(Mobile eSign is among the capabilities Silanis brings to the GMC Inspire integraton. Source: Silanis.)
Silanis Technology (Montreal) has announced the integration of its e-SignLive electronic signature signing service with GMC Software Technology’s (Boston) GMC Inspire customer communication management (CCM) platform.
The combination of the two solutions provides an enterprise platform whereby insurers and agents can complete transactions such as contracts, invoices, policies, statements and welcome kids quickly and easily, through any channel, while complying with regulations and company policies, according to a Silanis statement. The vendor asserts that a consistent omni-channel experience becomes especially relevant when an increasing number of customers choose to start a transaction online from a mobile device, but complete it through a different channel such as a call center, retail location or face to face with an agent.
“The digital era requires a shift in how even the most regulated industries like insurance engage and interact with customers,” comments Tommy Petrogiannis, CEO, Silanis Technology. “But convenience cannot compromise compliance. This partnership creates an enterprise platform that ensures the terms and conditions, documents and signing process remain electronic and compliant, but also tailored to a customer’s needs and channel preferences.”
CCM and e-signatures solutions deliver the goal of reducing risk and Not-in-Good-Order rates by ensuring the process remains electronic, introducing controlled workflows and meeting compliance requirements, according to Scott Draeger, VP, product management, GMC Software Technology. “However, the additional legal protection and document security that e-SignLive brings to the entire transaction, creating a safe and convenient method for conducting business across the myriad of customer channels and devices, was key in the selection process.”
Silanis describes the functional integration of the solutions as follows:
Through workflow rules, document templates and customer data are pulled from internal systems like a CRM to generate personalized content into a document that is compliant, flexible and controlled. For example, in P&C insurance or retirement financial products, a CCM with integrated e-signatures can be used to complete and e-sign a new business application. The electronic application gathers additional data then creates the document with the relevant terms and conditions included, and prepares the document for e-signing with e-SignLive. The document is presented online, any required data is entered by the customer, and the customer e-signs. From there, the CCM will automatically create a Welcome Kit that explains the best way to use the service, provides helpful tips and gives a positive post-sale experience required to get positive referrals.