Vertafore has partnered with DocuSign to eliminate the hassles, costs, and lack of security in printing, faxing, scanning and overnighting documents for signature. With DocuSign, agents can earn revenue faster while giving clients the convenience they expect when it comes to eSignatures.

Impress Your CustomersDocuSign is accessible on all devices, which means a faster, more convenient way to interact with your clients, regardless of their location. Customers can sign electronically – anywhere, anytime and on any device. They don’t have to visit your office, wait for the US mail, or print, sign, scan and email documents to you.

Increase Speed to RevenueThe time it takes applicants to complete documents using ink and paper puts you at risk of customer attrition, especially if your competitors can complete the process faster. With Vertafore + DocuSign, customers complete documents quickly, completely, and error-free. This allows your staff to spend more time focusing on clients, and less time tracking down signatures.

Safe, Reliable and SecureDocuSign offers an enterprise-class network that is proven to be safe, reliable and secure. It has the highest level of security certification – ISO, SSAE16, and PCI compliance, and TRUSTe certification. DocuSign’s fully redundant SSAE 16 certified data centers, network, policies, and procedures have passed 100% of security audits with the largest insurance and financial services institutions, making DocuSign safer and more secure than pen and paper.

With DocuSign + Vertafore, the eSignature process starts and ends in your management system. The process is secure, and all steps are documented, with completed forms automatically filed in your system:

• Documents are sent for signature quickly, easily and securely.

• Automatic reminders are sent to customers, so staff can stop chasing down signatures.

• Once signed, the documents are automatically filed in your management system.

• No need to scan the signed documents or manually create an activity.

© 2017 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

eSignature technology for the insurance industry.Your clients want to do business when, where and how it is convenient for them. This means having a faster, easier way to sign documents, rather than driving to your agency or waiting for mail. Not to mention, your staff wants to spend quality time with customers, rather than tracking down signatures sent by mail or fax.

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“ In our agency, minutes can make a difference. DocuSign coupled with our Vertafore systems has given us the competitive edge against our competition while ensuring that we’re complying with the signature requirements from our carriers.”

Leif Hurst, Director of IT, CoVerica