The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
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The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
Getting clients to renew their insurance policies can often take time and effort, involving paperwork, manual signatures, and delays. However, with eSignature software like BoldSign, insurance policy renewals have become more streamlined and efficient. Let’s walk through the step-by-step process of using BoldSign to simplify insurance policy renewals.
Before initiating the renewal process, the insurer prepares the renewal document detailing the updated terms, premium amounts, and coverage information.
The insurer uploads the renewal document to the BoldSign platform and creates a signature request. This step involves selecting the document and uploading it in the Add files section from the local storage or cloud. It can also be uploaded as a template.
The insurer then adds the policyholder’s name and email address to the signature request, ensuring that the renewal document is sent to the correct recipient, with the insurer designated as a signer. Additionally, you can select the preferred language from the language dropdown menu. If necessary, additional recipients can be added and the signing order can be specified here.
To prevent unauthorized access and ensure the identity of the signer, BoldSign provides various authentication methods, such as email verification, SMS, and access codes. Additionally, private messages can be set for each recipient, if needed.
Insurers can then choose their preferred delivery method for sending the signature request, via email or SMS. However, if it’s sent through SMS, it’s important to receive the signer’s consent beforehand.
Then the insurer sets the expiration date for the signature request, specifying the deadline by which the policyholder needs to sign the document. Additionally, automatic reminders can be configured to encourage the timely completion of the signature process.
To facilitate the signature process, the insurer may add form fields to the renewal document, allowing the policyholder to fill in necessary information electronically. Once the document is ready, the insurer sends it to the policyholder via email and through the BoldSign platform.
The policyholder receives the signature request via email and can access the document either by opening the email or logging into their BoldSign account. They can review the renewal document, fill in any required information, and complete the signing process.
Once the policyholder has filled in the necessary details and electronically signed the document, it is considered complete. The completed document is then sent to both the insurer and the policyholder via email, or they can access it directly from their BoldSign account.
Throughout the signature process, the insurer can track the status of the document in real time using the BoldSign platform. Additionally, BoldSign provides an audit trail, offering detailed information about each step of the signing process for compliance and record-keeping purposes.
BoldSign employs advanced encryption and authentication measures to ensure that signed documents are tamper-proof and legally binding. This provides peace of mind to both insurers and policyholders regarding the validity of the signed documents.
BoldSign offers dedicated customer support to assist both insurers and policyholders throughout the renewal process. Whether it’s technical assistance or general inquiries, support is available to ensure a smooth and hassle-free experience.
Caroline Dolly, a technical writer at BoldSign, excels at translating intricate concepts into explicit and engaging content across various formats, including video tutorials, help articles, and comprehensive documentation. Her proficiency in both language and technology ensures that information is accessible and comprehensible for diverse audiences.
Caroline Dolly, a technical writer at BoldSign, excels at translating intricate concepts into explicit and engaging content across various formats, including video tutorials, help articles, and comprehensive documentation. Her proficiency in both language and technology ensures that information is accessible and comprehensible for diverse audiences.
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