![](https://www.tchatnsign.com/wp-content/uploads/2022/11/logo-tchat-and-sign.png)
![](https://www.tchatnsign.com/wp-content/uploads/2022/11/logo-equisoft.png)
Streamline processes and increase
compliance with one tool!
Automatically fill in customer information to be signed.
Equisoft/connect contacts are automatically suggested to make the preparation and completion of the signature form faster.
![](https://www.tchatnsign.com/wp-content/uploads/2022/11/remplissage-automatique.png)
Only one electronic signature method to learn for your team and your customers.
Same signature method for all transactions, insurance, investment and compliance for the client and the advisor team.
![](https://www.tchatnsign.com/wp-content/uploads/2022/11/methode-de-remplissage.png)
Quick and easy filing of signed documents in Equisoft/connect
In just a few clicks, all signed documents will be placed in the client’s file and linked to the activities performed.
![](https://www.tchatnsign.com/wp-content/uploads/2022/11/classement.png)
Instant transmission to your general agent (MGA)
At the same time as the documents are being filed in Equisoft/connect, they are transferred to your MGA for immediate processing.
![](https://www.tchatnsign.com/wp-content/uploads/2022/11/transmission.png)
Backup to your cloud
If necessary, save in your Sharepoint, OneDrive, Dropbox or Google Drive, the same documents previously signed.
![](https://www.tchatnsign.com/wp-content/uploads/2022/11/sauvegarde.png)
Finally become compliant in your SMS communications with your customers.
Communicate via SMS with your customers in Tchat N Sign using the office number and you will be able to transfer your conversations into Equisoft/connect activities to meet your compliance.
![](https://www.tchatnsign.com/wp-content/uploads/2022/11/communication-sms.png)