Secure
Electronic Signatures
for
Banking and Financial firms streamline electronic signature collection by using WeSignature’s legally binding
e-Signature Sales Cloud
LET CUSTOMERS E-SIGN AND PAY FROM ANYWHERE
Send policies, endorsements, and other documents to customers via text or email so clients can sign on their phone or computer.
WeSignature’s exclusive video feature allows you to upload a video ad, up sell, give directions or just say hello!
Quickly create templates for documents that you use on a regualar basis and apply fields with just one click.
Add agents, CSR’s, and team members to your account and manage those members activity with WeSignature Team Builder.
Collecting premiums is an important part of contract execution and now you can request payment at the same time your client signs a document.
With WeSignature you can send your clients a electronic signature request by email or text for them to sign while on the go.
A few WeSignature benefits and features to enhance your financial services workflow.
WeSignature was built around service based businesses and provides everything you need to generate better electronic signature workflows.
Enhance agreement and payment workflows throughout your entire insurance operations.
We are PCI compliant as a service provider internally employing the best security practices.
With WeSignature's API any Agency Management System can easily integrate to enhance workflows.
Your applicants can sign documents and pay within minutes allowing you to close more deals.
Clients receive electronic signature and payment request allowing them to pay and sign instantly reducing collection time.
Send electronic signature and payment request to multiple clients to execute at the same time without redundant uploading.
Manage your team and provide a faster more efficient way for agents, customers, and companies to collaborate.
Documents can be completed within minutes and without the headache of unforseen signature errors reducing E&O risk.
