Streamline processes and increase
compliance with one tool!
Automatically fill in customer information to be signed.
Equisoft/connect contacts are automatically suggested to make the preparation and completion of the signature form faster.
Only one electronic signature method to learn for your team and your customers.
Same signature method for all transactions, insurance, investment and compliance for the client and the advisor team.
Quick and easy filing of signed documents in Equisoft/connect
In just a few clicks, all signed documents will be placed in the client’s file and linked to the activities performed.
Instant transmission to your general agent (MGA)
At the same time as the documents are being filed in Equisoft/connect, they are transferred to your MGA for immediate processing.
Backup to your cloud
If necessary, save in your Sharepoint, OneDrive, Dropbox or Google Drive, the same documents previously signed.
Finally become compliant in your SMS communications with your customers.
Communicate via SMS with your customers in Tchat N Sign using the office number and you will be able to transfer your conversations into Equisoft/connect activities to meet your compliance.
