Who Uses This Software?

InsureSign is perfect for businesses of all types and sizes that want to eliminate paperwork while saving time and money.


Average Ratings

101 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $15.95/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • InsureSign
  • insuresign.com/
  • Founded 2011
  • United States

About InsureSign

InsureSign is the simplest, fastest and most secure way to get any document signed electronically. Trusted by thousands of businesses of all sizes, InsureSign lets your customers easily sign your documents from their laptops, tablets and mobile devices - and even via text message. All customers enjoy dedicated customer assistance available via phone at any time.


InsureSign Features

  • Audit Trail
  • Authentication
  • Auto Reminders
  • Customizable Templates
  • Document Analytics
  • Mobile Signature
  • Multi-Party Signing
  • Task Progress Tracking

InsureSign Reviews Recently Reviewed!


InsureSign is fantastic! No more waiting for weeks to get our clients to return signed documents!

Oct 17, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: What impressed me most when I was shopping for an e-signature software for our company was how easy to use it was. I was never trained to use it, nor did I have to read any instructions - it was all self-explanatory. Ours is a time-sensitive business, and once we signed on with InsureSign we were astonished how the timing for client responses dropped dramatically. It was comforting knowing we could ge, and actually were getting, our needed documents returned within minutes versus days or weeks.

Cons: We would like the ability to send a document to more than two users. Oftentimes we need a third signature and it would be very handy.

Vendor Response

by InsureSign on October 23, 2017

Thanks Kelly!

By the way, in our latest release, you can add as many signers as you like - it is unlimited. To move up to the new platform now, just shoot us an email at support. Of course, there is no charge for the update.

Ease of use.

Nov 10, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The program works fantastic, people have no problem using it regardless of their awareness of computers or programs. Customers love the program it is much easier to use than the insurance company e sign programs. Your e sign program also works when our own e mail is down. Could not praise it more.

Cons: The install program is not easy to install but thankfully your technical support is always available to help us.

Overall: We get all executed documents that are clear, precise and signed it even gives you the IP addresses, in case you ever need them.

Very User Friendly, Great Customer Service, and Allows us to Run our Agency to our Highest Potential

Oct 25, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Very Easy to Use, Fast Processing and Efficient Turn Around Time from start to finish. Also every signed document can be emailed directly to the user.

Cons: I know software is changing daily so everything gets better the more and more we use it, I would like to see the option to delete a file once we download the file in a customers file. This will allow our agents the ability to manage all the signed files from day to day business.

Overall: Speed and Efficiency, The ability to help up finalize our sale.

Capterra loader

We'd be lost without this!

Nov 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The ability to be completely paperless and have a process with such ease of use to our clients is second to none. We've been using Insuresign since 2014 and have no thought that it won't always be of use in our office.

Cons: There's nothing we don't like, although there are enhancements we suggest to the development team here and there and they listen to our requests and either make them happen or let us know why something might not work how we want it to.

I Love InsureSign

Jan 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I love InsureSign because it makes my life as an agent much easier. People often can't come into the office but are able to pop into their email and quickly electronically sign applications, cancellation requests, etc. I don't have to wait a long time to get the documents I need.

Cons: Adding the ability to put the time of day next to the signature would be helpful in certain instances.

Overall: My experience with InsureSign has been overwhelmingly positive. I love it! I no longer have to wait forever for clients to arrange their busy schedules to come into the office to sign applications or other documents. This means less time spent on follow-up for me.

Eliminates Almost all paper

Feb 27, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
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Pros: It eliminates 99% of the paper I used to handle with new Applications.

Cons: My only complaint is that It does not allow for you to append or change the documents that were attached if you see you left something out mid signature placement. You have to scrap it and start over.

Overall: It saves me time with clients at my desk because they are not REQUIRED to come in an sign in person. This keeps my workflow moving and I don't have to get bogged down with clients in my office.

Ease of use

Feb 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
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Pros: What we have enjoyed about Insuresign is how seamless it works with our other software to make signing forms very easy.

Cons: We have no dislikes with this software.

Overall: Being in the insurance business we have applications and other forms that have to be signed by the customer. With Insuresign we can accomplish all of this without the customer having to take time out his day to come to our office. Most transactions from start to finish can be wrapped up in ten minutes our less.

Capterra loader

Best program out there~

Oct 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I love the ease of use not just for my staff but for the end user. InsureSign allows us to quickly get documents sent out and returned. We have a 100% return rate with an average turn around time of 20 minutes. It's fantastic!

Cons: I can't say there is anything I dislike about the product. A recent update threw a couple little kinks but in usual InsureSign style, they rectified the situation with speed and care.

We've used InsureSign for the past two plus years and we couldn't be happier.

Nov 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: InsureSign has made it easier for us to do business. With the majority of our customers preferring email communication the ability to get digital signatures is priceless.

Cons: Not really a con but it would be nice if InsureSign integrated with our agency management software. Attaching and forwarding signed documents is quick and easy.

Overall: Easy of doing business and increased productivity

Great service. I don't know what we'd do with it.

Sep 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Easy as 1 2 3. We love the service that Insuresign offers. We have saved time and postage money by using this services. Transactions that used to take weeks to accomplish due using the US Postal Service now take a matter of minutes to complete. Time is money. Thanks InsureSign! Rodney Stewart, Tristar Insurance Services of Dunn NC

Professional Product with must-have features

May 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Top benefit for my purposes - documents, once reviewed/signed are emailed back to me for attachment. This simplifies my processing and saves a lot of time.

Cons: I have not yet found a downside to this software. The company stays on top of it's programming and the technicians are fast to answer questions/assist when needed.

Literally anyone can use this program.

Oct 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The interface is very easy to work with and customer have no trouble completing documents I send to them for signing.

Cons: I sometimes notice the minor delays between the prompts when filling out a form and it bothers me just a little. I wish it ran a bit faster but I don't think the average person is as caffeinated as I am.

Overall: The customer doesn't have to come to our office which saves them time. We can have a document sent and received in minutes and that really improves the functionality of our small office.

AMAZING

Feb 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: SUPER easy to use. I could not imagine selling insurance without using Insuresign. The money we saved on stamps MORE than paid for this service. It would be a deal at twice the price.

Cons: the desktop platform had some issues with adding documents but that has been corrected with the online version.

Capterra loader

A Fabulous Addition to Our Client Experience

Oct 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The ease of use of this product is great for our variety of clients. The process is simple, the tracking is fantastic and this is a service we see using for all of our client needs. The updates with technology are on point and we were up and running in no time flat.

Overall: Ease of use

Simple & Fast

Mar 14, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I want to send the document as fast and as easy as possible, and it does that. I know when it's arrived at my clients inbox, when they open it, and when they sign it. I get it back as a PDF ready for my records or send back out. All with minimal involvement by me.

Cons: It's simple & works, nothing really wrong with it.

Overall: I send accords, finance agreements, affidavits or anything else that needs to be signed to my clients. They don't need to worry about printing, scanning, and emailing anything back to me. If they forget about it, the program can be set up with automatic reminders. It makes an important part of my business move faster.

I love insure-sign, it makes getting signatures from clients so much quicker and easier!

Apr 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It's very simple and user friendly, I don't find that clients have any issues navigating how to sign the documents which makes the whole process smooth!

Cons: I have no complaints! I don't think anything needs to be changed at this time. Keep up the good work!

Insuresign

Apr 30, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: it's very easy to use and offers our clients the convenience of signing paperwork anywhere without driving to the office

Cons: I haven't had any issue with InsureSign

Overall: This program has saved so much time for my clients and has helped me close deals so much faster.

Total timesaver!

Apr 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I love the ease of InsureSign. Previously we were waiting on texts, fax and email with attachments from insured's when trying to close a sale. This has been a huge time saver in our office...applications and endorsements are done in minutes. Anyone who is not using the InsureSign product should really look into it...totally worth the investment!

Cons: None so far....we all seem to be very satisfied.

Overall: Increased sales, customer's are very satisfied with ease of use.

Capterra loader

Makes completing the sale easy.

Feb 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Easy system to learn and use. Have not had any issues with glitches lately.

Cons: More affordable integration with our agency management software would be nice.

THE FUTURE IS NOW

May 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It's convenient for customers and me. It saves time, paper and ink.

Cons: If I'm in the middle of a document and I realize I need to amend my document, I can't just delete the one page and then add the corrected document in it's place. I have to start over.

Overall: It's been very positive, I can't imagine going back to the "Send to customer to print, sign & scan...then wait wait wait wait until the customer gets around to doing all that". With InsureSign the documents are sent via e-mail and with a click of a button, it's done and customers can do this using their mobile phone.

We couldn't run our business without. Makes document exchange efficient and expedient.

Oct 24, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Makes getting documents signed so easy and efficient. I really don't know how a business could operate without it and provide a seem less client experience. The importing of documents, the follow up, and the ability to easily document the exchange make InsureSign invaluable.

Cons: The new version took out many of the frustrations found in the old version. I can now drag documents from any format. I wish that the software integrated with Outlook so that email addresses would prefill.

Capterra loader

Easy to use, seamless, efficient process.

Mar 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: So much less paper and postage! So much less time printing, marking signature lines, mailing and scanning returned documents.

allows you to capture document; set it up for signature and email

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: tracking of documents; a quick glance that shows what documents are not signed and signed; there was just an upgrade to the software that really makes it a lot easier

Cons: Prior to the upgrade, I found it not user friendly . The new upgrade a slight learning curve, trail and error

InsureSign makes life so much easier when it comes to writing Insurance policies.

Feb 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Your clients don't have to come into the office. Everything can be done through email. Saving the Insured time and gas.

Insuresign Review

Mar 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: - easy to use

- convenient

- efficient .

Cons: No problems seen at this time. I am very satisfied with the software.

Super easy and convenient to use.

Nov 07, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: InsureSign is a fast, easy, convenient way to get documents to clients for signing or approval. The format is really easy to use.

Cons: Since the recent update a couple of months ago, we are unable to text reminders/links/documents to clients cell phones. That feature was awesome.

Excellent Product

Apr 19, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Fast and effective.

Overall: It is a great and effective way to get documents signed. I use this on a daily basis and would recommend it to anyone.

its easy and well worth the use its easy for our customer to use if they cant come into the office

Oct 21, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: easy sending, scanning and just the the feature likes reminders via text are also an A+ are a great idea since not everyone check the email right away so text help

Overall: It helps customers who live far from the office do a quick signature to documents we need in a rush

This system is very user friendly for my clients

Feb 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Not worrying about if my clients have a printer/scanner. this helps me get the signed documents back quickly, and I am able to close my files a lot faster and move on. No constant follow-up calls and emails begging for the signed docs back. Clients love it too.

Cons: If I have to say a con, then I guess its that we need two different emails when two or more are signing.

Easy & Fast

May 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: To be able to deliver a document to Insured to sign on the phone in todays world is such a plus. This allows you to send a document and receive it back within minutes.

Cons: I have not understood how to actually text an individual directly from the program itself. I have to email it to a person and then I can go in and text it. Probably is a better way but have not discovered it yet.

Everyone loves it!

Apr 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of ise

Cons: We had two issues early on.

Overall: Our team absolutely loves it! It is very cost effective and used daily. I highly recommend this to everyone who is needed to obtain signatures on docs.

Recommendations to other buyers: It's wonderfully easy to do business without the client having to come in when they just can not.

No bad experience

Mar 03, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The easy of getting signatures. What I mean by this is can send any documents to clients by email and receive the signatures you need in a short amount of time. The clients like they don't have to come in the office.

Cons: What I like least about the software is the there is no tab for a print name when we need a signature & print name on application forms.

SATISFACTION

Apr 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: THE SFTWARE IS VERY EASY TO USE, IF YOU HAVE A PROBLEM YOU CAN CALL CUSTOMER SUPPORT AND THEY ARE GREAT

Cons: SOMETIMES MY DOCUMENTS DO NOT COME UP IN THE WINDOW AND I HAVE TO GO TO ANOTHER SESSION

Overall: DOCUMENTS ARE SIGNED FASTER, NO WAITING FOR THEM TO COME BACK IN THE MAIL. INSUREDS ARE HAPPY THAT THEY DO NOT HAVE TO PRINT ANYTHING TO SIGN . IT HAS SPEEDED UP SERVINGING OUR CUSTOMERS 100%

I have used InsureSign for the past 2 years and have been happy with service.

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: What i like most is its easy to use. A recent update to a web based version prompted this review. They are cloud based and provide automatic back up. Your clients can e-sign from anywhere. The support team will walk you through the process on emailing e-signature forms to your customers. One of their features is unlimited signatures, documents each month; no limit.

Easy to use. Makes doing business easier.

Jun 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Can easily send a reminder for client to find email. Plus sends daily reminder. Makes working with clients remotely more efficient than making a trip to the office.

Cons: Rarely the signature does not come through. Cannot split multiple page document once signed but one of the recent updates allows separate documents to remain separated, which is an improvement.

Convenience, easy to use

Oct 25, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Convenience, response time on returning documents is much quicker. insured's find it very easy to use.

Cons: Just that you would be able to complete a sentence on a document or answer questions

Easy to Use

Apr 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
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Pros: Ease of use and having signed apps returned right away.

Cons: Some people complain they are unable to sign on certain phones. Not sure if it's not user error or not.

Overall: Excellent. Very Happy

This makes my job so much easier as the signature process works so well with my program.

Aug 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I like the way it works through my existing client management program allowing me to send paperwork to my clients quickly and easily.

Cons: The basic process of learning a new program especially because I had very little experience with electronic signature programs.

Overall: Easily send paperwork to customers for signatures saving me time and money on paper and ink.

InsureSign Review

Jan 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of use I like that. I want to do what I need shoot it to client and move onto the next thing.

Cons: At this time there is nothing negative at this time.

review of good product

Jan 22, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
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Pros: The document can't be returned to us without all of the marked slots signed or initialed

Cons: when an insured is having trouble with it, i cant see what they are seeing to know how to help them with the signing process.

Overall: it has been very helpful in expediting the required signatures on documents to get thing processed in a quicker timeline.

Working with Insuresign

May 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
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Pros: Insuresign is easy to use and helps our company get more done in a day. Awesome.

Cons: There is nothing that I don't like about this software.

Insuresign

May 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The online system is extremely easy to use and our management system is capable of printing directly to the system. It tracks fully the times sent, signed dates etc of the documents.

Cons: Right now, I have no complaints about this system.

Overall: I use it regularly for applications and changes and find that most people are extremely accepting to its use.

Easy and efficient.

Jul 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: My clients promptly and efficiently return docs that allow my job go faster and easier. I like that you can send reminders to clients who forgot to return them.

Cons: When uploading a doc a pop up always appears and you have to click 'okay' for it finishing uploading so it won't close down.

Love it!

Jan 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
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Pros: It is so easy to use and to explain to the other party how to do it.

Cons: I don't think it has spell check. That would help.

Overall: Getting forms signed ASAP to save peoples insurance policies. It helps so much to be able to send a document and to get it right back. So easy to use compared to other programs we have had.

Great Service, easy to use,

Jul 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Its quick and very simple to use. Our customers very much enjoy this software for signing any documents we may send them.

The program is very easy to use

Jul 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Basic functionality so that you do not spend all of your time trying to figure things out. Everything is clear and concise.

Cons: The only thing I would add is if you were able to view the document that you sent. Maybe you can do this already, I'm not sure, but that would be helpful.

Great tool to have for us! Very efficient and easy to use

Jun 23, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Easy to use, fast and efficient. What I love about this product is that it suits my agency perfectly. I can also have my brand and logo integrated within. It's a great product and the developers really had the user in mind when they made this. A+

Overall: Affordable and easy to use.

why I recommend InsureSign

Mar 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
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Pros: very easy to use for the customer and their client.

Cons: There is nothing I don't like about InsureSign.

Overall: My experience with InsureSign has been great no problems. We are able to get our applications signed and returned within minutes and that a big deal when we are trying to place coverage for someone.

Love InsureSign

Apr 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Value pricing compared to competition, Easy to use

Cons: nothing, so far so good. Its does what is promised

InsureSign works great. Couldn't live without it in today's digital world

Oct 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ease of use for all of our user and signers. Integrates with our management system software which is great