Lead capture and initial contact
At the outset, the relevant broker data is digitally captured via a user-friendly web form and stored directly in the CRM system. This enables a quick and structured start to the onboarding process.
Until now, broker onboarding has often been a lengthy, paper-based process that ties up resources and causes delays.
The integration of Salesforce or any other CRM system and Agree&Sign creates a seamless, digital workflow that covers all steps from data entry to contract signing. All relevant documents are automatically generated, digitally signed, and stored directly in the CRM system. The error rate for data entry is reduced by more than 65%, while the turnaround time is reduced from several weeks to a few days. Broker advisors benefit from real-time status tracking and can focus on value-adding tasks. This makes onboarding not only faster for brokers, but also more transparent and convenient for everyone involved.
Get a free live demoLead capture and initial contact
At the outset, the relevant broker data is digitally captured via a user-friendly web form and stored directly in the CRM system. This enables a quick and structured start to the onboarding process.
Automated data and document creation
The system then automatically generates all the necessary onboarding documents and stores the data in a structured manner in CRM, eliminating the need for manual post-processing.
Digital contract signing
The broker receives the prepared documents for a qualified electronic signature via Agree&Sign, making the entire contract conclusion process legally secure and completely digital.
Integration and status tracking
After digital signing, all documents and data are automatically stored in the CRM, allowing broker advisors to view the status at any time and provide targeted support.
Completion and go-live
After successful review and approval, the broker is fully connected and can immediately begin working together, significantly speeding up the entire process.