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PROVIDER SENDS TO CUSTOMER WITH AUTHENTICATION CONTROLS E-SIGNATURE E-SIGNS AND SUBMITS TO COMPANY DELIVERS TO E-SIGNATURE PROVIDER ORACLE DOCUMAKER E-Signatures for Happy Customers, Staff, and Regulators A reference for insurance and financial services 1. Faster customer response and overall turnaround time 2. Higher staff productivity 3. Reinforced document security 4. Cleaner audit trail for improved regulatory compliance 5. Reduced printing and distribution costs 31 % of executives agree that they retain most paper docs for signatures (Source: AIIM) Common Problems of Paper Signatures ERRORS SLOW PROCESSING LABOR-INTENSIVE Docs missing signatures, Mail, fax, scan/e-mail Docs must be routed, initials, dates or signed by lead to bottlenecks, delays. reviewed, and approved the wrong person The Solution: Oracle Documaker Design, Produce, Deliver, and Store Docs with E-Signatures CONTRACTS 401K/IRA ROLLOVERS CHOOSE FROM LOAN APPLICATIONS DOCUMAKER ACCOUNT OPENINGS E-SIGNATURE INTERNAL APPROVALS OPTIONS: POLICY APPLICATIONS TYPED OR WRITTEN SIGNATURE FONT, COLOR MULTIPLE SIGNATURES ROUTING ORDER DELIVERY SETTING INCLUDE NAME, E-MAIL, DATE ENTERPRISE DOCUMENT AUTOMATION INTEGRATES WITH DOCUSIGN SILANIS ASSURE SIGN ADOBE SIGNED DOC IN LIBRARY WITH TRACKING AND VERSION CONTROLS COMPANY STORES CUSTOMER STORE COPY IN LIBRARY CREATE PDF
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Benefits of Going Paper-Free with Certified E-Signatures

Feb 24, 2022

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Page 1: Benefits of Going Paper-Free with Certified E-Signatures

PROVIDER SENDS TO CUSTOMER WITH AUTHENTICATION CONTROLS

E-SIGNATURE

E-SIGNS AND SUBMITS TO COMPANY

DELIVERS TO E-SIGNATURE PROVIDER

ORACLE DOCUMAKER

E-Signatures for Happy Customers, Staff, and Regulators A reference for insurance and financial services

Benefits of Going Paper-Free with Certified E-Signatures

1. Faster customer response and overall turnaround time

2. Higher staff productivity

3. Reinforced document security

4. Cleaner audit trail for improved regulatory compliance

5. Reduced printing and distribution costs

31% of executives agree that they retain most paper docs for signatures (Source: AIIM)

Common Problems of Paper Signatures

ERRORS SLOW PROCESSING LABOR-INTENSIVE

Docs missing signatures, Mail, fax, scan/e-mail Docs must be routed, initials, dates or signed by lead to bottlenecks, delays. reviewed, and approved the wrong person

The Solution: Oracle Documaker Design, Produce, Deliver, and Store Docs with E-Signatures

• CONTRACTS • 401K/IRA ROLLOVERS CHOOSE FROM • LOAN APPLICATIONS DOCUMAKER • ACCOUNT OPENINGS E-SIGNATURE • INTERNAL APPROVALS OPTIONS: • POLICY APPLICATIONS

• TYPED OR WRITTEN SIGNATURE

• FONT, COLOR • MULTIPLE SIGNATURES • ROUTING ORDER • DELIVERY SETTING • INCLUDE NAME,

E-MAIL, DATE

ENTERPRISE DOCUMENT AUTOMATION INTEGRATES WITH • DOCUSIGN • SILANIS • ASSURE SIGN • ADOBE

SIGNED DOC IN LIBRARY WITH TRACKING AND VERSION CONTROLS

COMPANY STORES

CUSTOMER

STORE COPY IN LIBRARY

CREATE PDF