Esign sync from IM to Epic
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
Advanced eSign Features
All information about Advanced eSign Features
Add policy number to eSign signed doc for AMS360
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
Default Signed Date in eSignature
Update – Sign Date is auto-populated in the document to be signed when opened Application – Clients no longer have to fill in the signing
CC in eSignature
Description – This will allow the agents to send the copy of the eSign document to others apart from the recipient, However apart from the
Decline an eSignatureÂ
Description – Decline option added in the eSignature module. Use case – Easier for customers to notify the agent of errors and request for modification
Sign by Agent only under eSignatureÂ
Description – For eSignature documents that do not require a customer signature, agents can enter their signatures and complete the process. Benefit – Agents can
Send File for eSignature and Sync to AMS
Description – eSignature File Sync To AMS. Use case- Â eSignature captivity can be tracked in AMS by agents. Process-Â Go to a Contact that is
Rename eSign doc
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
eSign delete restriction
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
Archived list for the eSigned docs
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
Add new contact through eSignature
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
