BearingPoint Agree&Sign

Agree&Sign covers many use cases:

• Complete customer data and obtain external contracts.
• Digital approval processes
• Sign documents
• For insurers: portfolio transfers for brokers
• Obtain approvals
• Digital customer consultation
• Obtain advertising consents
• Onboarding new partners

• Workflow - fully automate approval processes:
  • Transfer of data and documents to CRM, inventory system or broker systems
  • Performance reports and statistics
  • Automatic reminders to customer/partner
  • Data enrichment
  • Provide contracts for approval
  • Third-party contract scanning and OCR for customer
  • Obtain GDPR and contact opt-in
  • Select scope of broker power of attorney
  • Provide documents
  • Signature and download
• Integration - Provide data for CRM, inventory system or broker systems:
  • Performance reports and statistics
  • Automatic reminders to customer/partner
  • Data enrichment
  • Provide contracts for approval
  • Third-party contract scanning and OCR for customer
  • Obtain GDPR and contact opt-in
  • Select scope of broker power of attorney
  • Provide documents
  • Signature and download
• Insurance - Automate partner on- and off-boarding:
  • Automated exchange of partner data, onboarding and contract documents between insurer and sales partner
  • Approve and sign brokerage agreement
  • Numerous interfaces are available (e.g. connection to Creditreform, IHK, AVAD)
• Insurance - Digitized mandate transfer:
  • Transfer data and contract documents to insurers in a complete and digitized form for portfolio transfers and purchases
  • Provision via BiPRO 490 standard
• Banking - Trigger account openings digitally:
  • Sign account agreements digitally
  • Map KYC processes