InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSign Sending and Reminders

All information about eSign Sending and Reminders

eSign Reminder email/text in the timeline

Previously, eSign reminders weren’t reflected in the timeline updates, whether you were sending a global reminder or manually triggering them. However, with the recent update,

Send eSign reminder via email text or NA

Previously, within InsuredMine, users had to navigate through multiple steps to remind clients about eSignatures. This process involved restarting the document sharing through either text

eSign schedule sending

Description-We can now schedule eSignature doc to send using the new feature. UseCase- Ease of sending documents to signers to produce results on time Navigation- Navigate

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