How we interpret Customer Success

Nobody can deny Farm Boy, a local Ontario grocery store, of its food’s freshness and the quality. It’s my favorite place to shop with plenty of varieties for all occasions, and they’ve always got something for when I can’t come up with a dinner idea; daily fresh made soups, sandwiches, duo or trio ready-to-go meals. The bakery has all types of breads, the butchery section is filled with marinated shish kebabs, tasty sausages, and other delicious meaty foods. When holidays come, they even offer family meal kits. Farm Boy is more than a grocery store to me. It provides me with meals-on-the-go that are healthier and higher quality than what you might get at many restaurants. By now, you should be getting an idea of what kind of the store Farm Boy is. But it goes even further. One day I was there looking for ground pork. Although I had seen Farm Boy selling ground pork before, it wasn’t something that they sold every day. That day, they didn’t happen to be selling any. Tough luck. Not expecting anything, I decided to ask a staff member beside me who was placing meat packages on a shelf. To my pleasant surprise, she said, “We don’t have any today, but I can ground what you’ve selected while you finish your shopping. Just come back in 5 minutes”.

COVID-19 has changed the way we live dramatically. Churches having to go online overnight, 80 year old parents learning how to use Zoom to connect with their families, businesses switching to a completely remote workplace. Our lives are all becoming digital. Customer support especially. These days, a large portion of customer support services are automated through the use of AI chatbots and answering machines. Sometimes I feel like I’ve won a lottery when I call a hotline and have a human answering on the other end of the line. Automation is great for the service providers employing them, but what about for the customers? Is it better to give our customers a “take it or leave it” attitude that often comes with automated support? Or should we tune-in to their problems? Although many Software-as-a-Service (SaaS) providers may see it as costly and inconvenient to provide personal support to customers, at Signority, we believe that it’s a key component to Customer Success.   

When a customer stumbles upon a problem, it’s important to clear their questions as soon as possible, regardless of the size of the customer. That’s why, when you contact Signority’s customer support, whether you need help finishing an online contract signing process, or have questions about how to set up an electronic signature, you will have a real human answering the line. 

Our support response times are posted on our website, but we have been delivering support much faster and aim to continue to do so in the future. We also believe in listening to our customers. Customer requests are directly handed off to the product development cycle. Our product roadmap is based on our customers’ needs. 

This is how we operate at Signority; personally connecting with our clients to ensure their success. After all, there is no better reward for a company than loyal customers who are successful.

Jane He, CEO

Want to learn more about our product? Try it out for free for 14 days!

New Application Release from Signority – Sprint 17 Release Notes

Signority-year-of-growth-moving-announcement

New Application Release from Signority

Tons of Features and Improvements

August 7, 2017

Signority users, good news! With your feedback, we have modified the Billing Payment system and added more features. Getting your work done is now simpler and faster. We would love to hear from you! Feedback is always welcomed.
Billing Payment Improvements

  • Simplified plan with Team + API in one place
    • Team Plan now integrated with the API. Now any combination is possible within the document count limit.
    • There is NO extra cost by adding users. Unlimited Users and PKI Digital Signature are included without extra cost!
  • Self-Service Trial and Plan purchase
    • You can start a Free Trial on any of Team Plan without contacting us.
  • In-Application Self-Service Upgrade/Downgrade/Terminate Account
    • Upgrade by clicking the “Upgrade” button from the dashboard
    • – Or 
    • Upgrade by going to “MANAGE PLAN” from “My Account” at the top right corner, and select a new plan.
      • Downgrade by going to “MANAGE PLAN” from “My Account” at the top right corner. Select new plan.
  • Usage Report for Team Administrators
    • Team Admins or Billing Admins can now view team members activities.
    • View team member document transaction activities by Current Month, Last Month, or the Month Before Last.
    • Team Admins can click “Team” and click “Team Activity”.
  • Resend Signing Reminders
    • Recipients who have not yet to sign documents can be sent reminders.
    • During a signing ceremony, document sender select “More” at the top right corner. From the drop-down list, select “Status”. Go to “Recipient List” page, and individual signing invitations can be resent to those who have not yet to sign the document.
  •  Recipients can be Removed from Signing Flow
    • During a signing ceremony, document sender selects “More” at the top right corner. From the drop-down list, select “Status”, go to “Recipient List” page, and click “Remove” button.  

User Experience Improvements and Other Features

  • Mobile device UI improvement
    • If using a mobile tablet or smartphone to sign the document, our application will not show the thumbnail column on the signing page. This allows for an optimal window size to work on the document.
  • Overlay Template Workflow Improvement
    • Document Creation Workflow:
      • Upload Document
      • Once uploaded, the “Use a Template Overlay” button appears under “Template Overlay”.
      • Click on button and bring up template list.
      • When a template is selected, the name of the template used in Template Overlay section is shown
      • These will automatically be inherited from the template on current document creation:
        • pre-set tags,
        • ownership of tags,
        • email message,
        • subject lines,
        • “Send reminders to recipients” Options,
        • Page view evidence,
        • Digital Signature.

Signority + Zapier Integration Lets You Automate Your Business Operations with Over 700+ Apps

Signority Announces Their New Zapier Integration

Ottawa, Canada – February, 20th 2017 – Signority, the easiest and most secure electronic signature platform serving the small and medium-sized business (SMB) communityannounced today, that it has integrated with the leading automated app integration platform, Zapier.  
Signority lets businesses to simply send, eSign, and securely manage documents with their end-to-end solution, allowing for a seamless end-experience for both users and businesses. The new Zapier integration makes it possible for customers to further automate processes and build workflows with just a few clicks, allowing businesses to save time and streamline operations — all without the need of a developer.
“This Zapier integration will make it easier for our customers to automate their operations or automatically store copies of their important documents into third-party apps like Google Drive or Box. We believe this will help our customers avoid complicated processes that can be an unnecessary burden and cause a negative impact on corporate revenue.”, said Samer Forzley, CEO of Signority.  
Cody Jones, Head of Business Development at Zapier said, “We’re excited to be working with Signority and look forward to seeing how this fast-growing startup can leverage our platform to help our current and future customers”

Signority’s customers can now integrate their Signority account with over 700+ apps via Zapier, some of those integrations include:
>> Google Sheets:  Easily export signer data to Google Spreadsheets  
>> Paypal:  Automatically send forms to be signed, after a payment has been received through PayPal
>> MailChimp:  Add new signers to a Mailchimp list to contact
>> Slack: Get messaged on a channel or privately as soon as a document is signed
>> SMS: Get notified by SMS once a document has been signed
>> Salesforce, Pipedrive and other CRMs:  Add client information into your CRM of choice, on completion of a Signority form. Also, automatically send contracts and other paperwork to your client once a sale is won.
>> Box, Google Drive, OneDrive, Dropbox:  Save a copy of contracts, onboarding forms etc directly to Box
Following the recent announcement regarding their launch into the Chinese market, Signority is engaged in actively disrupting the electronic signature industry. The Signority – Zapier integration — aside from its obvious benefits — will help small and medium businesses out there automate their workflows and simplify day to day business operations.
To learn more about the integration of Signority and Zapier, visit https://zapier.com/zapbook/signority/
About Signority
Signority Inc. is an Ottawa-based SaaS company that is dedicated to make it easy and secure for growing businesses to legally sign electronic documents. Their platform allows for the management of legal document workflows by offering a digital signature solution to easily access, verify, sign and certify documents from anywhere in the world, on any device.
To learn more about Signority’s unique transparent pricing, visit: http://www.signority.com/pricing-transparency-electronic-signature/
For media inquiries, contact:
Dan Lawrence
(C/O Signority)
981 Wellington Street West,
Suite # 301
Ottawa, ON

Signority Set for Year of Explosive Growth

Signority-year-of-growth-moving-announcement

“Signority, a fast-growing, Ottawa tech startup, is now set to disrupt the eSignature space. Their move into their new office in Hintonburg makes room for new hires and their big plans.”

Ottawa, ON (Feb 1st, 2017) – Signority, Inc. the easiest and most secure electronic signature platform serving the small and medium-sized business (SME) community, announced their move from Invest Ottawa‘s incubator, to their new office at Wellington Street West on February 1st, of 2017. The move allows the company to expand their team this year to add another 30+ employees to realize their big plans.
The new office is located in the heart of Hintonburg — a vibrant, urban neighbourhood, situated West of Downtown Ottawa — known for its eclectic mix architecture, modern restaurants and fashionable boutique stores.
Signority aspires to be a leader in the electronic signature space and recently announced their secure digital signature solution to the Chinese market, to allow businesses to easily sign contracts using a Digital Chop — in celebration of the Chinese Lunar New Year.
The new Hintonburg office space will bring improved client service, better facilities and more room for the growing team. In addition, it will serve as a space to engage with the local community, where Signority is looking forward to hosting meet-ups and networking events.
“The eSignature space is highly competitive and yet non-differentiated, we are in this space to disrupt it.  We have big changes planned this year that will help us stand out and provide SMEs with a truly innovative solution built for enterprise but priced affordably for them. With this move, we also want to be at the center of an ecosystem that shares our values and aspirations. Hintonburg – Mechanicsville, is an up and coming neighbourhood that is home to fashionable boutique stores, innovative restaurants and interesting architecture. We are excited to move to this creative and dynamic neighbourhood,” said Signority’s CEO Samer Forzley.
Signority will now occupy the third floor of a multi-tenant office building located at 981 Wellington St W, Suite 301, Ottawa, ON K1Y 2Y1.
The full move is set to be completed on the 1st of February, 2017.  All of Signority’s phone numbers will remain the same.

Signority is a fast-growing, secure electronic signature and digital signatures provider, with unique pricing transparency. Signority’s platform was designed to automate the document signing process & reduce management costs — so business owners can focus on growing their business.
Visit Signority.com for more information.

About Signority Inc.
Signority Inc. is an Ottawa-based SaaS company that is dedicated to making it easy and secure for growing businesses to legally sign electronic documents. Their platform allows for the management of legal document workflows by offering a digital signature solution to easily access, verify, sign and certify documents from anywhere in the world, on any device.
For media inquiries, contact:
Dan Lawrence
(C/O Signority)
981 Wellington Street West,
Suite # 301
Ottawa, ON
K1Y 2Y1
Email: press@signority.com
Website: www.signority.com

What You Missed: Highlights of The CSIO eSignature Webinar for Insurance Brokers

CSIO eSignature Webinar for Insurance Brokers

The “eSignatures: Benefits and Implementation for Insurance Brokers” webinar was sponsored by the Centre for Study of Insurance Operations’ (CSIO) and hosted Michael Spiar (Broker Relations and Communications Specialist at CSIO) on January 19th, 2017.
With over 100 participants who came to learn about eSignatures and its implementation from the panellists: Karen Hoflin (Vice President, Go Insurance), Rebecca Reed (Operations Manager, Callister Musico Insurance Group), Samer Forzley (CEO, Signority). We have highlighted several key moments, observations and announcements from the webinar in this short post.
Below, you can see some highlights from the “eSignatures: Benefits and Implementation for Brokers” webinar, such as:

  • The legal overview for implementing electronic signatures
  • Current brokerage adoption rates in Canada
  • Workflow & Benefits of using electronic signatures
  • Broker testimonials and our personal observations

The legal overview for implementing electronic signatures

The webinar was kicked-off by Michael Spiar, who introduced the panellists and broke down the common legal definition of electronic signatures — I.e. “electronic information that a person creates or adopts in order to sign a document and that is in, attached to or associated with the document (Ontario Electronic Commerce Act, 2000).
The Five Broad Exclusions Under Insurance Law, namely:

  • Notice of cancellation
  • Nomination of person as having rights/interests of insured on insured’s death
  • Beneficiary designation (testamentary disposition concern)
  • Alterations to policy by insurer
  • Trustee appointment

Broker Adoption of eSignatures in Canada, courtesy of CSIO:

Broker Adoption of eSignatures in Canada

Workflow & Benefits of using electronic signatures:

There are several reasons for using Electronic Signatures and Digital Signatures, below are a couple of main points from Samer Forzley’s presentation:

In-person Signing (Insurance Brokers)

In-person Signing Insurance Brokers
According to IBC’s 2015 report Facts of the Property and Casualty Insurance Industry in Canada, operating expenses (Including employee compensation) amount to over 20% of total revenues — that amounts to about 20.6¢ for every dollar.
Which is due to: Travel times, phone calls and client onboarding.
Other reason for the high operating costs:

  • Documents are prepared and printed for signature by all parties
    • Print, sign, scan, email/courier/fax method
    • Internal and external customers/clients
  • Documents are often returned with missing signatures or incomplete/incorrect information, which can cause delays and restarts
  • Document transactions are halted without completed signatures, leading to further interruptions

eSignatures Signing Workflow (Insurance Brokers)

eSignatures Signing Workflow

  • Send: Upload and securely send documents for electronic signatures
  • Sign: Customers or Recipients receive, review and electronically sign the document. On completion Customers or Recipients receive a copy of the document and audit trail
  • Manage: Besides receiving a copy of the contract via email, broker’s can view signed documents, audit trails, a document’s status and even automate reminders

Benefits of eSignatures to Insurance Brokers

Benefits of eSignature to Brokers
According to EY Global’s “Insurance Digital Survey 2013”, Insurers aspire to future digital leadership; however, attaining their goals will require significant — and rapid — improvement to close the current gap. By their own admission, more than two-thirds feel they have delivered some easy quick wins, but they have not made transformational progress to realize their ambitious digital objectives.
Below are a few key reasons Insurance Brokers’ should go digital:

  • Ability to initiate and complete sales cycle quickly
  • Improved retention through customer convenience
  • Reduced errors and follow-up calls
  • Reduce overhead costs
  • Tamper-proof records

Benefits of eSignatures to Customers

Benefits of eSignatures to Customers
According to Ernst & Young’s report titled “Insurance in a digital world: the time is now.”
The two biggest drivers of digital strategies are “enriching the customer experience” and “regaining more direct control of the customer relationship” — far ahead of “attracting prospective customers and increasing sales.” While the cost of acquisition continues to rise, retaining existing customers is an increasing necessity and should be a critical and measurable benefit of any improvement in the customer experience, digitally enabled or otherwise.
Some benefits of eSignatures for your customers:

  • Improved convenience and experience
  • Customers can sign by mouse or touchscreen anywhere, anytime
  • Elimination of the antiquated print-sign-scan process
  • Secure storage of documents and personal data

What toLook for in an eSignature Solution Vendor

What to Look for in an eSignature Solution Vendor
5 things to think about, before choosing you Canadian eSignature Vendor:

  • Does the product answer your needs as a business?
  • Is the vendor’s product easy to learn and use?
  • Does the eSignature vendor have the level of support your business needs?
  • Does the eSignature vendor understand your business?
  • Is your data contained in Canada?

Other important notes
There were 2 main polls conducted during the webinar that brought about interesting results:

Poll #1

Primary learning objective in today's webinar
What is your primary learning objective in today’s webinar?

  • Legality of eSignatures
  • Workflow Benefits
  • Best Practices
  • Implementation Tips
  • Other

Poll #2

What is the primary concern of implementing eSignatures in your brokerage?
Primary concern of implementing eSignatures in your brokerage

  • Security/legal concerns
  • Workflow
  • Staff buy-in
  • Cost/effort
  • Other

We thoroughly enjoyed presenting and would like to thank CSIO for opportunity to be a part of the webinar.
Click on the download link below to get all the slides
Download Now
Are you an insurance broker with questions about the legality of eSignatures and its implementation?
We’d love to help, click on the contact us link below to send us a quick note.

Release 4.6.0 Is Here!

Signority Logo White on Blue background

Hey everyone,
Release 4.6.0 went live earlier today! Just a quick update on some of the changes we made for this release. It was mostly focused on bug fixes and minor tweaks. 🤗
The biggest changes are:

  •       A newly designed audit trail
  •       A newly designed signature box
  •       Minor tweaks to improve the font sizing for text and note tags
  •       Tweaks to improve our SMS authentication
  •       And have squashed over 20 bugs in the last 2 weeks

The new signature box hasn’t changed in function but has a sleeker, cleaner look!

Newly redesigned Signature box!
The newly redesigned Signature box!

Here is the audit trail. There is also a document history section on a second page that shows the signing process, but the biggest change is the signer information with the signature shown next to their info. Check it out by clicking the image below.
 
eSignature-audit-trail-signer-list
The newly redesigned audit trail with signer information

 
 
 
 
 
 
 
 
 
 
 
There isn’t anything major in this update but stay tuned for some more feature additions and workflow improvements in the future! If you have any questions about any of the updates in this release or anything else, don’t hesitate to ask!

The Evolution of Insurance Is Now: Signority Sponsors NYiDay

Signority Sponsors NYIDAY

Yes, the evolution of insurance is now and the entire team at Signority is excited to announce our sponsorship of NYiDAY, the must-attend event for members of the insurance industry.
Taking place this October in New York City, NYiDAY will feature leading minds of the industry discussing what’s next in the world of insurance.
This one-day event will cover a wide variety of topics that are crucial to any ambitious insurance professional. Attendees will be exposed to the latest ideas driving innovation in the insurance industry, which includes acquiring and nurturing top talent, leveraging agency management systems and implementing superb customer service to stand out from the competition.
With a diverse lineup of high-quality speakers including COO of ELANY, Dan Maher, Trusted Choice Digital Content Manager Sydney Roe, InsurBanc CEO David Tralk and Swiss Reinsurance Corporate Solutions SVP Sabrena Sally, we’re looking forward to learning from exciting and fresh perspectives. This year’s keynote speaker will feature television anchor, radio host, and author Mike Greenberg as he guides us through the proceedings.
We’re proud to support NYiDAY because we believe in facilitating discussion about how technology can push the industry forward. As a provider of digital document solutions, Signority strives to change signatures and document management forever.
Signority’s digital document and signature solution revolutionizes the way that documents are shared, signed and managed. We make it possible for anyone to create a secure, branded digital document, send it to the right recipients for signatures anywhere in the world.
With Signority, all documents, contracts and forms can be built, tracked and managed within our secure web app. This means it’s easier than ever for teams to manage their entire library of active documents and templates from one place.
Our goal is to help both individuals and organizations in the insurance sector to expand their capabilities, cut costs, and increase efficiency through the use of digital signatures and documents while providing end-to-end convenience and enhanced security.
Learn more about NYiDAY at: http://NYiDAY.squarespace.com/             
To learn more about how Signority can help your team to reduce document completion time by up to 80%, digitize your paper-based processes, and remove the need to manually track hard copies of documents please visit www.signority.com, or contact the Signority team at Hello@signority.com
 

About Signority Inc.

Signority Inc. is an Ottawa-based SaaS company that is dedicated to make it easy and secure for organizations to legally sign electronic documents. Their platform allows for the management of legal document workflows by offering a digital signature solution to access, verify, sign and certify documents from anywhere in the world, on any device.
 

Signority and the Department of National Defence Successfully Completes Trial of eSignature Workflow Solution

Ottawa, ON – September 6th, 2016 – Signority, along with the Department of National Defence (DND), recently completed a successful evaluation of Signority’s eSignature and digital workflow solution.

Signority was awarded a contract with the Federal Government’s 
Build in Canada Innovation Program (BCIP) to work with the Department of National Defence to test and evaluate means to reduce the need for manual paper-based processes thus saving time and money. The trial provided the following key results based on the CP-140 test scenarios

  • Reclaim valuable time by eliminating the need to manually scan and follow-up on paper folders during the AMAF (Aircraft Modification Approval Form) process
  • Completely eliminated paper from the AMAF process
  • Eliminates the requirement to have any hardcopies of documents since the entire process can be delivered digitally
  • Ensure that anyone who needs access to an AMAF can retrieve a digital copy.

Signority looks forward to leveraging this success to work with other organizations who are faced with many of the same challenges attached to paper-based processes.
To learn more about how Signority can help your team to reduce document completion time by up to 80%, digitize your paper-based processes, and remove the need to manually track hard copies of documents please visit www.signority.com, or contact the Signority team at hello@signority.com
 

About Signority Inc.

Signority Inc. is an Ottawa-based SaaS company that is dedicated to make it easy and secure for organizations to legally sign electronic documents. Their platform allows for the management of legal document workflows by offering a digital signature solution to access, verify, sign and certify documents from anywhere in the world, on any device.
 

About the Build in Canada Innovation Program

The Build in Canada Innovation Program (BCIP) helps Canadian companies of all sizes to move their state-of-the-art goods and services from the laboratory to the marketplace.
Through the BCIP, the Government of Canada buys pre-qualified goods and services. The government moves these late-stage research and development innovations to federal departments for testing. After testing, the BCIP provides feedback to suppliers on the performance of their products or services.
Canadian companies often struggle to find first buyers for their untested innovations. Through the BCIP, Canadian companies can sell their pre-qualified innovations to the federal government. The Government of Canada becomes the company’s first reference sale.