You still have to fill out most of the brokers paper work and it's all different. You have to date certain things anyways so the electronic sig doesn't save you much. When all is said and done you don't save much time with the electronic sigs.

The broker sends you a 12 page packet but only maybe 4 pages go back to them along with your already scanned in image of your authority.

Your insurance documents get faxed from the insurance company.

 

Never actually timed it, But I estimate that I can download a rate conf., read it, sign and date it, and re-send it in less than two minutes without printing or scanning anything.

But, everyone has their own way of doing things, and whatever works for you is the way to go!

 

How do you date it? Do you have a scanned in date for every day of the year?

 

There is a preset date stamp in the software.

For practice, open up an old fax in the efax messenger software.

Click on the rubber-stamp icon in the menu bar, then scroll all the way to the bottom and select "date received".

You can then place the stamp anywhere on the fax, click, and this will appear:

RECEIVED 5/26/07

The software inserts the correct date.

I usually click the "my signature" stamp, place it on the bottom of the fax, then click the "date received" stamp and put it under my signature. All this without printing or scanning anything.

 

As a tip- I have scanned in both my signature and my husbands. So now I can fill out forms, sign them and fax them back without having to print anything out (which is nice- because it's kind of a pain to dig out the printer and hook up the cords!).