Lead capture and initial contact
At the beginning, the relevant broker data is digitally captured via a user-friendly web form and created directly in the CRM system. This enables a quick and structured start to the onboarding process.
Onboarding brokers has often been a lengthy, paper-based process that ties up resources and causes delays.
The integration of Salesforce or any other CRM system with 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 just a few days. Broker advisors benefit from real-time status tracking and can concentrate on value-adding tasks. This makes onboarding for brokers not only faster, but also more transparent and convenient for everyone involved.
Request your demo nowAt the beginning, the relevant broker data is digitally captured via a user-friendly web form and created 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 necessary onboarding documents and stores the data in a structured manner in the CRM, eliminating the need for manual post-processing.
Digital contract signing
The broker receives the prepared documents for qualified electronic signature via Agree&Sign, which means that the entire contract is concluded in a legally secure and completely digital manner.
Integration and status tracking
After digital signing, all documents and data are automatically stored in the CRM, allowing broker advisors to view the current status at any time and provide targeted support.
Completion and go-live
After successful testing and approval, the broker is fully connected and can start working immediately, significantly speeding up the entire process.
