Insurers: Here’s How to Make Digital Technology and Client Relationships Co-Exist

The more digital technology creeps into the nooks and crannies of our lives, the more people ask: Can technology and personal interaction co-exist?

After all, with e-signatures—you don’t need to sit across a desk from a client, a vendor or a patient to get a document signed. It can be done whenever and wherever is most convenient for the signee. 

There’s no denying that digital software, technology and automation are changing the world and how we interact. But anyone in sales, marketing, patient services, client services—okay, any business—knows that personal relationships are the foremost driver of success. It’s a misconception to think that e-signatures or any other digital technology will squash opportunities for face-time with customers – or ruin important relationships. In fact, they can have quite the opposite effect.

With a well-designed strategy, e-signatures can improve business and organizational experiences among the communities you serve. Here are four ways to infuse a personal touch into your e-signature program:

Take it to your customer’s doorstep.

E-signatures are designed to promote convenience. So why not give customers the mobility they desire with the communication that you need to maintain a strong relationship by taking the signing experience directly to them—in person. 

It’s like a house call, but with technology that makes it easier than ever.

Our client Alamo Federal Credit Union used SIGNiX Independent E-Signature™ technology to develop a concierge banking experience. Credit union staff drove an “Alamobile” to members’ homes or offices where they would walk them through loan documents. Members were able to use e-signatures to sign loan documents on-the-spot with a tablet.

Members never had to leave their home or office, but they still received personal attention. Win-win.

Enhance the in-house experience.

With e-signatures, all paperwork can remain organized and automated in a digital workflow where it can be automatically and securely sent to a customer’s email for digital storage and safekeeping. Further, Independent E-Signature™ technology improves the safety and longevity of a signed document. A digital audit trail records every part of the signing process, and the legal evidence of a signature stays with the document forever.

Our partnership with Wacom makes in-office e-signatures incredibly intuitive. Signing with a Wacom signature pad feels exactly like signing with pen and paper, but everything stays digital. Plus, the signature pad technology collects biometric information related to your specific penmanship style and pressure, further protecting your documents from fraud.

To see how much money you could be saving with digital signatures, calculate your ROI today.