Tailor your eSignature workflows

Paperless Solutions Group eXpedite   provides eSignature capability and workflow support specifically designed to meet the needs of the life insurance industry. A robust, cost effective, secure, and compliant system, the platform leverages proven PSG technology to help you manage your e-signatures and enhance your document processing.

​

With full API capabilities that integrate seamlessly into workflows and systems, and features that have been developed specifically to meet the needs of the insurance industry, PSG eXpedite, goes beyond a standard e-signature tool and adds efficiencies by managing your entire document workflow. 

​​​

Features most valued by the life insurance industry

Not all e-signature tools are alike – and PSG eXpedite has been developed to include key features valued most by the life insurance industry including:

​

• "Assign to Advisor" - Delegate document control to advisors, who can then add fields, questions, or a cover letter before sending documents for signature.

• Customizable questionnaires.

• Adaptable email templates that can be adjusted to reflect your company’s voice and style.

• Upload your own forms and/or leverage the PSG carrier library of forms.

• Unlimited signature parties.

• Workflow controls allowing you to designate the sequence of signatories.

• Control over recipients and watchers, which can be added or removed after package creation.

• Enhanced authentication including text messaging or personalized one-time event (shared secret) process.

• Tracking and logging that allows you, and those you designate, to monitor workflow status.

• Secure and compliant - Troutman Pepper Locke LLP reviewed and approved.

• Hosted capabilities in the U.S. and Canada.

• Affordable per transaction pricing with no minimums or maximums and no annual fee.

• One cost for all services – no hidden costs.

​

And at a cost lower than other e-signature tools, you can save money while improving efficiencies. 

​

Useful for any workflow requiring an e-signature
Paperless Solutions Group eXpedite provides e-signature capability and workflow support that enhances any process, including these common use cases:​​

Enhance your document workflows and simplify signature collection with a budget-friendly solution from a partner that knows the life insurance industry.

​

eXpedite a Service Mark of the Paperless Solutions Group