utilize audit logs with IP addresses for each signature request. The audit trail verifies and tracks all document transactions.

Automate Workflows

Manage digital signatures for multiple parties directly from your pipeline.

Drag and Drop

Effortlessly add signatures and date fields with intuitive drag and drop functionality. No assistance from IT required!

Notification Alert

Keep tabs on where your document is in the signing process. You’ll know who signed and when, and who still needs to sign.

Instant Onboarding

Enhance the customer journey with eSignatures, reducing onboarding delays and improving the overall customer experience.

Mastering eSignatures: Simplify Document Workflow with InsuredMine

Discover the power of eSign with InsuredMine in our live webinar. Join us to explore the benefits, features, and best practices of electronic signatures. Our experts will guide you through the process, share valuable insights, and answer your questions. Don't miss this opportunity to unlock the full potential of eSign. Watch now!

Collaborate with customers

Boost collaboration and expedite contract turnaround time with the most user-friendly e-signing tool available. Ready to enhance your team's efficiency?

Watch our product demo

Discover how to streamline document processes with InsuredMine eSign.

esign, eSign
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The preferred e-signature solution trusted by agencies of all sizes

Discover the agencies that are currently leveraging eSignatures today.

Integrations

We work with your tech stack

Broaden the capabilities of InsuredMine CRM with our extensive range of integrations for popular third-party applications such as Zapier, Twilio, and your AMS (Agency Management System). With the ability to create, manage, track, and eSign contracts directly within InsuredMine, you can accelerate your sales cycle by incorporating our electronic signature solution into your CRM.

Customer Success with InsuredMine eSign

Discover how our E-Signature can streamline your workflow, save time, and boost productivity.

Customer Success Story
Gila Insurance Group maximizes operational efficiency
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Customer Success Story
Efficiency enhancement at Schneider Insurance
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Check out how InsuredMine's eSignature tool stacks up against the other guys

We take pride in our distinctive features. Here's how we compare to other e-signature tools:

 

Features

Document Per Month
Legally Binding Signatures
Plans
Customer Support
CRM Integration

InsuredMine

Unlimited Documents
Yes
Included
Personalized Support
Tools Tailored for Insurance Industry​

Others

Varies / Document Fee
Yes
Tier-level Services
Automated / Time Limited​
General
Questions?

Frequently Asked Questions

Curious about implementing InsuredMine eSign? Check out these commonly asked questions.

An electronic signature serves the same purpose as a traditional wet signature but in a digital format. Both types of signatures serve as  evidence of the signer’s intention, usually indicating their willingness to abide by the terms of the signed document.

Yes, electronic signatures hold legal validity and enforceability in countries that have implemented electronic signature laws. Our solution ensures compliance with both the U.S. ESIGN Act and UETA (Uniform Electronic Transactions Act).

At InsuredMine, security is our utmost priority.

InsuredMine eSign strictly adheres to a range of regulatory, industry, and IT standards to ensure robust security and data protection.

Crafting an electronic signature with InsuredMine is a breeze. You have the flexibility to sign using click, type, or draw actions at the designated location. As an account owner, you can effortlessly create and save a reusable handwritten signature to your profile.

Included within your InsuredMine CRM at no extra charge, eSignatures offer a seamless experience. Simply upload your documents, enter the signers’ names and email addresses, click and drag signature blocks and fields for recipients to sign, and then click “Send to Sign” to distribute the document. Each recipient will receive an email invitation to sign the document.

 

Effortlessly handle document preparation, sending, and signing while on the move with our secure InsuredMine mobile app. Accessible on both iOS and Android devices, the app offers robust electronic signature features. Best of all, it is available at no extra charge. Don’t wait any longer, download the app today.

Certainly! Take advantage of our free trial and explore the eSignature feature within your InsuredMine account.

Responsive Customer Support

All the support you need to keep things moving

Rest assured, we are here to provide the support you need, right when you need it. The InsuredMine customer success team is readily available to assist you through email, phone, or even a quick Zoom call. Best of all, our support is included at no additional cost in every plan.

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