Our June Newsletter discusses our recent e-signature enhancements. Also, don’t forget to set up your ready made emails to announce any office closures for July Fourth.
Have you seen our recent e-signature enhancements?
Saving you time with efficient workflows is always our goal! We recently deployed significant improvements to e-signatures in Access My Insurance:
- We’ve added the ability to select from a customer’s contact as a recipient instead of manually entering in the name and email address.
- You can now select from customer’s saved file attachments, like ACORD forms, without having to upload the file.
- Completed e-signature documents are now automatically saved to the customer as a published attachment without any additional effort on your part.
- Add Note has also been added to the Field Options selection, for the sender to include additional text on the PDF.
Let’s talk! Contact our Support Team today if you have questions or would like additional training.
Will your office be closed for the 4th of July?
We will, and our ready-made email library already has the email ready for you to send to your customers! Ready-made emails for hurricane season, additional holiday closures, and cross-selling have recently been added.
Are you not using AMI in your agency? Try a LIVE DEMO today!
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New to Agency Systems?
Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines, retail agencies, brokers, and general agencies.
Our Goal is to help you run your agency better. We do this by helping you get more customers, keep customers longer, and selling more policies. Growth is the number one priority for any agency, and our all-in-one solution provides all the capabilities you need to manage your agency. Let us help you connect with your customers with little effort on your part.
To schedule a demo or get more information, contact us today!
