In it together



We understand how important it is for you to stay in contact with your customers during the COVID-19 pandemic. That’s why we have expanded our initial complimentary access to our client portal, CAP, to now also include our eSignature solution, eSIGN, for free through July 31. This no-strings-attached CAP & eSIGN offer is part of our commitment to support you with tools and resources to take care of your customers and staff during this time.

*If you have already registered to take part in our CAP offer, please fill in the following form to take advantage of our eSIGN offer.

CAP is our best-in-category solution for what is now a requirement of selling and servicing in the insurance industry - the ability to serve your clients online. With CAP you can:

  • Create a customized, branded hub for all your client interactions
  • Enable your clients to access and manage policies, claims, and more 24/7 from their computer or smart device
  • Exchange documents with your clients securely and efficiently
eSIGN is our eSignature solution that allows you to receive electronic signatures on any document using a secure, CSIO vetted system. With eSIGN you can:
  • Close new business faster by allowing your clients to sign applications securely from virtually any device
  • Perform tasks automatically through BMS integration and reduce the risk of missing steps through manual processes
  • Rest easy since each agreement has a robust audit trail that is automatically generated and stored securely

*Customers taking advantage of this special offer will be provided CAP™ and eSIGN™ for an unlimited number of users without charge through July 31, 2020, and agree to the Vertafore standard terms located at https://online.vertafore.com/terms except as they pertain to charges for the subscription. After July 31, 2020, your free subscription to CAP and eSIGN will end.