Maximize your offers and deals with Agree&Sign

Boost your company's performance with Agree&Sign. Use our secure, user-friendly platform to manage all your contracts, from quotations to archiving. Meet the challenges of the insurance industry by getting your contracts signed in just a few clicks. Agree&Sign provides the tools you need to adapt to your customers' changing requirements and needs.

Benefits for insurance companies

  • Contract management made easy
  • Easy signing process
  • Seamless integration with your applications
  • The highest GDPR security standards - hosted on German servers
  • Quick setup for a smooth start

  • Portfolio transfer

    Decentralized input channels and non-standardized processes generate administrative effort and high costs when processing a portfolio transfer.

    Typically, processing times of several weeks are incurred for all parties involved due to missing, incorrect, or difficult-to-check documents or information. Additionally, there is no transparency in the market regarding which steps must be followed and which data can be processed.

    Agree&Sign provides a structured, digital process for obtaining the broker mandate from customers and transmitting it to connected insurers' BiPRO 490 interfaces for dark processing. Real-time confirmation of receipt is provided.

    • Minimal internal effort
    • Simplified portfolio transfer
    • Transfer after just a few clicks
    Find out more

  • Termination process in the insurance industry

    Canceling previous insurance policies is time-consuming and costly. In many cases, the termination process is paper-based. The cancellation process usually begins with manual preparation by the broker or contract management.

    Registered mail is often necessary because some insurers do not accept electronic termination notices. Once prepared, the termination notice is sent to the customer by mail. The customer signs it and returns it. It is then sent to the insurer (e.g., by fax). However, it often happens that the customer does not sign the notice. The waiting time for confirmation from the insurer is often weeks or months.

     

    The goal is to create a simple, fast system for terminations. With Agree&Sign, signatures can be obtained quickly and conveniently, and documents can be forwarded to the intended recipients, such as previous insurers.

    The Agree&Sign process runs in six simple steps. First, fill out the email template with a sample termination notice, including customer master data and contract details. Then, send it to the Agree&Sign address. The tool then generates a document and triggers the signing process by sending an invitation email with a link to the termination documents to the customer. The customer can view the document before signing and access the signature process via QR code or link. The document is then signed legally and securely (FES) and becomes available for download.

    Next, the document can be forwarded to the agency. Finally, the agency forwards the document to the insurer, completing the process. Agree&Sign sends the termination directly to the insurer. The agency receives the termination and confirmation.

    • Legally secure signature (AES)
    • Resource-efficient
    • Enhanced data quality
    Find out more

  • Agent onboarding

    The process of connecting new sales partners generates a significant amount of administrative work for sales organizations, agents and brokers.

    Depending on the situation, a large number of documents must be completed and uploaded. Data must be entered multiple times, external sources must be queried, and tracking the entire process is extremely labor-intensive.

    The Agree&Sign platform enables sales organizations and new intermediaries to provide a simplified, fully digital, GDPR-compliant onboarding process.

    Agree&Sign can be integrated into existing infrastructures via standardized interfaces, offering agents and brokers a convenient way to enter all necessary form data once using clear input masks. External data sources, such as IHK registrations, Creditreform and AVAD, are addressed automatically. The integrated advanced digital signature feature completes the process. Agents receive all documents as downloads, and organizations can also transfer structured data to inventory systems.

    • Optimized onboarding for brokers and agents
    • Minimized error rate for data entry
    • < 70% less administration work
    Find out more

  • BiPRO 490

    The legal obligation to transfer portfolios comes with high costs that aren't offset by new sales.

    There are negative effects on profitability, such as higher brokerage rates and higher costs due to lower efficiency and dissatisfied employees. Many brokers also face the challenge of transferring all of a customer's contracts. Converting a contract is a manual, laborious process that takes time.

    The goal is to provide comprehensive support throughout the entire transfer process. Leverage the synergies of the BiPRO 490 Norm and Agree&Sign to complete portfolio transfers in just a few clicks.

    The Agree&Sign process for portfolio transfers consists of six steps. First, certificates and proofs are checked via external provider interfaces (AVAD, IHK, etc.). Next, the agent or partner's personal data, such as master data, address data, and professional qualifications, is recorded and completed.

    In step three, opt-ins for future communication channels are obtained. All necessary documents are signed. The recorded data is forwarded to the target system. Finally, the signed documents are sent to intermediaries or partners via Agree&Sign.

    • Dark processing
    • Advanced electronic signature (AES)
    • eIDAS electronic signature
    Find out more

  • Digitizing contract routes

    Traditional contracts are characterized by paperwork. The process requires printing documents, personal identification, and manual completion and signing on-site, as well as several postal routes. These steps lead to waiting times and increased costs due to delays.

    Using Agree&Sign for digital contract conclusion overcomes the challenges of traditional contract processes. From preparing the offer to signing the contract, the entire process is digital and paperless. It meets all legal requirements and offers a simple, efficient solution. Customers can use their smartphones, tablets, or other devices to be guided intuitively through the digital contract process. All required data is entered, documents are stored, and verification procedures are carried out.

    • Fully paperless contract processing
    • Acceleration of the contract process
    • Significant cost savings
    Find out more

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.
Contact us Book a demo