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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

Digitize all your Approval and Contract Processes – fast, easy, and secure!

Get in Touch with our Team! Our Experts will be happy to answer all your Questions in detail.