This completely eliminates the possibility of missing paperwork with personal client information. Since there is a lot of highly sensitive information contained in these applications, security is also of high importance, which is built into the software.
#Paperless office software#
This software also works on the backend with the underwriting of policies. This software securely emails the client and the agent during the application process to obtain needed signatures. iPipeline is a software that many insurance companies utilize for paperless applications. Having a lot of paperwork can become disorganized quickly and can get displaced. Not only by clients but also by myself and my staff. As a life insurance agency owner, there is a ton of paperwork that needs to be signed. Jake Irving, owner of Willamette Life Insurance in Beaverton, Oregon, for example, uses iPipeline: ‘In the paperless and remote climate that we all find ourselves in, finding a software that allows you to run a business without needing to have physical papers is essential. But how do you do that? Email those documents to people one by one? While that may work, it’ll also take up a lot of time and make it difficult to track your progress! That’s why a lot of paperless offices use special e-signing software. Just because you’ve gone paperless doesn’t mean you don’t have digital documents to sign and send to others to sign.
Paperless Office Software for Signing Documents
0 kommentar(er)
