InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSignature

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

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

eSignature tab in Pipeline

Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and

Textbox and Checkbox in eSignature

Now you can insert a textbox and checkbox in a PDF document before sending to recipients for eSignature.  Textbox can be helpful in adding any