I recommend Kuda Sign. Fraction of the cost and cool features. You're welcome!
DocuSign for P&C - Any Doing This?
- Thread starter insurance1822
- Start date
I recommend Kuda Sign. Fraction of the cost and cool features. You're welcome!
- 977
I've been using cudasign as well. Super cheap but not fully featured like docusign. Still, hard to argue getting 3 years of service for about the same as 2 months with docusign.
- Thread starter
- #23
- 1,581
Docusign has literally revolutionized my operation. We have freed up at least 3 hours per day on my CSR. It is inexcusable that I haven't been using it for all these years. And it's like $30 a month so who cares
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^^^And it can be integrated with PMS360, if you go that route!
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....And twice on Sunday!
Best things since sliced bread. Seriously, once you go this route you'll consider paper signatures something out of the stone age.
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Who doesn't use it for P&C?
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Are you guys using docusign templates or placing the fields on every app that you send out? Docusign seems to be the most reliable but haven't gotten used to the user interface yet.
- Thread starter
- #30
- 1,581
^ I put together a template for our cancellation forms so you just fill in the fields. WAY EASIER that way. Make sure your specify the fields as READ ONLY and it's actually somewhat finicky.
For example...you fill out a whole cancellation form & then all of a sudden in takes info from one field & copies it into another. REALLY annoying
For example...you fill out a whole cancellation form & then all of a sudden in takes info from one field & copies it into another. REALLY annoying
