Accelerate your Approval Processes

Agree&Sign covers many Use Cases:

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