What do you like best?
The convenience for my traveling clients. It's near impossible to get them to come by the office every time we need their signature. Once they complete the signing, they are automatically provided with their own copy and that puts their minds at ease, especially when they can't receive mail right away. It also provides me with a direct PDF copy that I can save and upload to the carrier or our system with ease. It has made my day to day much easier.
What do you dislike?
I can't delete a document added in error. Also, if I have two insured's in the same home, I have to have separate emails for each insured and sometimes they don't have separate emails. The program will not allow me to pick the same email. Those are the only two issues that I have.
Recommendations to others considering the product
Use It!! Don't let it sit idle on your computer. I would not be able to be as efficient as I am without it.
What business problems are you solving with the product? What benefits have you realized?
A lot of our clients travel, so having this program makes it 1,000 times easier to get necessary documents completed. It also provides them with their own digital copy, as opposed to getting mountains of paper mail. With my elderly clients, they are not always able to come in the office, due to age or medical disability, so this makes a way for me to either get to them or to somebody who helps care for them, in order to keep their policy in tact. It gives us options whereas we didn't have any.