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FinancePro DocuSign Integration brings ease of eSignatures to MGA-MGUs

Posted on November 22, 2016 by Milena Babayev-Gurvits in Digital Insurer

FinancePro and DocuSign Integration brings ease of eSignatures to Managing General Agents and Managing General Underwriters

How many times have you closed a deal over the phone only to end up waiting for days for an agency or carrier to get back to you with signed paperwork? It’s frustrating, right? You’d rather get the deal done today. Right NOW if you could!

Now you can.

Here’s the reality: Customer demands and expectations change at the speed of technology. The insurance industry isn’t exempt from these changes. In order to stay relevant, insurance agencies, carriers, Managing General Agents (MGAs), and Managing General Underwriters (MGUs) alike are adopting new tools and new ways of thinking about customer experience. Specifically eSignature solutions like DocuSign. They’re one of the hottest solutions on the market today helping businesses like yours capture thousands of dollars in increased productivity. They save time and costs associated with printing, copying, faxing, and overnight shipping.

Vertafore understands how important it is to exceed customers expectations and deliver a positive customer experience. We work diligently to build and integrate with world-class tools. Many of our Agency customers already enjoy the benefits of a DocuSign eSignature integration and I'm thrilled to announce that MGAs and MGUs will now enjoy the same integration with their use of FinancePro.

What will this integration mean for MGAs and MGUs? Beyond your ability to stay agile and increase the ease of doing business, there are four huge benefits you'll see from our world-class integration with FinancePro and DocuSign.

1. Exceed Customer Expectations

PC vs Mac? Laptop vs. Phone vs Tablet? Not an issue for DocuSign. It’s available on all devices so clients get a faster, more convenient way to interact with you no matter where they are.

Does your business slow down when you have to send documents back and forth? DocuSign makes the process simple. Additional interested parties may be added during the quote process to receive the agreement once it has been signed. And the signing order between the agent and insured can be changed for each agency to provide added flexibility.

Luther J. Grafe, SVP and Chief Risk & Operations Officer at BankDirect Capital Finance weighed in on his experience with the new DocuSign + FinancePro integration saying:

The FinancePro team is constantly finding ways to better their system and simplify the day-to-day processes for their customer’s .Their new DocuSign eSignature feature does just that! As a leading premium Finance provider, BankDirect Capital Finance processes countless loans every day. Being able to sign the loan agreements digital from any device is a real time save for our agents and insureds. Wonderful system features like this are a natural result of their commitment to development, and a key reason why FinancePro has been and continues to be a game changer for BankDirect.”

2. Increase Speed to Revenue

With FinancePro and DocuSign, customers complete documents quickly, completely, and error-free. This allows your staff to spend more time focusing on clients, and less time tracking down signatures. You get signed documents in a matter of minutes rather than days or weeks.

3. Safe, Reliable, and Secure

The eSignature process starts and ends in FinancePro. DocuSign is the most reliable and globally trusted service for eSignatures exceeding the most stringent U.S. and global security standards. It’s the global standard for secure digital transaction management.

Lear more about DocuSign's security and how it works

4. Interact with Clients Faster

The DocuSign integration is built right into FinancePro so you don’t have to go into multiple systems to do your job.

Ready to learn more?

Get in touch with a sales rep today

CSR Blog 


Milena Babayev-Gurvits
Milena is a Product Marketing Manager on the Vertafore's Carrier and MGA team.  With over 12 years of B2B marketing experience at companies like Microsoft and AT&T, Milena focuses on helping Carriers, MGAs, and MGUs get the most out of their relationship with Vertafore. 






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