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eSignatures What, Why and How!
Moderator: Beth Sigurdson, efficientbrokerAmanda Ketelaars, Mitchell & WhaleBill Redford, KealDavid Bell, Canada BrokerLinkDianna George, Hub InternationalPamela Todd, Economical
eSignatures: Strategic, Tactical and Operational
• Digital and audio signatures• Digital and electronic signatures• The benefits
• Increased customer satisfaction• Enhanced security• Cost savings• Time savings
eSignatures Panellist Questions
Strategic1. What was the business case for introducing digital or
audio eSignatures?2. Why did you choose to adopt eSignatures even
though there may not be integration with your BMS/CMS?
3. As a carrier, what benefits have eSignature brought to your organization? Is there a different between audit and digital when answering this question?
eSignatures Panellist Questions
Tactical4. Have you implemented eSignatures in all P&C areas
in your brokerage?5. What roadblocks did you need to overcome?6. For which types of transactions have you chosen not
to offer eSignatures?7. As a carrier, how have your audit practices changed?
Have you experienced any time savings?
eSignatures Panellist Questions
Operational8. How do you handle multiple insured and broker
signatures on a document?9. How is your eSignature process different when a
customer comes into the office?10. How are signatures on multiple documents
handled?11. In what creative ways are you using eSignatures?12. How have your internal and external audit
processes changed?