eSignatures What, Why and How!

Moderator: Beth Sigurdson, efficientbrokerAmanda Ketelaars, Mitchell & WhaleBill Redford, KealDavid Bell, Canada BrokerLinkDianna George, Hub InternationalPamela Todd, Economical

eSignatures: Strategic, Tactical and Operational

• Digital and audio signatures• Digital and electronic signatures• The benefits

• Increased customer satisfaction• Enhanced security• Cost savings• Time savings

eSignatures Panellist Questions

Strategic1. What was the business case for introducing digital or

audio eSignatures?2. Why did you choose to adopt eSignatures even

though there may not be integration with your BMS/CMS?

3. As a carrier, what benefits have eSignature brought to your organization? Is there a different between audit and digital when answering this question?

eSignatures Panellist Questions

Tactical4. Have you implemented eSignatures in all P&C areas

in your brokerage?5. What roadblocks did you need to overcome?6. For which types of transactions have you chosen not

to offer eSignatures?7. As a carrier, how have your audit practices changed?

Have you experienced any time savings?

eSignatures Panellist Questions

Operational8. How do you handle multiple insured and broker

signatures on a document?9. How is your eSignature process different when a

customer comes into the office?10. How are signatures on multiple documents

handled?11. In what creative ways are you using eSignatures?12. How have your internal and external audit

processes changed?