InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSign Basics and Navigation

All information about eSign Basics and Navigation

eSignature

InsuredMine’s eSignature module offers an easy and secure solution for managing digital signatures. This feature allows agents to easily upload PDF documents, add and request

ESign Draft

Suppose you selected an eSign doc, added signers, and placed the fields. If you choose not to send the eSign document, it will be saved

Search contact in eSignature

While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find

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