Automated Contract Management and Client Onboarding:

When a new client is added in AgencyBloc, Adobe Sign automatically triggers the creation and sending of necessary contracts and onboarding documents. These documents are tracked for completion, ensuring that new clients receive and sign all required paperwork promptly. Streamlines the onboarding process, enhancing client satisfaction and reducing administrative workload.

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Policy Renewal and Signature Collection:

As policy renewal dates approach in AgencyBloc, Adobe Sign automates the generation and distribution of renewal documents to clients. Clients receive notifications to review and electronically sign their renewal documents, with progress tracked in real-time. Ensures timely renewals and reduces the risk of policy lapses, improving client retention.

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Compliance Document Management:

When compliance-related documents are updated or required in AgencyBloc, Adobe Sign facilitates the distribution and tracking of these documents for signature. Automatic reminders are sent to clients and staff to ensure documents are reviewed and signed by the necessary deadlines. Enhances compliance adherence and reduces manual follow-up tasks, ensuring regulatory requirements are consistently met.