Sign Smarter. Store Instantly. Stay Compliant.

In the world of insurance, if it’s not documented, it didn’t happen. Fix it with LYNC E-Signature

E-Sign Built Into Your CRM

Capture SOAs, consent forms, and custom documents inside LYNC—no third-party e-sign tools needed. Save that money!

Instant File Storage

Every signed doc is automatically attached to the client’s file, time-stamped, and ready for download if CMS or carrier audits occur.

Custom Document Uploads

Upload your own PDFs or forms & turn them into reusable templates—perfect for onboarding, authorizations, & contracts.

Automation Ready

Trigger requests based on pipeline stage, calendar bookings, form submissions, or follow-up automations—no manual sending.

Mobile Friendly Delivery

Your clients can sign from anywhere—via phone, tablet, or desktop—no login or app required. Help them help you make it simple.

Industry Compliance Support

Documents are stored securely with version control & can be exported or reviewed anytime to protect you in the event of audits.

THINK ABOUT THIS

“Would your documentation survive a CMS audit tomorrow?”

Too many agents rely on email threads, screenshots, or paper trails that don’t hold up when it matters.

With LYNC, every signature is legally binding, stored securely, and integrated into your CRM without the need for extra software.

You’re always compliant. Always covered. Always in control.

Want to know more?

Frequently Asked Questions

We understand you have questions. Hopefully, these commons help you out.

Can I use the system for more than just Scope of Appointments?

Yes! You can upload and template any document you need signed—agent onboarding, permission-to-contact forms, broker contracts, client acknowledgments, and more.

Are these signatures legally binding and CMS-compliant?

Yes. Our e-sign platform meets federal e-signature guidelines and provides time-stamped, trackable records—ideal for CMS audits.

Can signed documents be sent automatically?

Absolutely. You can build workflows that trigger document delivery based on lead form submissions, calendar bookings, or pipeline status.

What if I need to send the same form to hundreds of clients?

Just save it as a reusable template. You can mass-send or automate delivery without recreating the form every time.

Where are documents stored and how do I access them?

Every signed form is stored in the individual contact’s CRM file. You can download it as a PDF or view it from their record instantly—organized and ready for compliance.