InsuredMine CRM | Optimize and Grow Your Insurance Agency

Select and send multiple files for eSignature through card detail and 360

Update – Agents may now send multiple files in one go for eSignature.

Use Case – A more efficient method for agents to share eSignature files with the contact.

 

Process

  • Navigate to Contact 360/Account 360/Deal card.
  • Click on the Files tab. 
  • Now click on the checkbox to select the files you want to share with the client.
  • Click on Send Files for eSignature
Contact

Account

Deal Card

  • The recipient information is automatically retrieved, and you may send the files for eSignature.

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