How to Approach E-Signature Adoption Among Independent Insurance Agents

Insurance carriers can play a key role in making e-signature adoption a reality among independent agents, but doing so requires a clear strategy. To help guide your strategy, this whitepaper outlines the top three e-signature adoption trends in the independent agent channel and presents recommendations for:

1.)   Accepting e-signature solutions chosen by agents/agencies

2.)   Making e-signatures and e-policy delivery available to agents through your portal

3.)   Using multi-carrier platforms with integrated e-signatures

This paper draws on the ACORD e-signature guidelines, industry best practices, and Silanis’ experience at all levels of the insurance eco-system, to get you thinking about questions like:

  • Who should take the lead with regards to e-signatures – the carrier or the agent?
  • As a carrier, why do I need to develop a clear strategy for all three of these approaches? What is at risk if I don’t?
  • Do I have an e-signature policy for my independent agents?
  • What e-signature solutions are being used throughout my organization, for other lines of business and channels? Is there a corporate standard?
  • What e-signature capabilities have my e-app, policy admin and other service providers integrated with? Is their solution reliable and does it meet my risk criteria?
  • And more

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