Guided data entry
Customers enter relevant information such as master data, current contracts (including those with other companies), and areas of interest via dynamic web forms.
Agree&Sign facilitates the structured and efficient preparation of annual reviews by enabling digital data collection and validation.
Customers enter relevant information online in advance, allowing advisors to prepare for the meeting optimally. This reduces manual preparation time by up to 70%, increases the relevance of the discussed topics, and significantly cuts down on follow-up work. Advisors and customers benefit from clear topic prioritization, fewer queries, and focused discussions.
Get a free live demoGuided data entry
Customers enter relevant information such as master data, current contracts (including those with other companies), and areas of interest via dynamic web forms.
Automatic validation
Entries are checked directly for completeness and plausibility in order to identify errors and missing information.
Online correction
Customers can independently supplement or correct incomplete or incorrect information online.
Structured data preparation
All checked information is converted into a uniform format for use in preparation.
Topic prioritization
Advisors receive a clear overview of the customer's specified areas of interest and can prepare for the meeting accordingly.
Integration into the preparation process
Digitally recorded and validated data flows directly into the annual meeting preparation process without media breaks or manual transfers.