esign Helper
Assures agents can focus on the policyholder interaction, not
manual entry by pre-filling forms before signing.
eSign Helper streamlines digital signature collection by pre-filling
forms with client
data. Unlike generic e-signature, eSign Helper integrates directly with carrier systems
to guide
both CSRs and customers through the signing process with clarity.
Help agents focus on people, not paperwork.
The solution goes beyond basic editable PDFs:
Forms are pre-filled with policyholder and policy data.
Agents and CSRs can focus on the interaction, not manual entry.
Returned forms provide clear, typed text instead of handwritten entries.
Forms are reviewed for eSign suitability. Where needed, forms are updated using our forms-as-a-service model.
The system identifies signers (insured, owner, guardian, spouse, etc.) based on state rules.
Management dashboard offers reminders, email changes, and cancellation tracking.
Forms-as-a-service enables vendors to merge data into the carrier’s own forms.
Continuous Maintenance for Continuous Performance
We offer a monthly maintenance service so your forms stay accurate and functional, ensuring uninterrupted operations without the delays or extra costs that typically come with post-delivery fixes.
READY TO STREAMLINE WORKFLOWS & ENHANCE EFFICIENCY?
REQUEST A DEMO TODAY!