Ebook

Automate Agreements and Book Business Faster with DocuSign and Vertafore

Automate Agreements and Book Business Faster with DocuSign and Vertafore

Pages 2 Pages

DocuSign eSignature integrates with Vertafore platforms (AMS360, QQCatalyst, FinancePro, and Sircon) to help insurance agencies automate agreement processes and close business faster. Agents can send, sign, and manage documents directly within their management systems, boosting productivity and customer satisfaction. The integration offers quick setup, automated reminders, mobile signing, and robust compliance features like digital audit trails and identity verification. With secure, efficient workflows and enhanced user experience, agencies can streamline operations and meet growing digital expectations without needing IT resources.

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