Automated Client Document Signing and Tracking:  

When an insurance application or policy document is initiated in AgencyBloc, Dropbox Sign automatically sends it to the client for electronic signature. Once signed, the completed document is automatically saved back in AgencyBloc, and a task is created to notify the relevant team member. This ensures timely processing and reduces manual handling, enhancing client service efficiency.

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Automated Policy Renewal Notifications:  

When a policy is nearing its renewal date in AgencyBloc, Dropbox Sign triggers an automated email to the client with the renewal documents for electronic signing. Upon completion, the signed documents are stored in AgencyBloc, and a task is generated to confirm the renewal process is complete. This automation helps maintain policy continuity and improves client retention by ensuring renewals are processed on time.

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Seamless Onboarding Process for New Clients:  

When a new client is added in AgencyBloc, Dropbox Sign automatically sends onboarding documents for signature. Once completed, the signed documents are filed in AgencyBloc, and tasks are created for team members to complete the onboarding steps. This ensures a smooth and efficient onboarding process, enhancing the client experience and streamlining administrative workflows.