I work a 350 mile radius (up to 420 to some locations). Some customers are not prepared/ready to sign the day I speak to them. I meet with them in person and enter them into Digicon. Then I have to wait until the next time I am in their area to obtain final signatures. It would be great to be able to send them an email with a link that will allow them to sign electronically. Everyone benefits by getting the policy in force as soon as possible.
|I need it...||
Yesterday (let's go already)
Thanks for this idea William! You actually have many different options available to you that would accomplish what you are trying to do.
Option 1: You could get a DocuSign account which is exactly what you are asking for and is only $10 a month. Here is the link if you would like to check it out https://www.docusign.com/
Option 2: You could email the contracts to the contract holder and have them sign. Then, they could either mail them into the home office or email them back to you and you could email or mail them to the home office.