Sertifi Review

PROS: I love how the simplicity of this tool. I can easily fill out a digital agreement and have it send to a potential client while dealing with them on the phone in as little as a couple minutes. I love how I can quickly make edits to an agreement even after sending it.

CONS: I just wish it's straightforwad to open a document on their mobile device and have it filled out just the way it would be on a desktop PC. My clients are own small businesses who are constantly on the move and rarely spend time in fron of their PC.

PROS: E-signatures lets users of Aljex Software to make their workflow a lot faster. With an integrated solution within TMS, brokers making use of Aljex have a simpler and quicker solution for paperwork signing and getting them uploaded to our software.

CONS: I'm only limited to input a maximum of 40 characters here. The sad thing about all this is that I have nothing bad to say about Sertifi.

PROS: Sertifi does a tremendous job for me. It saves me time, paper, and postage. If it's convenient for me, then more so with my customers.

CONS: There have been so many instances where e-mails keep going back and forth like: one for them to receive it then another one for them to sign in and then another one that gives me a reminder to sign it. Then another one that talks about the process of signing... Too many e-mails going on.

PROS: Not everyoen I know owns a fax/printer/scanner at home. This tool has removed the headache of getting our new hires started since most of them sign their forms over the internet. It's very user friendly and each notification informs me of forms that have been signed. If we'd known about this years ago, everything would've been smooth!

CONS: This is just a small issue but when you log in, it brings you to a new tab. It would've been awesome to stick with one tab so I won't have to open a bunch of them all at once. This is the only tiny issue I can only come up with.

PROS: Having an idea as to when a carrier has signed your rate confirmaton and knowing its legibility is a big plus. I also have the ability search and track specific data from loads days, weeks, and even months down the line.

CONS: I don't favor receiving multiple e-mail fromteh same e-sig. There's nothing much to not like about Sertifi. It does what it's meant to do.

PROS: Its reporting functionality is useful for data analysis. Its system opertions and bundled featurs are easy to understand and simple to use.

CONS: Every system has its flaws. I hate bugs that trigger the system to suddenly pause and end up becoming inactive. This doesn't happen a lot. But when it does, it makes it a bit tough to push through with operations.

PROS: The best aspect this tool has its e-signature features. As brokers, this gives us an efficient and rapid response from the carrier. It also helps us make use of our time wisely in tracking signed rate confirmations via PDF or fax.

CONS: I don't favor the "carrier can update" section. Carriers have a tendency to lie about their "in" and "out" times for detention reasons, and tha can be confusing for the long term.

PROS: I like how I can keep in touch with my Sertify rep whenever I need help with something. If I feel like I need to troubleshoot something, he's there to give me a helping hand. At times, he would even do the work for me!

CONS: I ran into several small glitches within the system although they're still in the middle of being worked out. Some of them were already resolved.

PROS: What I favour with Sertifi is its easy of use. It takes mere seconds to send documents for signing in an efficient yet secure manner.

CONS: I always have to resort to sending policies about to be signed to new hires. This involves sending the same message over and over again explaining the signing process. I just wish there's a template available to make the entire process efficient.