DFG Agents Only
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Duse Financial Group · Agents Only
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What your client sees when it's time to sign — so you can walk them through it live instead of losing the deal at the finish line. Each button opens the video full-size in a new tab — watch before the call, or screen-share with the client.
Client signs by text message — they tap the link, review, and sign on their phone. Voice signature also available: you record it on the call yourself, no carrier call needed.
Voice signature — you run the recording right on the call (no need to dial the carrier). Read the script, capture the client's "yes," done. Fastest signature in the lineup.
MOO's e-signature flow from the client's side — what the email/text looks like and each screen they click through.
Full end-to-end NewBridge FEX demo (8 min) — quote through client signature, so you see the whole flow the client experiences.
Text-to-sign demo. This same flow applies to every carrier running on iPipeline's e-app — Corebridge, Mutual of Omaha, Foresters and others.
Foresters uses iPipeline — this official PDF shows each screen the client sees when signing. (The Corebridge video above shows the same flow in motion.)
RN uses DocuSign — this walks the client-side email, the yellow tabs, and finishing the envelope.
Full FE Express walkthrough — the link opens at the ~30:00 mark where the actual signature process begins.
UHL's official customer e-sign video — short and client-friendly; you can even send this one to the client directly.