SIS Partner Platform is a web-based agency management system for insurance agencies maximizing growth and retention. The RSign for SIS Partner Platform App allows users to send files for e-signature from their SIS Partner Platform interface leveraging all RSign features, such as the following:
SIS Partner Platform customers with valid RSign credentials need to notify firstname.lastname@example.org to activate the integration. Once the integration has been set up, a pen (e-sign) icon will be embedded in the Documents section of the Client Profile in SIS Partner Platform. Users can click on that icon to send the document for signoff.
Customers using the integration for the first time will need to login in SIS Partner Platform with their valid RSign credentials as well as the RSign reference key. Please contact us if you do not have this information.
To start using RSign for SIS Partner Platform, follow these simple steps:
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