BearingPoint Agree&Sign

Agree&Sign covers many use cases:

• Complete customer data and obtain external contracts.
• Sign documents digitally and legally
• For insurers, facilitate portfolio transfers for brokers
• Obtain approvals and advertising consent
• Manage multi-stage digital application and approval processes
• Map mass processes with personalized contact and automatic contract creation based on predefined templates
• Digital customer advice

• 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, 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 - Automation of partner and broker onboardings:
  • 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 - Digitally trigger account openings:
  • Sign account agreements digitally
  • Map KYC processes