InsureSign Features

InsureSign

Secure electronic signature platform

4.97/5 (60 reviews)

InsureSign Feature Summary

  • Sequential signing
  • Expiration date
  • Multi-party signing
  • SSL security
  • Template management
  • Electronic signature capture
  • Document management
  • Forms management
  • Drag & drop interface
  • Automatic backup
  • Document storage
  • Document archiving
  • Secure data storage
  • Security & encryption
  • Audit trail
  • Data encryption
  • Password management
  • Permission management
  • Activity logging
  • Digital signature
  • Document overview
  • Authentication & security
  • Mobile signature capture
  • e-signature workflow
  • e-signature management

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Competitor Feature Comparison

InsureSign Feature Reviews

25 reviewers had the following to say about InsureSign's features:

Michael Boyne

We've used InsureSign for the past two plus years and we couldn't be happier.

2017-11-08

Easy of doing business and increased productivity

Pros

InsureSign has made it easier for us to do business.

Cons

Not really a con but it would be nice if InsureSign integrated with our agency management software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey Smith

InsureSign works great. Couldn't live without it in today's digital world

2017-10-27

Pros

Integrates with our management system software which is great

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
David McDonnell

Very easy to use

2017-06-12

Pros

Does not interfere at all with my agency management software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Linda Lang

allows you to capture document; set it up for signature and email

2018-03-08

Pros

tracking of documents; a quick glance that shows what documents are not signed and signed; there was just an upgrade to the software that really makes it a lot easier

Cons

The new upgrade a slight learning curve, trail and error

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Diane Tait

This makes my job so much easier as the signature process works so well with my program.

2017-08-06

Easily send paperwork to customers for signatures saving me time and money on paper and ink.

Pros

I like the way it works through my existing client management program allowing me to send paperwork to my clients quickly and easily.

Cons

The basic process of learning a new program especially because I had very little experience with electronic signature programs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Travis Powers

This program is perfect for what we need.

2018-02-07

This software saves us so much effort (calling to remind customers we are waiting on signatures, scanning and emailing blank pdf's which customers must then sign, scan, and fax back.) It makes the process of doing business much more streamlined.

Pros

There's many options for a customer's input such as Full Name, Signature, Date, Text Field, Initials etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelly Puckett

InsureSign is fantastic! No more waiting for weeks to get our clients to return signed documents!

2017-10-17

Pros

It was comforting knowing we could ge, and actually were getting, our needed documents returned within minutes versus days or weeks.

Cons

Oftentimes we need a third signature and it would be very handy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from InsureSign


Thanks Kelly!

By the way, in our latest release, you can add as many signers as you like - it is unlimited. To move up to the new platform now, just shoot us an email at support. Of course, there is no charge for the update.

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Bridget Bond

I love InsureSign!

2017-11-03

Pros

What I like the most is that I get a PDF of the signed documents sent directly to my email which I can simply drag into my management system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
James Fellenz

Very professional staff, easy to use and setup.

2017-10-30

The ability to offer our clients a more complete and efficient service.

Pros

What I like most about this software is the ability to better serve our clients and track existing envelopes that are out for signature.

Cons

What I like least about this software is the difficulty of field placement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Lang

Literally anyone can use this program.

2017-10-31

We can have a document sent and received in minutes and that really improves the functionality of our small office.

Pros

The interface is very easy to work with and customer have no trouble completing documents I send to them for signing.

Cons

I sometimes notice the minor delays between the prompts when filling out a form and it bothers me just a little. I wish it ran a bit faster but I don't think the average person is as caffeinated as I am.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Sterling

Very easy to use

2017-11-09

Pros

What I like most is the ability to track documents sent to make sure they are received in a timely manner

Cons

What I like the least is many times the emails go to the customers spam/junk mail folder often and I have to call to follow up

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jay Taylor

We couldn't run our business without. Makes document exchange efficient and expedient.

2017-10-24

Pros

I really don't know how a business could operate without it and provide a seem less client experience. The importing of documents, the follow up, and the ability to easily document the exchange make InsureSign invaluable.

Cons

I can now drag documents from any format.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Maya Spence

Super easy and convenient to use.

2017-11-07

Pros

InsureSign is a fast, easy, convenient way to get documents to clients for signing or approval.

Cons

Since the recent update a couple of months ago, we are unable to text reminders/links/documents to clients cell phones.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Denise Crain

Convenience, easy to use

2017-10-25

Pros

Convenience, response time on returning documents is much quicker. insured's find it very easy to use.

Cons

Just that you would be able to complete a sentence on a document or answer questions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
sofia ayala

its easy and well worth the use its easy for our customer to use if they cant come into the office

2017-10-21

It helps customers who live far from the office do a quick signature to documents we need in a rush

Pros

easy sending, scanning and just the the feature likes reminders via text are also an A+ are a great idea since not everyone check the email right away so text help

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica Rohaus

very easy and convenient

2018-03-07

We save time and money mailing forms out to sign, we dont have to scan any documents in - i can just attached the email.

Pros

My insureds that aren't very "tech savvy" still think it is easy.

Cons

Sometimes when I scan a document and print to InsureSign, the print is all messed up and you cant see anything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michel Verleysen

Ease of use.

2017-11-10

We get all executed documents that are clear, precise and signed it even gives you the IP addresses, in case you ever need them.

Pros

Customers love the program it is much easier to use than the insurance company e sign programs.

Cons

The install program is not easy to install but thankfully your technical support is always available to help us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
jodi montoya

Amazingly Easy

2017-06-19

Easier for client to sign documents instantly

Pros

The ease in which you can use this software doesn't take a rocket scientist. I never have any issues using or sending.

Cons

I would like to be able to follow up on emails that were sent with attachments for signature and I am wondering if available.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Nakovich

Very User Friendly, Great Customer Service, and Allows us to Run our Agency to our Highest Potential

2017-10-25

Speed and Efficiency, The ability to help up finalize our sale.

Pros

Also every signed document can be emailed directly to the user.

Cons

I know software is changing daily so everything gets better the more and more we use it, I would like to see the option to delete a file once we download the file in a customers file. This will allow our agents the ability to manage all the signed files from day to day business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gloria Rodriguez

We absolutely love it!

2017-09-18

Pros

One of our favorite features is that the software reminds our clients to sign their documents if they have not done so already. This feature is very effective and the clients love it too.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Mosher

A Fabulous Addition to Our Client Experience

2017-10-26

Ease of use

Pros

The process is simple, the tracking is fantastic and this is a service we see using for all of our client needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen Hernandez

The program is very easy to use

2017-07-31

Pros

Basic functionality so that you do not spend all of your time trying to figure things out.

Cons

The only thing I would add is if you were able to view the document that you sent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Fritz Isaac

Easy to use, seamless, efficient process.

2018-03-13

Pros

So much less time printing, marking signature lines, mailing and scanning returned documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Greg James

I have used InsureSign for the past 2 years and have been happy with service.

2018-03-08

Pros

They are cloud based and provide automatic back up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Chelsea Finch

I love insure-sign, it makes getting signatures from clients so much quicker and easier!

2018-04-27

Pros

It's very simple and user friendly, I don't find that clients have any issues navigating how to sign the documents which makes the whole process smooth!

Cons

I don't think anything needs to be changed at this time. Keep up the good work!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more