Bespoke eSign for businesses

Intellipen is an eSign product that allows businesses to send documentation to their clients for signing.  The ‘fluid ink’ style of our signature engine removes any pixilation usually associated with this type of signature generation method. 

Intellipen is an eSign product that allows businesses to send documentation to their clients for signing.  The ‘fluid ink’ style of our signature engine removes any pixilation usually associated with this type of signature generation method.  Intellipen is built on top of a fully white-labelable platform so the core functionality exists for us to then customise to your specific requirements.  An online dashboard presents information in real-time that shows all eSigns sent, with statuses flagged as “signed”, “unsigned”, “chased” etc.

 Our in-house development team fill build the client journey to your exact specifications and fully integrate with any other software you are running such as CRM, Dialer and cloud based solutions.

How does Intellipen work?

Intellipen is our eSign solution

Here’s a quick overview of how it works… 

1) Send documents to your clients for signing

Once you’re ready to send your documents to your client, they will receive an SMS or email for them to follow a link to review and sign their documents.

2) Client can easily sign using their finger

It’s incredibly user friendly. You simply sign your name in the box, using your finger and hit submit.

3) Your client will be sent a copy to their email address

And the signed document is instantly sent back to you too in the format of your choosing. We custom code Intellipen to your specifications, integrating with CRM systems via API, SFTP transfers or building a web form for data entry or upload.

It’s so flexible, giving you exactly what you want.

We think you'll love Intellipen...

Get signatures faster than ever. Use anytime, anywhere from your mobile or tablet. This is the modern way to capture agreements. Save time, money, and eliminate margin for error. Just a few of the many benefits Intellipen has to offer.

Interested? Get in touch and we can arrange a demo

Call us on 0113 224 6910 or email sales@intellipen.net and we can chat through your requirements.

Businesses use Intellipen in different ways, here are some examples:

Claims Management

A claims management company (CMC) can use Intellipen in real-time.  Whilst their call centre staff are on the phone with the client, they can send the client a text message or email with a link to take the client to a page to view and sign their documentation.  The signed documents are then emailed to the client for confirmation and uploaded to the CMC, either to SFTP, via email to a preferred mailbox, or directly injected into their CRM via API.

 This means the CMC has captured that client’s details immediately and secured their business without experiencing the high drop off associated with delaying getting the paperwork to the client at a later date.

Property Development

A large house builder/commercial letting company can use Intellipen to replace their old NCR sets method of handing over keys to home owners and business tenants instead of having field agents complete the paperwork with the client by hand, writing all details onto the NCR set and giving the customer the yellow copy for their records and sending the white copy to head office for someone to data capture into their CRM system. 

 

With Intellipen, the field agent uses a tablet PC to pull information from their CRM into the Intellipen dashboard, complete any further information with the customer and asks them to sign on the tablet screen to then hand over the keys to the property.  The data and signed paperwork is pushed directly back to the CRM via API over wifi/4G.

 

This cuts out significant processing time and saves money on printed NCR sets no longer being required.

Pension Reviews

A pension provider speaks with clients throughout the day and then uploads a csv file with client data to Intellipen.  Intellipen pushes a text message to each client at a fixed time (or immediately depending on what the preference is) and the client follows the link to sign the paperwork.

 All progress is viewable in real-time in the Intellipen dashboard.

Lapsed Chasers

A solicitor working some Plevin PPI cases can use Intellipen to contact the backbooks of Claims Management companies for all clients who would be eligible for Plevin or have ‘lapsed’ previously (never signed the paperwork originally sent to them). 

 The company bulk uploads a csv file of 250,000 records to Intellipen in order to contact all potential clients quickly and gain immediate signing of their documentation to proceed with the Plevin case.  The text messages are staggered at 10,000 sent every hour 9am to 1pm each day until all the data has been sent in order to spread out the solicitor’s workload.

 All progress is viewable in real-time in the Intellipen dashboard.

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