CIC Digital Transaction Management. Digitizing the entire Process. The Life of a Financial Advisor. Yesterday, Today, Tomorrow. 56 Years Old Selling Insurance and Annuities for 30 years Works from Home Seminars/Leads Kitchen Table Sales Very successful Not Technical. Case Study.
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Yesterday, Today, Tomorrow
Digital Transaction Management is a streamlined integrated document management and eSignature solution that is the ultimate endpoint in true straight-through processing to speed up closing business and to lower cost.
Over 400+ Standard Configuration Options
SMS or QR Code
URL sent back to web site
Email pick-up link
Face to face signing
Mobile Signing on Any Device
*Additional signature capture methods are supported including Signature Pads
Clients Desktop/Mobile Device
Audit trail is stored in the industry standard XML format for compatibility with consuming systems. The audit trail contains all events while going through the signing ceremony. The XML is digitally signed to ensure its integrity.
Report from XML
Most documents already exist electronically and can be distributed and reviewed on PC’s and Mobile devices.