Agreement Express is a SaaS platform that helps organizations open more merchant accounts through digital documents, automated workflows, and risk scoring. It allows for smooth customer onboarding through features like digital signatures and mobile responsiveness. Agreement Express collects and stores customer data in a document-oriented database, enabling faster processing and eliminating the need for legacy systems. Customers like Global Payments UK and Elavon are using Agreement Express to onboard merchants more efficiently.

1. Agreement Express helps you open more merchant
accounts than your competitors
Agreement Express is a SaaS platform that is trusted by the world’s top merchant acquirers. Organizations
like Global Payments UK, Elavon, and Cayan are using Agreement Express every day to onboard their
merchants and make better risk decisions. Built with scale in mind, Agreement Express combines the power
of digital documents and signatures, automated workflows, and a risk scorecard to help organizations of all
sizes open more merchant accounts than their competition.
Solution Overview
Customer Engagement
Your customers’ first impression will be smooth, effortless, rapid onboarding thanks to features like digital
signatures, dynamic landing pages and smart workflow. Built on HTML5, Agreement Express is mobile
responsive, so customers and sales agents can access documents anytime on any device.
Risk Management
Every customers’ data is automatically transposed into their unique Agreement Express Risk Scorecard,
enabling you to process their documents efficiently and confidently.
Data Scalability
Built on a document-oriented database, Agreement Express collects, stores and recalls customer data
instantly in a format that eliminates the need for legacy systems or costly IT projects. This enables your
organization to liberate customer data instead of leaving it ‘locked’ into paper forms, fillable PDFs and JPEGs.
Customer data is collected, stored and utilized within the Agreement Express platform, flowing where it’s
needed, making every customer interaction faster, and easier than the last.
What Our Customers Are Saying
PAYMENTS
“We have a complex onboarding environment and we were very aggressive with our timeline. We were
impressed that Agreement Express was able to meet all of our scope requirements and launch in just
60 business days”
– Cayan

2. INSURANCE
Streamline client onboarding with Agreement Express
With greater competition, stiffer regulation, and a maturing market, the insurance industry is rapidly
evolving. What does that mean? Consumers looking for insurance products want documents they can fill
in online quickly on any device. Insurance brokers need to spend their time cultivating relationships, not
assembling or managing complex document packages.
How Can Agreement Express Help?
An international insurance client increased operating margin by an average of $35 per contract; speeding
sales close time from 5 days to 1.5 days, while reducing unreturned applications by 10%.
Key Benefits of Agreement Express
• Expedite the sales process and decrease time-to-revenue through our automated
underwriting platform
• Significantly decrease NIGO rates by validating data as the broker or client imputs it Improve the
broker and client experience with digital, and mobile-ready forms
What Our Customers Are Saying
“We won’t just be reducing our insurance policy issuing time down to a few hours from 36 days, we also
estimate we’ll save $10 million annually.”
-Ivari
Time to onboard a new customer
3.5Days quicker
than before
Savings per contract with AEX
$35Savings Per
Contract