Summer Fridays start this week—a time for sun, surf, and s’mores. But before you set your OOO, every account needs to be bound by month-end. Unfortunately, for most agents, some clients are not motivated to complete their insurance paperwork promptly. Enter Pathpoint's new Automatic E-Sign and Bind feature—the headache-free way to close Excess and Surplus (E&S) accounts, even on a Summer Friday. Focus on closing deals and catching rays, not chasing signatures.
With our pre-filled e-sign process, you handle your half of the subjectivities and click Request to Bind. Then, Pathpoint takes care of the rest:
- Automatically emails the insured their personalized e-sign packet, copying you so you're always in the loop.
- Processes the bind request when the insured signs—no extra clicks, no backdating nightmares, no redundant paperwork.
It's the ultimate speed upgrade for agents who demand seamless e-signatures and instant payments. With Automatic E-Sign and Bind, you'll never have to:
- Recheck a submitted bind request
- Miss a deadline
- Chase insureds for signatures
- Recreate and resend documents due to errors
- Sacrifice new accounts to administrative overhead
Summer is calling. Who wants to lose beach time for endless signature follow-ups? Let Automatic E-Sign and Bind save you time and do the heavy lifting. Close your laptop, kick off your sandals, and rest easy knowing every bind is already in motion.
Ready to feel the difference? Watch our short demo, then log in to Pathpoint and bind just in time for the weekend.