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Guide: Electronic Signature
E-signatures offer a faster, more convenient, and more secure alternative to traditional paper-based signatures.
What are you trying to do?
- Considering an electronic signature solution for your agency? Start here.
- Do you need help deciding which solution to choose? Use the TechSelector to narrow down your options.
- Want to view different options side-by-side? Compare electronic signature solutions in our comparison grid.
- Who’s who? Take a closer look at the players.
- Are you curious about what your peers are using and how they rate them? Learn from their experiences with the State of Tech Report.
- Get the latest news and insights on electronic signature solutions? Explore our resources.
- Do you want someone to assist you in the process? Book an appointment with Catalyit.
Catalyit's Advice
There are different types of e-signatures available on the market, each with its own advantages and disadvantages. For example, some solutions require a high level of security, work across multiple devices, and allow for a more seamless experience with online transactions.
E-signatures help avoid the risks that may come with manual signatures and offer a more secure way of proving you are who you say you are. An electronic signature should be irrevocable, so it cannot be changed or withdrawn once it has been issued.
The user experience should be easy to use and intuitive.
Make sure multiple devices, such as desktops, laptops, smartphones, and tablets, are supported. This will help avoid having the same issue with each device and optimize for maximum performance.
Costs can vary between different providers. Ensure you only pay for the features you need and will use.
Steve Anderson's Take
“Electronic signatures have become crucial due to their enhanced security compared to traditional ink signatures. They serve a wide range of purposes, such as signing contracts and applications, verifying documents, and sending digital requests. For a modern insurance agency, it is imperative to have an electronic signature platform.”
Pick Your Path For Help
The Catalyit Comparison Grid
Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.
Yes, Applies | Applies in Part
| Features |  |  |
|---|---|---|
| General considerations | ||
| Available as software-as-a-service (SaaS) |  | |
| Signer account required to sign/view documents | ||
| Dedicated hardware required | ||
| Mobile/tablet e-sign supported | | |
| Third-party identification service support | | |
| Image and document upload capabilities | | |
| E-signed documents sent as email attachments | | |
| Different authentication method allowed in same transaction | ||
| Progress monitoring through dashboard | | |
| Reporting capabilities | | |
| Additional languages supported | | |
| Digital certificates supported | |
|
| Security code feature to access document | | |
| Hosts a SOC 2 compliant data center | | |
| Reported incidents of leaked customer data | ||
| Support included in standard pricing model | | |
| User training provided | | |
| E-sign transaction types | ||
| Email invitation | | |
| Embedded link in portal | | |
| Printed QR/bar code |  | |
| Mobile App | |
|
| Other | | |
| E-sign methods | ||
| Click to sign | | |
| Digital signature w/ mobile phone | |
|
| Captured signature file | |
|
| Other | | |
| Authentication methods | ||
| Knowledge-based | |
|
| Credential-based | | |
| SMS passcode to mobile phone | |
|
| Digital certificates, smart cards, other hardware tokens | ||
| Signer certificates | ||
| Remain under signer’s sole control | | |
| Stored on vendor servers | |
|
| Documents | ||
| Common document format upload capabilities | | |
| Additional document format support through printer driver | | |
| Document presentation order/workflow routing configuration allowed | | |
| Notifications | ||
| Notification supported | | |
| Customizable notifications | | |
| Audit trail | ||
| Unique time stamps per signer | | |
| Embedded links for later verification | |
|
| Exportable evidence summary/log of events | | |
| Process evidence | ||
| Application Programming Interface (API) | ||
| Have API | | |
| Documentation and sample code provided | | |
| Templates | ||
| Form templates | | |
| Create and share with other users within agency | | |
| Merge data into templates, extract data post-signing | | |
| Next Steps | Learn more about RPost | Learn more about Bridge |
Are you looking for an electronic signature solution that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. That’s where the E-Signature TechSelector™ comes in.
Our easy-to-use tool asks a few questions about your required features and generates a customized report. This report will help you identify the best electronic signature solution for your agency.
Don’t waste any more time searching. Try the E-Signature TechSelector™ today to simplify your search and get one step closer to finding the ideal electronic signature solution for your agency.
The Players
Take a closer look at all your available options by visiting their profiles.
RSign electronic signature makes it easy for signers to complete and sign documents using any desktop or mobile web browser in an intuitive, guided signing process.
More Options
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| DocuSign | 46% | 4.4 |
| Formstack | 12% | 4.2 |
| Adobe Sign | 12% | 4.1 |
| RSign by RPost | 8% | 4.0 |
| Indio (Applied) | 5% | 4.4 |
| Citrix RightSignature | 4% | 4.3 |
| Assuresign | 2% | 4.2 |
| Bridge | 1% | 4.3 |
| HelloSign | 1% | 4.8 |
| WeSignature | 1% | 4.7 |
| Other | 8% | 4.6 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
Demo Lounge
Your needs are unique, so we’ll work together to identify challenges and create a customized plan.
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
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