How Batch eSignatures Enable Fast and Efficient Signing of Multiple Documents

When businesses must gather customer consent for multiple documents or pages, it can be a time consuming and cumbersome process — even when forms are digitized. Furthermore, businesses often want to ensure that documents are signed in a particular order, but sending them piecemeal is inefficient for both agents and customers. That’s why Lightico created batch eSignatures, which give agents the ability to send a batch of documents to customers via template or ad hoc instead of sending each document individually, and by simplifying the signing procedure.

Goals That Batch eSignatures Help With

There are cases in which a set of documents needs to be shared with the customer. Often, the agent can simply add them one by one to the session based on the call’s progress. However, there are cases where it would be easier for the customer to receive these documents as a package. In addition, sometimes there is a need to control the order of signing and approval of the documents, and ensure that all documents were completed before moving to the next step. Businesses may turn to batch eSignatures to:

1. Send multiple documents to customers for signature and approval
2. Streamline the process where multiple documents are involved
3. Control the order of the documents being signed and approved
4. Ensure that all required approvals are completed by customers

Benefits of Batch eSignatures

Batch eSignatures offer a simplified way to collect signatures and approvals on multiple documents.

• Agents can create a batch to send the customer grouped documents to avoid multiple eSignature requests.
• The customer doesn't need to manually open and close individual documents.
• Agents can control the order of the documents being opened by the customer: the customer must go through the sequence that was defined in the batch.

Batch eSignature Use Cases

Batch eSignatures are helpful when dealing with multiple forms requiring signatures and disclaimers, both during onboarding and servicing processes. For example, insurance applications, account opening forms when onboarding new customers, loan deferment and modification requests, and policy or subscription renewals can all be finalized quickly through batch eSignatures. Lightico customers can see how batch eSignatures can fit into the following overarching use cases:

Onboarding

Loan Agreements Insurance Applications Account Opening Forms

Servicing

Deferments & Modifications Insurance Claims Renewals

How Batch eSignatures Positively Impact Common KPIs

Batch eSignatures allow businesses to reduce average handling time (AHT), boost completion rates, enhance the customer experience, improve agent efficiency, and reduce the risk of non-compliance. They help businesses eliminate the confusion and prolonged time that’s so prevalent when it comes to processes that require multiple documents to be signed.

How to Set up a Batch of Documents for Signing

From the agent homescreen, select Tools then Send Batch. Click on the plus icon (+) to add documents from the agent repository or the upload icon to add documents ad-hoc from your file browser. Once the documents have been selected, click Send Batch. Note, if you selected a document ad-hoc from your file browser, the toolbar will open for you to add a signature field. Similarly, if your mapped document contains mandatory fields for agent completion, this will appear for the agent before being sent to the end-customer.