Transcript Slide 1

Webinar Content
Steve Woodworth
Market Director – Wealth Management & Insurance
Agenda
I.
Introductions
II. The ESIGN Challenge
III. DocuSign Overview
IV. DocuSign Insurance Focus
V. Demonstration
VI. EMSI Case Study
VII. Summary
The ESIGN Challenge
• Legally Defensible
• Enterprise Class (Reliability/Security)
• Flexible (Sending/Signing)
• Value exceeds Investment
About DocuSign

Over 2,500,000 users have DocuSigned
 20,000 + paying customers
Experience
 1,500,000 signature events per month
 73% market share of SAAS based eSignature
Providers. (compete.com 2009)
“
Previously, it completed such a transaction by mail in an
average of 14 days. Now, with the e-signature, it
completes this in two days. "In terms of getting the
coverage in force and getting the case out of our queue,
it really sped things up”.
”
- Amica Life Insurance
Some of Our 20,000 Customers
Fortune 500
Foreign Owned Customers that Selected and use DocuSign Today
Other Notable Companies that Selected and use DocuSign Today
Shrink Time-To-Close
Source: DocuSign eSignature Service
DocuSign Insurance Focus
•
Product Lines
» Auto, Home, Life, Specialty, Long Term Care, Annuities,
Securities and 401k Rollover
•
Automated Processes
» New Business Application
» Tele Underwriting (Part II)
» Disclosures
» ePolicy Delivery
» Agent Appointments
» Policy Holder Services
•
Results
» Increase Placement Ratios by 20% - 30%
» Reduce Cycle Time by 50%
DocuSign Acceptance in P&C Insurance
• AAA Mid Atlantic
• AAA Southern California
• AAA South
• AMICA Insurance
• Rightsure
• National Guaranty
• Hallmark Insurance
• TWG Insurance
• Traders Insurance
• UAIC
• Travelers
“The day DocuSign was introduced
I recovered four policies that I’ve
been trying to get back for weeks…
DocuSign is an easy tool that’s
simple and easy to use for our
insureds”
R Oliver
Member Services Rep
AAA Southern California
Carriers that Accept DocuSigned Documents
• American General Life Companies (VALIC)
• ING
• Genworth
8 of the top 16 Insurance Carriers are using
or accepting DocuSign TODAY
• Banner Life (Legal & General)
• John Hancock (ManuLife)
• Protective Life / West Coast Life
• Savings Bank Life Insurance (SBLI)
• Lincoln Financial
• AMICA Mutual
• Securian (Minnesota Life Insurance Company)
• Conseco Insurance Company
• Americo Financial Life
© DocuSign Inc, 2008
© 2006 DocuSign, Inc.
©2007 DocuSign, Inc. Confidential.
Simple Envelope Concept
1. Deposit Document (s) into an DocuSign Electronic
Envelope
2. Address the Envelope:
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Who needs to sign – Name and email address
Where do they sign – Signatures, Initials and Data
How do they Authenticate – Account Login and password, access
code, ID Check or custom.
What Order do they sign – Countersigning
Where to Store after they sign – DocuSign or 3rd Party Vault
Reminders & Expirations
3. Send the Envelope via DocuSign
End Client Experience
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©2010 DocuSign, Inc. Confidential.
End Client Experience
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© DocuSign Inc, 2008
© 2006 DocuSign, Inc.
©2007 DocuSign, Inc. Confidential.
EMSI Case Study
• <<CONTENT>> from Keith Ho
Summary
•
•
•
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Legally Defensible
Enterprise Class (Reliability | Security)
Flexible (Sending | Signing)
Value exceeds Investment
“DocuSign holds the leading position in the marketplace and is the most successful
member of the new vanguard moving beyond e-signing alone by offering workflow
options that cover more of the full life cycle of electronic document execution.”
Bill Nagel
Forrester Security & Risk
Market Overview: E-Signatures in 2010
January 15, 2010
Corporate Overview