It reduces administrative back-and-forth, makes client follow-up easier, creates a clear record of completed documents, and helps us get carrier and renewal paperwork completed more efficiently. Clients can review and sign from their phone, which is super helpful when you're trying to get something completed quickly before a carrier deadline. Review collected by and hosted on G2.com.
Complex signing orders can cause major delays. If one person doesn't complete their step, the entire process will be held up. Document expiration can also be a downside because you have to resend Review collected by and hosted on G2.com.



