InsuredMine CRM | Optimize and Grow Your Insurance Agency

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 now sign and share documents that don’t necessarily need signatures from customers, such as benefits, guidelines, etc.


  • Navigate to the eSignature module
  • Click on Sign Document and upload the PDF.

  • Select the checkbox “I’m the only signer” for documents that do not require eSign from the customer’s end.

  • Selecting this option will remove the option to add Recipient details from the screen.
  • Click on Next.

  • Once you sign the document, click on Next. 

  • You may either download the signed document offline into your PC and/or send it as an email to the client or others.

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