E-signature: Fast, secure, reliable

Is your company digitalizing? Then why still print documents to get them signed? Let’s face it, printing and signing and then scanning or faxing can be a time consuming hassle.

With mobility being at the forefront of innovation priorities for insurers, e-signature can offer a faster and secure way of closing deals on your tablet or phone. And electronic signature is as legal as putting pen to paper. In fact, it can even provide a stronger legal defence as there is a lasting record of the signee’s intent. The U.S. Code defines electronic signature as “an electronic sound, symbol, or process, attached to or logically associated with a contract or other record and execute or adopted by a person with the intent to sign the record.”

When it comes to security, e-signature vendors have a lot of processes in place. Users are authenticated using logins, security questions and third-party authentication. Documents are also authenticated and encrypted, and produce a temper evidence seal to assure the legitimacy of the document that has been signed. Moreover, the process evidence captures record of all webpages, documents, pop-ups being displayed and IP address to ensure there was no tampering during the signing process and that the proper person has signed.

Advantages of e-signature

Shorten sales cycle: By not having to print and sign a contract, companies can avoid delays, as signing takes only a few clicks. No more printing, running around to get the proper person’s signature, and then scanning and emailing the contract or NDA. Furthermore, documents can be more easily changed, eliminating time-consuming errors.

Reduced transaction costs: One e-signature provider has estimated that they save P&C insurers $10 EVERY new business transaction; with so many transactions, those savings can add up quickly, saving companies thousands, if not millions, of dollars each year. Employees also have more time to focus on their work rather than deal with an inefficient signing process.

Improved productivity: E-signature is simply quicker than printing, scanning, emailing, and especially compared to faxing or mailing. Since all these steps are eliminated, employees have more time to spend on other mission critical work, such as getting to new leads!

Increased customer retention: Better customer experience results in higher customer retention. E-signature is simple, fast and worry-free. Customers will feel it is easy to do business with your company, resulting in a higher chance of loyalty and repeat business.

Reduced risk: E-signature has a more robust security system in place than paper and email transactions, protecting your sensitive information and reducing the chances of fraud.

Putting e-signature to use

Online: Having a self-service portal on your website allows customer to complete a document when and where it suits them. Within seconds they can receive a quote and the transaction can be closed immediately online with e-signature.

Remote: While signing remotely is a great value add, e-signature can also be done by voice. For example, if a customer gets into an accident, they can call a rep at the call center, who is able to access their medical records with their verbal permission, saving the customer time and hassle.

Face-to-face: E-signature is not only for when you are not near your client. Agents can use it when they go see a client, and clients can even sign when they are in your office! Most e-signature platforms allow signatures using your finger to sign on a tablet or smartphone.

E-signature is a simple way to save your company money, improve efficiency, and improve customer engagement, both internally and externally.

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc