RSign for SIS Partner Platform

RSign for SIS Partner Platform

App Overview:

SIS Partner Platform is a web-based agency management system for insurance agencies maximizing growth and retention. The RSign for SIS Partner Platform App allows users to send files for e-signature from their SIS Partner Platform interface leveraging all RSign features, such as the following:

    • Track and prove delivery of e-signature envelopes
    • Access a shared library of Templates and Rules to save time
    • Receive Legal Proof audit trail records for ESign and UETA-compliant transactions
    • Create custom e-signature workflows
    • Set custom reminders for signers

Product Tour

How to Install

Installation Tips:

SIS Partner Platform customers with valid RSign credentials need to notify service@sisware.com to activate the integration. Once the integration has been set up, a pen (e-sign) icon will be embedded in the Documents section of the Client Profile in SIS Partner Platform. Users can click on that icon to send the document for signoff.

Customers using the integration for the first time will need to login in SIS Partner Platform with their valid RSign credentials as well as the RSign reference key. Please contact us if you do not have this information.

How to Register:

To start using RSign for SIS Partner Platform, follow these simple steps:

    1. Find the document for signoff under the corresponding client.
    2. Click on the pen (e-sign) icon.
    3. Enter your company RSign reference code (obtained when purchasing RSign). Contact us if you do not have this information.
    4. Enter your RSign username and password and save.

Customer Stories

App Info

Version:

1.0

Languages Supported:

Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Service Language (Messages, Receipts, etc.):

Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Minimum Requirements:

Operating SystemWindows 2003, Windows XP, Windows Vista 32-bit, MacOSX With Parallels Desktop (Windows XP or Windows Vista 32-bit)
DeploymentSingle user, groups of users
UpdatesDownload the latest SIS Partner Platform software from https://install.partnerxe.com/

Licenses RequirementsSIS Partner Platform credentials, RSign credentials
LicensingPer user, shared group of users, or usage-based
Hardware RequirementsIntel Core-Solo 1.2 Ghz, 1GB RAM Hard Drive with at least 150 MB free space
8 MB video card (or Larger) – Capable of displaying 800X600 in 16 bit color 17” Monitor (or Larger) – Need 800X600 screen display
10/100 MB Ethernet Network Card
Internet Connectivity- Workstations must have access to dedicated broadband “always on” Internet connection (DSL/Cable/Satellite/ Tl).
Run the below speed test to ensure optimum system response time
From your Internet Browser, enter http://cst.partnerxe.com/
Click Begin Test and verify the results are acceptable*:
– Download no less than 1500 Kbps
– Upload no less than 500 Kbps