InsureSign

InsureSign

4.9
(221 reviews)

InsureSign is the simplest, fastest and most secure way to get any document signed electronically.

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Showing 221 InsureSign reviews
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InsureSign review by Jeff G.
Jeff G.
Validated Reviewer
Verified Current User
Review Source

"Outstanding! Just keeps getting better!"

What do you like best?

I like the slimmed down, ease of use interface. I feel like it is self explanatory so that it doesn't take hardly any training for a brand new user to feel comfortable using. I also like that it integrates with QQ Catalyst and files the forms automatically into our agency management system.

What do you dislike?

I would like the ability to change the landing page for the insureds, perhaps to a review page. I would also like the ability to text the applications to the insureds without having to upgrade in service.

Recommendations to others considering the product

I would recommend InsureSign without hesitation to those looking at e-sign platforms, especially those in the insurance industry.

What business problems are you solving with the product? What benefits have you realized?

The difficulty of getting forms signed was almost entirely relieved when we first started using Insure Sign. It also helps bolster our image as professional and modern.

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InsureSign review by Cristina  C.
Cristina C.
Validated Reviewer
Verified Current User
Review Source

"Love it!! "

What do you like best?

The convenience and the easy friendly use of the system. We get what we need fast. In our business that's what we need.

What do you dislike?

There are times when we don't get the documents to our email but they are in the system. And also the fact that when we get the notification of what is sent the document sent is not attached . We have to go into the document section to retrieve. We upload our emails to our activities and it would be nice to have the document sent in the activity. It used to be able to do that before the update.

What business problems are you solving with the product? What benefits have you realized?

The ease of getting our documents from our customers signed fast is a huge benefit to us. Our customers want their insurance needs to be met fast and with Insuresign we can do that.

What E-Signature solution do you use?

Thanks for letting us know!
InsureSign review by Brittney G.
Brittney G.
Validated Reviewer
Verified Current User
Review Source

"Insuresign is one of the Best Electronic tools we use"

What do you like best?

I love the fact that its easy and cuts time in half and updates me several times throughout the day where I stand with the form I have sent to a customer for signatures.

What do you dislike?

There isn't really anything I can think of that I dislike about insuresign. It informs me of updates needing to be done and a lot is handled for me.

Recommendations to others considering the product

I highly recommend Insuresign to anyone in the business community. It is highly efficient and outstanding tool to use. Very easy to use and explain to customers.

What business problems are you solving with the product? What benefits have you realized?

We send any and every document through insuresign to customers that can't make it in the office to sign and keep moving. The benefits I have to say is everytime I send something to the customer it goes right away and doesn't give them time to forget about it.

InsureSign review by Michelle K.
Michelle K.
Validated Reviewer
Verified Current User
Review Source

"InsureSign & Our Insurance Agency"

What do you like best?

I love how easy it is to set fields for the parties to complete. And, the completed document comes back in email for easy storage in our system. I also love that if you send more than 1 document, the system can send each document back separately with its own signature tracking sheet. Really helps with distribution of he completed document.

What do you dislike?

With the new platform, it isn't as easy to get multiple documents into the system for signature. I find I have to login in more than once, sometimes log out and log back in for them all to show up. The prior way was easier to see what was happening.

Recommendations to others considering the product

I would say just try it. The only way you can really tell if something will work for you is to get your hands on it.

What business problems are you solving with the product? What benefits have you realized?

The mindset these days is to go paperless and have less paper. InsureSign helps us do this, and also makes it easy to track the documents and to remind signers to complete their part. Much easier than making client appointments or mailing our stacks of paperwork.

InsureSign review by Kasey K.
Kasey K.
Validated Reviewer
Verified Current User
Review Source

"Easy to use! "

What do you like best?

I like how quickly I am able to prepare and send the document to be signed. The response rate on the tech support is very quick, and they are very thorough in helping.

What do you dislike?

I would like to be able to upload more than one documents at a time. I would like to be able to do it at one instead of adding them individually.

Recommendations to others considering the product

It is essential to your office. After you have had Insuresign a while, you will feel like kicking yourself for not using it sooner.

What business problems are you solving with the product? What benefits have you realized?

The problems we were encountering before what that we have several clients that live out of town. We would offer the electronic signature, but the program we previously used was difficult for our clients to use. Insuresign is user friendly and our clients seem to be able to easily navigate on signing. It has saved me lots of time, and increased workflow.

InsureSign review by DeAndra S.
DeAndra S.
Validated Reviewer
Verified Current User
Review Source

"InsureSign, for the Client who can't sit still and the multi-tasking Agent with lots to do!"

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.

InsureSign review by Larry O.
Larry O.
Validated Reviewer
Verified Current User
Review Source

"Excellent eSign Service!"

What do you like best?

InsureSign was selected because of it's ease to use and price. My customers have absolutely no problems esigning our documents. The reminders option is also a great tool that keeps my customers reminded without feeling hassled. So far, none of my customers have called to say they couldn't login and complete the esigning steps. The esign certification that you get is awesome and meets our compliance requirements. Great product that I would highly recommend!

What do you dislike?

There's really nothing at this point that I dislike about InsureSign.

Recommendations to others considering the product

Maybe add a feature to email user to remind them that a document has not be eSigned. This may be a feature but I've not been able to find it.

What business problems are you solving with the product? What benefits have you realized?

Using InsureSign has definitely saved me tons of time and worry. I watch for my email updates and know if a customer hasn't responded in a timely manner to make contact with them.

InsureSign review by Carlynne F.
Carlynne F.
Validated Reviewer
Verified Current User
Review Source

"Work Flow with Ease"

What do you like best?

The ability to send the insured documents through a secure format. The fact that it stores the insureds name and email makes it very easy and efficient. It takes less time than mailing it. We love it in our office. We have received positive feedback from our insureds.

What do you dislike?

There is nothing that I dislike with this product. It is very easy to use and has become a profitable investment for the company. The customers love it.

Recommendations to others considering the product

USE IT!

What business problems are you solving with the product? What benefits have you realized?

Knowing the insured receives the documents and they are not lost in the mail. The capability for the insured to have the document available securely and they can retrieve it at anytime. What I love most is that the insured can never say they didn't receive a document .

InsureSign review by Jason D.
Jason D.
Validated Reviewer
Verified Current User
Review Source

"Insure Sign is the way to go"

What do you like best?

It is simple to use and to train people how to use. Customers have no issues using it as well. They complete and we get signed forms back almost immediately. It is a great solution in today's busy fast paced marketplace. People have less time to come to office for appointments so this helps us do business in today's modern world.

What do you dislike?

I really don't have anything negative to say about Insure sign.

Recommendations to others considering the product

Get on board with Insure Sign now. The interface is simple to understand and show clients and coworkers

What business problems are you solving with the product? What benefits have you realized?

It used to take a long time to send things thru the mail and get them back. Plus the office supplies associated with it cost money as well. We have been able to help complete transactions in a quicker time frame with better more accurate results using Insure Sign.

InsureSign review by Donna G.
Donna G.
Validated Reviewer
Review Source

"Easy, quick, reliable!"

What do you like best?

I have been using InsureSign for my insurance agency's customers since Aug 2018 and I have 100% positive feedback when used. My clients easily sign their documents and I receive them back in record time. I love the fact I get an email with all notifications even when the documents was viewed. Once complete I get a full copy as well as my customer for everyone's records.

What do you dislike?

I wish the cost was discounted to add additional users. It would also be helpful to receive a notification via email of when a document is still outstanding for more than a few days. I would like to be able to set my time frame as maybe 5 days and if not complete a reminder email is sent to me.

Recommendations to others considering the product

Super user friendly. Would recommend

What business problems are you solving with the product? What benefits have you realized?

I am able to quickly receive all the proper signatures for my insurance applications and they are stored in my documents for easy access. Before I had to spend time and money mailing applications to clients. I would also have to send PDF via email and hope they were able to print, sign, and email back. This helps also to avoid mistakes and missed signatures and initials.

InsureSign review by Katie  S.
Katie S.
Validated Reviewer
Review Source

"Super Quick and Easy! "

What do you like best?

Just upload or drag file into the page to get started. I love how quick and easy the program is. I have all of my staff using the program! Timestamp is so helpful. Especially for E&O compliance. I always know where to find a signed document. I love that as the administrator i can pull up the documents that my staff sends out also.

What do you dislike?

I can't really think of anything right now... maybe just cost... the owner of my agency would like it to be cheaper. I liked when we used to get the pdf of the signed doc emailed to us also.

Recommendations to others considering the product

I definitely recommend InsureSign to any company that needs to collected signed documents. It is so easy to use and as the administrator I have access to the documents all my employees send out which makes it extremely easy to follow with the companies we work with and their requests for proof of signatures. Having everything in one place is really a time saver. I can even print to the program also! I don't know how we got anything done before we started using InsureSign.

What business problems are you solving with the product? What benefits have you realized?

We are solving the issue of chasing clients down for signatures on insurance applications. I have found the major benefit being that everything is timestamped and we can prove time signed -- date super quick. Helps in the underwriting process, as well as a great E&O safety net for the agency.

InsureSign review by Amanda G.
Amanda G.
Validated Reviewer
Review Source

"Insuresign is an easy, user friendly platform. It's efficient and brings an ease to doing business. "

What do you like best?

I like that each party received a copy of the document. I also like that it saves the signers information. This is a great feature when you have to sign multiple documents for the same client! Saves time, and time is important!

What do you dislike?

I dislike that you can not use the same email for husband and wife- some people only have one email they share. This makes it difficult to sign for some couples. It would be really helpful if there was a way to tell if you have already downloaded a document. That would be user friendly!

Recommendations to others considering the product

I would recommend this product. It's affordable and really differentiates your business from the competition. A great feature to offer your clients!

What business problems are you solving with the product? What benefits have you realized?

Its much more efficient working with E-sign. Its nice to have the availability to have a document signed in a matter of minutes! It creates an ease of doing business, and saves our clients time as well.

InsureSign review by Bridget B.
Bridget B.
Validated Reviewer
Verified Current User
Review Source

"InsureSign is definately an asset to our business and a must have!"

What do you like best?

Ease of use is the best! I also love that it remembers previous clients that I have sent documents to and automatically input email address and name. I also love how my signed docs are emailed in a PDF that I just have to drag to my management system.

What do you dislike?

OI have absolutely no complaints. Your product works exactly how I need it to work.

Recommendations to others considering the product

It is a great product and very user friendly. I love it and my customers love it!

What business problems are you solving with the product? What benefits have you realized?

InsureSign is fast and very user friendly for both myself and my clients. I love that I can go to one place and see what has been sent, returned, and still waiting to be signed. I use this program for all of my client's signatures.

InsureSign review by Agency
Agency
Validated Reviewer
Verified Current User
Review Source

"We Love InsureSign"

What do you like best?

Extremely easy to use. It's fast and easy for us and our Clients. Let's you know when your request goes to your client, when a client opens the request and next thing you know, you have your signed docs back. You can go back and find signed docs in your history. You have the ability to resend if needed. You have the option to choose to send the item once, or daily or weekly if the item is not returned. You don't need to worry about going in and resending. Several search options to find prior docs sent & signed. You can archive docs that you have already addressed so you don't get them confused with items you still need to address. I love that this is inexpensive as well. Our company went years without an option due to costs from another company so when we found InsureSign & it worked so well, the cost gave us the ability to assign it to everyone in our office. We are very grateful for that!!

What do you dislike?

Would be even easier if the signed docs were in the return email instead of having to go retrieve them. Separate folder for Archived items.

What business problems are you solving with the product? What benefits have you realized?

Very inexpensive compared to our other option that was available. This makes the process so easy for a client that we have found we are not chasing people down for their signed paperwork. This cuts back on wasted time spent following up & having to resend paperwork to clients.

InsureSign review by TERRY B.
TERRY B.
Validated Reviewer
Verified Current User
Review Source

"First time user"

What do you like best?

Since I have never used electronic signatures before, I was a little leery to use the service at first (old dog, new tricks), but InsureSign made it so easy to use, I had no problems at all.

What do you dislike?

There is nothing to dislike about the product

Recommendations to others considering the product

It was easy to use and the documentation is outstanding

What business problems are you solving with the product? What benefits have you realized?

We no longer have to wait for signed documents from our customers that cannot make it into our office. We realized that by sending our documents this way, we are saving not only time but money in paper products and postage.

InsureSign review by Matthew R.
Matthew R.
Validated Reviewer
Verified Current User
Review Source

"Quick and Easy to Learn, Very Efficient. "

What do you like best?

The user friendly platform allows for mastery on the first use. There are no complex steps which need to be undertaken.

What do you dislike?

Signatures cannot be accepted for some documents.

What business problems are you solving with the product? What benefits have you realized?

Getting clients to sign documents when they are in remote areas without access to a printer. Many contractors can sign and complete documents while they are working on site or in the wilderness simply by going onto their phone. It saves the hassle of having to wait for the client to make their way back into an office where they hopefully would have a printer set up.

InsureSign review by Raymond S.
Raymond S.
Validated Reviewer
Verified Current User
Review Source

"The best system out there to if you want to increase production"

What do you like best?

The system is much smoother and clients have an easier time signing. Even those clients that are not tech savvy. We had a lot of problems with clients signing on the old system. Now is amazing. I also like that it remembers clients info so you dont have to re-type email address and names again. It keeps a database.

What do you dislike?

The only thing we dislike is the dashboard. We wish there was a clear dashboard to give us the information on all the signed documents that are out and which ones are signed.

What business problems are you solving with the product? What benefits have you realized?

It increases overall production and it allows us to get things re-signed if there are mistakes. Really allows us to cross our T's and dot our I's.

InsureSign review by Laura Rey I.
Laura Rey I.
Validated Reviewer
Verified Current User
Review Source

"Insuresign"

What do you like best?

The ease of doing business with insuresign

What do you dislike?

The only issue that insuresign has which I know they are working on is the ability to remove a document if placed with a different client in error - both documents needs to be deleted and you have to start again. I am sure Insuresign are working hard to correct this.

Recommendations to others considering the product

I recommend Insuresign over other products - the ease of doing business and also the cost is better.

What business problems are you solving with the product? What benefits have you realized?

To send documents to have signed electronically via email is just so easy and fast. We send out applications all day and the ease of use is wonderful. Worth every penny to have.

InsureSign review by Andrea D.
Andrea D.
Validated Reviewer
Review Source

"Working with InsureSign makes sending and receiving documents a breeze!"

What do you like best?

It is so easy for our Clients - some older with no technology knowledge - to type, click and send. Our Staff can keep track on the homepage the documents that have been sent but not received. The box that allows a personalized message for specialized instructions.

What do you dislike?

Nothing, really. Set up was very easy, and with a few minutes we were all able to use this product.

Recommendations to others considering the product

It is worth every penny to have the convenience for our Clients - of any skill level - be able to type and click their computer and have a document return to our office signed and dated. It also has been worth it to our employees to have a transaction completed in only minutes, and them be able to move to the next task.

What business problems are you solving with the product? What benefits have you realized?

Before InsureSign,, we had to beg, track and threaten people to scan and email or mail their documents to us. Now people are not only sending them back, but usually the same day. We are able to finish transactions in over half the time now.

InsureSign review by Katelyn K.
Katelyn K.
Validated Reviewer
Verified Current User
Review Source

"User Friendly and Efficient"

What do you like best?

The InsureSign interface is user friendly and easy to follow. You can easily go back and forth to edit your documents before sending. It is simple to use and allows us a level of efficiency that would not be possible without electronic signatures.

What do you dislike?

I dislike that I cannot add blank text boxes, with text, without adding an additional signer (myself) in the process, or having to edit the PDF before sending it. The prior system we used allowed us to add text boxes during the sending procedure.

What business problems are you solving with the product? What benefits have you realized?

In our business, every change or application must be signed and approved. This saves us time, postage, and many hours of follow up, by getting almost instant signatures.

InsureSign review by Administrator
Administrator
Validated Reviewer
Review Source

"Has been great service and system since we started"

What do you like best?

The communication from the top down with the company has been wonderful. They are always helpful. They encourage us to give them feedback and actually listen to what we have to say. If there has ever been an issue they have always been on top of it. The new integrations are great. The price point is right where I like it. This company I have seen grow and I am glad to be a part of it since the beginning.

What do you dislike?

I have not had any dislikes as of yet. They have always been available when needed. I am sure that they will continue on the same trajectory with their company and I will be continuously pleased.

Recommendations to others considering the product

As I stated previously, the ease of use, the support and the price point. A trifecta!

What business problems are you solving with the product? What benefits have you realized?

The integration to our management system has been a great new feature. Helps us to connect our data directly to the clients file with ease. The time it saves to add our data to each client is immeasurable.

InsureSign review by Mufti Jamil A.
Mufti Jamil A.
Validated Reviewer
Review Source

"My Experiences With InsureSign"

What do you like best?

It's web-based, so there is no need to download any software. And you can get alerted when the document is viewed. It is very simple and straight forward. Also, the software can send reminders to your clients.

What do you dislike?

Before they went strictly to the web based version after signatures were collected the sender would receive a copy of the document in their inbox. That was a great feature. It's not that big of a deal but now I have to take the extra steps to log on to the website navigate to the page where the document is stored and manually download it.

Recommendations to others considering the product

The software is web-based, very straight forward and easy to use. You can also be alerted to when the document is viewed and set up reminder emails to collect the e-signature.

What business problems are you solving with the product? What benefits have you realized?

The best way to collect a signature from my clients without having to go through the hassle of setting up a meeting in person, or relying upon mailing, or faxing. The process is relatively fast and very convenient.

InsureSign review by Wendy S.
Wendy S.
Validated Reviewer
Review Source

"Great Functionality"

What do you like best?

I love the ease of use of the program and how streamline it makes document signing for us and our customers.

What do you dislike?

I wish we could change password and/or notification options after sending for signature. The mobile responsiveness seems a little clunky from time to time. We often receive phone calls about where the 'submit' button is because they don't realize that they need to change their phone orientation in order to see it.

What business problems are you solving with the product? What benefits have you realized?

Being able to have documents that require signatures completed in a rapid pace to keep our daily tasks moving along. It works great allowing our clients to access from computer or from their mobile devices. I think that they very much appreciate how stream lined the program is and how easy it is for them to use as well.

InsureSign review by Virginia R.
Virginia R.
Validated Reviewer
Verified Current User
Review Source

"President"

What do you like best?

Easy to use and manage. On the rare occasion I have had a technical issue the support staff was very quick to respond and fix the issue.

What do you dislike?

Nothing. You want 40 characters but "nothing" only takes up 7

What business problems are you solving with the product? What benefits have you realized?

The biggest problem solved is no more chasing down clients for signatures! 99% of our clients love using the program. Many have mentioned how much easier InsureSign is to use than other e-signature programs. The biggest benefit is getting files completed and off our desks the same day, no more time wasted waiting on signatures are revisiting files to follow up on signed documents.

InsureSign review by Executive Sponsor
Executive Sponsor
Validated Reviewer
Verified Current User
Review Source

"InsureSign has been a Game Changer for our Agency!"

What do you like best?

Before InsureSign, we were faxing or snail mailing documents for signatures. The whole process of getting policies bound was very tedious and could sometimes take a week. Once we signed on with InsureSign, our binding process changed to a matter of hours (and only hours because the clients didn't sign immediately). Otherwise, our process could be done in 10 minutes.

What do you dislike?

If I could delete a document from the signature pack on the fly as I am laying out fields for signature, it would be perfect.

Recommendations to others considering the product

If you are still using paper to acquire signatures, you are in the wrong century. InsureSign can help you go paperless.

What business problems are you solving with the product? What benefits have you realized?

Speed. Processing and record keeping (and digital filing) has become spectacular. It has helped us navigate away from paper files at all!

InsureSign review by Alison G.
Alison G.
Validated Reviewer
Verified Current User
Review Source

"Won a free trial and stayed because we liked it so much!"

What do you like best?

Ease of use and ease of training. All users are quick to learn the procedures and can remember the steps!

What do you dislike?

I have not come across anything I dislike.

Recommendations to others considering the product

Have one or two people try it to start. We do not allow everyone to use it as there are some who will not use it on a daily basis.

What business problems are you solving with the product? What benefits have you realized?

Our turn around with signed apps and LPRs is sooooo much quicker and more efficient than before with faxing and mailing.

InsureSign review by Karen W.
Karen W.
Validated Reviewer
Review Source

"InsureSign saves TIME!"

What do you like best?

So many things! Its easy for both users and recipients to navigate through the system. I don't have to worry so much about if someone is going to return my needed documents to me in a timely manner or at all for that matter.

What do you dislike?

I wish there was an option to go back and rearrange/delete/add documents after adding participants. I've had to cancel and start all over again to make changes. I also wish there was some way to avoid emails for 1st time users from going into their junk mail folder instead of directly into their inbox.

What business problems are you solving with the product? What benefits have you realized?

TIME! No more waiting a week to receive mailed documents back from insured's that don't have access to printers, fax machines or scanners. Less postage being used for mailing 2nd and 3rd requests to insured's for paperwork.

InsureSign review by Dana R.
Dana R.
Validated Reviewer
Verified Current User
Review Source

"INCREDIBLE TIME SAVER AND EASE OF USE"

What do you like best?

We deal with clients of all ages and comfort levels when it comes to new technology. Insure Sign is simple and instructions are clear and easily understood. I have yet to have an instance where a client calls and says they can't figure it out. An incredible time saver!

What do you dislike?

Nothing! I would not change a thing.

What business problems are you solving with the product? What benefits have you realized?

Sending documents to clients that are not local or that do not have the time to stop by the office to sign a document.

InsureSign review by Mandy S.
Mandy S.
Validated Reviewer
Verified Current User
Review Source

"Very efficient and easy to use for both Agent and Customer"

What do you like best?

The simplicity of the program! The fact that I can offer this capability speaks volumes that the company I work for is willing to go above and beyond to service the customers!

What do you dislike?

I honestly don't have a single dislike for InsureSign.

Recommendations to others considering the product

This completely exceeded my expectations!

What business problems are you solving with the product? What benefits have you realized?

Legal insurance documents are signed by using InsureSign. I can now write a policy while the customer is on the lot purchasing a vehicle to expedite the process! I can also reinstate a policy without the customer having to drive the uninsured vehicle to the office!

InsureSign review by Gwen Z.
Gwen Z.
Validated Reviewer
Verified Current User
Review Source

"The original Insure Sign was very small but I never had issues with documents populating. "

What do you like best?

Ease of use once the document populates. Big enough to read the screen, remembering often used emails, getting documents back quickly from customers.

What do you dislike?

Had to change to Chrome from Internet Explorer in order to have documents populate. Messing up all of my programs as a result of making the change in Insure sign only.

Recommendations to others considering the product

Best application if using Chrome and not Internet Explorer or Edge

What business problems are you solving with the product? What benefits have you realized?

Receiving documents back quickly compared to waiting weeks for a signed application or cancellation form.

InsureSign review by Joel B.
Joel B.
Validated Reviewer
Verified Current User
Review Source

"Time Saver"

What do you like best?

This is the only software we have purchased that actually saves time. It works great and our customers love it.

What do you dislike?

so many questions from a survey so many questions from a survey so many questions from a survey so many questions from a survey so many questions from a survey so many questions from a surveyso many questions from a survey

Recommendations to others considering the product

so many questions from a survey

What business problems are you solving with the product? What benefits have you realized?

Getting signatures was difficult and time consuming prior to insuresign

InsureSign review by Jenny C.
Jenny C.
Validated Reviewer
Review Source

"ease of doing business !!"

What do you like best?

just a few short screens and you are done. not cumbersome to use and I definately like getting the

confirmation at the end that the docs have been sent,.

What do you dislike?

we find it difficult if we need to resend docs that have already been sent. I usually just reprint them and start over. I am sure there is a way to do it in Insure Sign but have not found it yet :(

Recommendations to others considering the product

give it a try, you won't be sorry !

What business problems are you solving with the product? What benefits have you realized?

quick signature turnaround so we can process faster. The clients do not have to come into the office anymore or print, sign and return.

InsureSign review by Michelle B.
Michelle B.
Validated Reviewer
Verified Current User
Review Source

"So Easy To Use!"

What do you like best?

It is extremely quick and easy for both agents and customers use. I love that you can upload more than 1 PDF for signature and send in one email to the insured! Makes everyone's life easier!!

What do you dislike?

I like everything about it so far. I wouldn't change anything.

What business problems are you solving with the product? What benefits have you realized?

Since it is easier for the insured to use, we are saving time and receiving signed documents right away!

InsureSign review by Tracy Z.
Tracy Z.
Validated Reviewer
Verified Current User
Review Source

"Great product!"

What do you like best?

InsureSign is user friendly for both myself and my insured. Even my "older" customers have no issues navigating. It has saved a ton of paper and so much faster than sending documents through email and having to wait till they get to a printer.

What do you dislike?

My only issue with InsureSign is the lack of the drop down function.

What business problems are you solving with the product? What benefits have you realized?

Again, just the drop down would be helpful.

InsureSign review by Sandi W.
Sandi W.
Validated Reviewer
Verified Current User
Review Source

"InsureSign is the only e-signature program I use!"

What do you like best?

So simple and it doesn't matter how many pages you need to get signed. They are always clear and crisp. Quick, easy and convenient for customers to return signed forms.

What do you dislike?

Would like a blank text box feature if there is a block of info that needs to be completed.

Recommendations to others considering the product

YES!

What business problems are you solving with the product? What benefits have you realized?

Don't need to worry if your customer has a printer or fax any more.

InsureSign review by Travis P.
Travis P.
Validated Reviewer
Verified Current User
Review Source

"Perfect Software for the Insurance industry."

What do you like best?

Insuresign time-stamps all signature pages, and it's extremely easy to use.

What do you dislike?

There is nothing negative to mention about this software.

Recommendations to others considering the product

Very affordable, and extremely adequate program.

What business problems are you solving with the product? What benefits have you realized?

InsureSign enables us to get signature from customers who may be far away from our office, or have just recently came to the office; so we don't have to ask them to come back in to sign.

InsureSign review by Daniel S.
Daniel S.
Validated Reviewer
Verified Current User
Review Source

"simply the best e-signature platform on the industy"

What do you like best?

easy to use , web based, notifications, attachments of documents completed via email. e-signature setup workflow, logo branding,

What do you dislike?

no texting feature for all tier plans, legal stamp time zone shows only Central. expansion for mobile document creation would be ideal as well.

Recommendations to others considering the product

what are you waiting for?

What business problems are you solving with the product? What benefits have you realized?

insurance contracts, policy changes and other insurance related documentations. It has help my business grow tremendous being able to offer easy to use signature platform in solving my clients needs wherever they are.

InsureSign review by Marcos A.
Marcos A.
Validated Reviewer
Verified Current User
Review Source

"No Issues whatsoever"

What do you like best?

my customers never have any issues when signing a document. I have never gotten any complains from my clients when signing.

What do you dislike?

having to re-do the document if I mess up an email

Recommendations to others considering the product

You wont regret it. Easy and simple for user and Client.

What business problems are you solving with the product? What benefits have you realized?

we are saving a lot of time because the client doesn't have to come to the office to sign. We also save a lot of money by not printing and mailing out applications.

InsureSign review by Derek R.
Derek R.
Validated Reviewer
Verified Current User
Review Source

"Great Product "

What do you like best?

Ease of Use , for us and our clients, this allows our clients to realize we are technology driven and we have an appreciation for their time.

What do you dislike?

Not much to dislike, we are on the lower version of the product so we don't have all the capabilities of the software but it works for what we need now.

Recommendations to others considering the product

Yes

What business problems are you solving with the product? What benefits have you realized?

This allows us to get more done and it allows ease of use for our clients so they don't have to print applications, scan and email back, it's just click and it's automatically sent back to us.

InsureSign review by Agency
Agency
Validated Reviewer
Review Source

"So easy and user friendly!"

What do you like best?

I love that I can see when the client looks at the document as well as signs it. It helps me track everything easily. I like that it is easy for our clients to use, we have a lot of younger clients as well as older clients. They enjoy the fact that we know how to explain to them how to sign in and effectively use the esign to the best of their ability.

What do you dislike?

I dislike that it sends me an email when I send the document originally. There isn't much I dislike, as it is user friendly.

Recommendations to others considering the product

Insure sign is an amazing company. I suggest using it when you are working in an office setting that requires signatures on documents.

What business problems are you solving with the product? What benefits have you realized?

We are solving signatures that are needed when the client cannot come in to sign. More people are esigning instead of coming in to sign. There have been an extreme amount of benefits using esign.

InsureSign review by Lindsay  G.
Lindsay G.
Validated Reviewer
Verified Current User
Review Source

"Best E-Sign Program "

What do you like best?

Insure Sign is the best in our Insurance office as we have lots of out of town customers and we can send Documents to them via email and they can sign and It comes back to us immediately.

What do you dislike?

I have no dislikes about Insuresign. It is the best

What business problems are you solving with the product? What benefits have you realized?

We are able to send documents to customers that live out of town and it saves them from having to come in the office.

InsureSign review by Stanna R.
Stanna R.
Validated Reviewer
Review Source

"The speed of business we need in a user-friendly format"

What do you like best?

All our agents like the ability to set reminder emails daily or weekly. Our clients appreciate this, too. We also love the ease of use in setting up each document.

What do you dislike?

Would like for document confirmation emails to have document attached for easier storage in our agency management system.

What business problems are you solving with the product? What benefits have you realized?

As an independent agency, we work with about 20 carriers, not including all our excess and surplus carriers, so InsureSign helps us keep up with our documents needs and allows us to easily move signed documents to our agency management system for secured storage.

InsureSign review by Agency
Agency
Validated Reviewer
Verified Current User
Review Source

"I love InsureSign!"

What do you like best?

It makes it so easy for my clients and myself! It helps to get documents to them no matter where they are to sign as quick as possible. I like that it also has a reminder for not only myself, but for my clients. Having it backed up in storage is great too! I highly recommend this product to all those I meet.

What do you dislike?

I wish once the client signs it would keep the documents separate send it back seperate vs stacking. It helps if you have for example auto and home applications, when signed it stacks it all together.

What business problems are you solving with the product? What benefits have you realized?

none

InsureSign review by Ashley L.
Ashley L.
Validated Reviewer
Verified Current User
Review Source

"InsureSign User - Constant Basis"

What do you like best?

New online platform is faster than previous and much more streamlined for my needs

What do you dislike?

no complaints, but would like to see more choices opened up for the non-pro users

Recommendations to others considering the product

Recommend the PRO version to get better access if you will use 24-7

What business problems are you solving with the product? What benefits have you realized?

It's a great way to have proof of client receipt on documents without having to send certified letters on everything

InsureSign review by Deidre R.
Deidre R.
Validated Reviewer
Review Source

"Easy and effective signing system for your clients"

What do you like best?

I love the fact that our clients' are able to use an easy system designed to obtain signed documents that are needed immediately. The client are able to sign documents anywhere.

What do you dislike?

Nothing as yet. In the beginning we were having minor issues but tech support was readily available to assist.

Recommendations to others considering the product

Get your clients on board to electronic signing. It's less of a hassle having to do it any other way and saves time.

What business problems are you solving with the product? What benefits have you realized?

They system is direct. Sign and send. Very easy with no complications. I like how daily email remainders as an option for some clients who may forget that there is a document that is needed signed.

InsureSign review by Laura or Arthur  S.
Laura or Arthur S.
Validated Reviewer
Review Source

"Great ease for client service"

What do you like best?

It is a quick business way and secure way of getting documents in house swiftly and effectively. Saves a bundle of money on mailing and is a great way to communicate with clients.

What do you dislike?

The only drawback is this system will not work if your clients do not have an updated cell phone or a computer or know how to use it.

Recommendations to others considering the product

We highly recommend this tool for offices that deal with a lot of signatures and need to expedite documents quickly.

What business problems are you solving with the product? What benefits have you realized?

Solved document time and money saving with mailings.

InsureSign review by Gina R.
Gina R.
Validated Reviewer
Review Source

"Review for Insuresign program"

What do you like best?

In the line of work I am in this program has made things so much easier to obtained the signed documents I need ten times faster.

What do you dislike?

There is nothing I don't like about this program

What business problems are you solving with the product? What benefits have you realized?

InsureSign allows me to cut down on the time frame I am able to receive the signed documents I need to issue new policies or process changes for a client on their policies. It cuts down the time I would have normally had to put these documents in the mail to the clients and them mail the documents back to me signed.

InsureSign review by Jack L.
Jack L.
Validated Reviewer
Review Source

"Must-Have eSignature App"

What do you like best?

Intuitive, Easy-to-Setup, Customer-Friendly, Improves Close Rates, Shortens Sales Cycles, Improves the Customer Experience, Very Cost-Effective

What do you dislike?

Can be challenging to get non-digitally savvy team members to adopt InsureSign, but that's not really the fault of the software. Digital laggards are a challenge with most software utilization.

Recommendations to others considering the product

Better product for a reasonable price.

What business problems are you solving with the product? What benefits have you realized?

Helps us close deals more quickly. Lessens the time new customers have to consider alternative decisions. Shortens our sales cycles, as most customers now sign our Proposals upon receipt, versus waiting 3 or 4 days after we have to hound them for the signed document.

InsureSign review by Scott S.
Scott S.
Validated Reviewer
Verified Current User
Review Source

"Easy as Pie!"

What do you like best?

It's just very simple to use for me and the person on the receiving end.

What do you dislike?

I don't any issues with the product at this time.

What business problems are you solving with the product? What benefits have you realized?

I have saved so much time and headache trying to get customers to print an application to sign at home and fax or email it back. People either don't have the tech, time, or the will to get it done. This makes it so simple for them!

InsureSign review by Mattea M.
Mattea M.
Validated Reviewer
Verified Current User
Review Source

"Valuable Tool"

What do you like best?

Integrates with our agency management system.

What do you dislike?

If a couple shares an email address, you need to download and send document twice to be signed.

Recommendations to others considering the product

Great integration to Vertafore management programs and acceptable in the insurance industry.

What business problems are you solving with the product? What benefits have you realized?

We solve the problem of people on the go to sign electronically.

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InsureSign
4.9
(221 reviews)