Product Overview
- HawkSoft E-Signature(powered by Form stack Sign, formerly InsureSign) allows your agency to get documents signed, stored, and logged to the right client file in HawkSoft with ease. Securely send documents for digital signature, track status, and receive notifications of completed signatures. Give your clients the flexibility to sign paperwork through an easy interface from any phone, tablet, computer, and browser.
- Text or email documents for e-Signature from within HawkSoft
- Get documents signed faster
- Eliminate the need for paper, handling, and filing errors
- Mitigate your E&O exposure with a digital record
- Consolidate the storage of all communication and documents to a single system
Specifications
- Simplify Your Workflow
- Agents no longer need to wait for a physical signature on documents or squint at blurry scanned copies. Send, receive, and file all the forms you need right from within HawkSoft.
- Texting
- Send signing requests via text message. Research shows customers respond faster to text messages than email.
- Reusable Forms
- Reusable documents are perfect for self-service forms like a job application or release of liability waiver. The document is hosted at a URL on your website and can be filled out and signed again and again.
- In-person Signing
- Customers can electronically sign documents in person, using any supported tablet or mobile device.
- Secure(Paper Trail Included)
- Store a digital receipt with time and date stamp of every signature. Digital signatures are secure, legally binding forms of documentation that ensure sensitive information doesn’t get lost in the mail.
- Automatically Documented
- Bundle and send multiple documents to clients in a single text message or email. Documents are logged to their respective client files when sent. When a client digitally signs a document, it can easily be added to the client file as a permanent record.
- Advanced Branding Custom Landing Page
- After signing, promote your brand by redirecting clients to a custom page like your agency’s home page, social media, or review website.
- Gmail / Outlook Integration
- Connect your Gmail or Outlook contacts so you can quickly send documents to customers for digital signature.
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