NextAgency makes it easier to collect required consent forms for ACA and Medicare enrollments. Now it’s even easier, with e‑Signature‑enabled PDFs you can send individually or generate automatically through workflows. Which means no more waiting for prospects or clients to print out the form, sign it, and return it. They can do all that online.
This ESIGN Act compliant enhancement greatly simplifies the consent-form process. Plus, the completed form is automatically stored in the case record, eliminating the need for physical handling and reducing turnaround time from days to minutes.
Key benefits:
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Instant turnaround – Prospects sign on any device, and the signed PDF returns to the agency instantly.
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Zero‑cost add‑on – The e‑signature capability is included at no extra charge for all NextAgency users.
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Workflow automation – Add a “Send E‑Signature” step to any workflow, so consent forms are dispatched automatically when a case reaches the appropriate stage.
Getting started is simple. When creating a workflow, in the Add Action step select “Add E-Signature Form Email.” We’ll generate a suitable email that includes the E-Signature link. Accept this template or edit it as you like then click the Save button. When you’re ready, activate the Workflow. Here’s a Help Desk article detailing the steps.
By turning a regulatory requirement into a seamless digital interaction, you free up time for higher‑value activities and improve the client experience. To learn more, please contact us at Support@NextAgency.com