InsuredMine CRM | Optimize and Grow Your Insurance Agency


eSign Reporting

Description: For the agent and admin, reports for the eSignature module will be generated. Benefit: The analysis of reports will aid in understanding the dynamics

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

Option to view the original document

Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to

Sign by Agent only under eSignature 

Description – For eSignature documents that do not require a customer signature, agents can enter their signatures and complete the process. Benefit – Agents can

Decline an eSignature 

Description – Decline option added in the eSignature module. Use case – Easier for customers to notify the agent of errors and request for modification

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