Automated Contract Management for Policy Renewals:  

When a policy renewal is initiated in AgencyBloc, DocuSign automatically sends renewal contracts to clients for signature. Once signed, the completed documents are saved back into AgencyBloc. This automation streamlines the renewal process, reduces manual paperwork, and ensures timely contract completion, enhancing client retention and satisfaction.

​

Client Onboarding Document Automation:  

When a new client is added in AgencyBloc, DocuSign automatically generates and sends onboarding documents for electronic signature. Once completed, these documents are stored in the client's profile within AgencyBloc. This process simplifies client onboarding, ensures compliance, and accelerates the start of services.

​

Compliance and Audit Trail Management:  

Whenever a contract or important document is signed via DocuSign, a completed copy along with a detailed audit trail is automatically uploaded to the corresponding client record in AgencyBloc. This provides a secure and organized system for maintaining compliance records, ensuring readiness for audits, and improving data accessibility for the team.