InsuredMine CRM | Optimize and Grow Your Insurance Agency

Email reminder for the pending eSign documents.

Description-Deliver a personalized email reminder to the signer to complete the eSignature on documents sent through email.

UseCase-  It is simple for agents to follow up with signers by sending a reminder email to sign the documents.




  • Navigate to eSignature.


  • Select a document and click on the three dots in the Action column.

  • Choose Send Email Reminder.


  • A popup window with the recipient’s information will appear.

  • Choose the check box for the signers for whom we want to send a reminder email, then click the “Send Email Reminder” button. Choose Send.


  • A success popup will appear after sending the email reminder.

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