I am all about technology. At any given time my desk has three computer screens, a tablet, my iphone and sometimes my mini iPad. Efficiency is a priority around here and three screens are more efficient than one!  One of the ways we are trying to bring efficiency to you is through new software we started incorporating this year called Hello Sign.

Hello Sign is digital signature software that allows us to send a document to you and collect a digital signature in just a few clicks. Every year our insurance carriers require us to obtain a new signed copy of your statement of values along with your renewal policy. So instead of us emailing the document, you printing, scanning and re-emailing we have streamlined the process for you.

Simply open up the email you have received. In it will be a note from us explaining what the document is, and asking you to sign it in the highlighted fields. You will follow the prompts of the program, sign and date. The program will then send us a copy and save a copy for your own records automatically. When I watched it work for the first time I did a little dance of joy around my desk!

Now you will no longer dread seeing emails from us asking for a signature! I know you did, it’s ok to admit it. If you have other thoughts of ways we could make your client experience more efficient we would love to hear from you!