Asynchronous electronic signature of additional documents in agency operation

For the execution of his processing steps, the agent is provided with a 'process management' (external software), which has been parameterised specifically for the insurer. In this software, the agent is offered document templates with signature fields that are required for a specific customer transaction. When the process is started, the customer and agent data are transferred to the template, the document is completed and saved in a personalised form. The agent transfers the online transaction to the customer via an e-mail link. The customer opens the process and can execute his electronic signature at any time. As soon as the customer has signed, this is logged in the transaction in the transaction management. The process can be tracked via the process status and, if necessary, reminders can be sent to the customer.