Multiple Email Selection of a Contact While Sending an eSign Doc
While sending an eSign document to the signer, if a contact has multiple email addresses (e.g., personal or commercial), you can now choose any specific
eSignature
Client signing: Success email excludes agent notification
InsuredMine has made a change regarding who receives email notifications when clients successfully sign documents. Previously, these notifications were sent to the login agent’s email
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
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
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
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
eSignature
Now, insurance agents can sign and send any essential document to their clients and receive the signed document back from the client via email. This
Send Documents for eSignature from Contact360, Account360, and Deal card
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account 360 Deal
eSign schedule sending
Description-We can now schedule eSignature doc to send using the new feature. UseCase-Â Ease of sending documents to signers to produce results on time Navigation- Navigate
