1. Adobe EchoSign

2. Adobe EchoSign
WHAT IS IT
Adobe EchoSign is a secure e-signature platform that gives your customers an easy and convenient way to verify and sign their own applications without requiring voice verifications.
You can send your customers’ applications by text or and can receive verification while you’re talking to them.

3. Adobe EchoSign
WHY USE IT
You can save valuable time for yourself and your customer which means turbo-charging your sales cycle.
The appropriate documentation is sent to your customer without having to search for the right forms and scripts.
Secure your business with legally binding and regulatory compliant documentation signed by your customer.

4. Adobe EchoSign Run a Quote
HOW IT WORKS: GETTING STARTED
Run a Quote
Fill in pre-requisite information to find qualifying products
Answer medical questions (if applicable)
Fill in applicant’s personal information
Insert payment information and review and accept authorization(s)
Complete Signature Verification via text or by checking “Send for Adobe eSignature (Voice verification is required if client has no or smartphone)
Note
For or text verification, applicant must have an address or smartphone. If a member does not have an address, use
Delay App and List Bill features are not currently available when using EchoSign

5. Adobe EchoSign Enrollee Signed Application Send for Adobe Signature
HOW IT WORKS: VERIFICATION OPTIONS
Enrollee Signed Application
Use when your customer is doing the application on their own computer.
Send for Adobe Signature
This option will allow you to send your customer a text or for application signature – this is most often used.
Agent-Signed Application
Voice Verification Required- approved scripts must be read to the customer and recorded

6. EchoSign by
HOW IT WORKS
At this point the EchoSign process begins and breaks away from the regular application process.
Select “ ” and click “Send Link”
Message will appear, confirming an has been sent.

7. EchoSign by
HOW IT WORKS
Customer will receive with link to begin e-signature process

8. EchoSign by Email Click “Start” to begin
HOW IT WORKS
Click “Start” to begin
Click on signature box to create a signature
Customer has two options to sign:
Type name in signature box for an automated signature
Type name in signature box first and then choose to draw a signature

9. EchoSign by
HOW IT WORKS
By clicking Next”, the customer is taken directly to where the next signature is required.
Note: Customer must click the signature field for the signature to populate prior to clicking “Next”

10. EchoSign by
HOW IT WORKS
Customer must press “Click to Sign” to confirm and process the signed application

11. EchoSign by
HOW IT WORKS
Customer receives immediate confirmation with ability to download and print Application Form

12. EchoSign by
HOW IT WORKS
Get immediate confirmation when customer signs all forms
Click “Next” to process payment and confirmation page will appear.

13. EchoSign by Text Select “Text Message” and click “Send Link”
HOW IT WORKS
Select “Text Message” and click “Send Link”
Message will appear, confirming a text has been sent.

14. EchoSign by Text
HOW IT WORKS
Customer will receive text message with a link to begin e-signature
Message and data rates may apply

15. EchoSign by Email Click “Start” to begin
HOW IT WORKS
Click “Start” to begin
Click on signature box to create a signature
Customer will need to rotate their phone to sign
Customer has two options to sign:
Type name in signature box for an automated signature
Type name in signature box first and then choose to draw a signature

16. EchoSign by Text
HOW IT WORKS
By clicking Next”, the customer is taken directly to where a signature is required.
Customer must click the signature field for the signature to populate prior to clicking “Next”

17. EchoSign by Text
HOW IT WORKS
Customer must press “Click to Sign” to confirm and process the signed application

18. EchoSign by Text
HOW IT WORKS
Customer receives immediate confirmation with ability to download and print Application Form

19. EchoSign by Text
HOW IT WORKS
Get immediate confirmation when customer signs all forms
Click “Next” to process payment and confirmation page will appear.

20. Track EchoSign Verified Applications
HOW IT WORKS
You can view and download every application that has been verified using EchoSign.

21. Adobe EchoSign
CORRECT DATA COLLECTION
The only way EchoSign really works well is with correct customer information. It is highly recommended to verify key data fields such as name, address, , phone number and others to ensure smooth use of the EchoSign feature.
Extra care in information collection will spare the headache of your customer not getting their or text verification.
Also, if the customer can’t find their verification , remind them to look in their spam folder.

22. Adobe EchoSign
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Save time and make more of your sales calls with EchoSign. Powered by Adobe and made available to you by Health Insurance Innovations.