Docusign for Insurance
Unlock efficiency and value in AI-powered insurance agreements
From delivering policies to settling claims, Docusign IAM helps you save time and uncover hidden value. Optimise your agreement process with automated workflows and use AI-assisted search and insights to deliver smart, easy and trusted experiences to policyholders and agents.
Advance your goals
- Improve customer experience
Meet your policyholders where they are with frictionless, multi-channel signing experiences.
- Automate processes
Simplify document workflows and seamlessly integrate digital agreements into your core systems, making life easier for your agents, employees and supply chain.
- Support security and compliance efforts
Securely scale digital agreements with tools for enhanced control and visibility and mitigate fraud as well as errors and omissions.
Top use cases for insurance
Digitise critical agreements across the customer lifecycle.
Applications
Accident reports
Change of address
Coverage selection forms
Medical release authorisations
Renewals and cancellations
Disclosures
Terms of Business
Ready to modernise your processes?
“Integration with the Docusign API service has also been most useful. It allows us to provide a unique document pack to customers that is pre-populated with the customer’s own information.”
Docusign for insurance agencies
Agents are on the front line of the insurance business, and staying a step ahead of the competition is critical to an agent’s success. Whether your agency consists of just one agent or hundreds, Docusign can help you:
Delight customers with mobile-friendly signing
Enhance agent productivity with faster document turn-around time and easy visibility into signing status
Book new business faster
Docusign for Underwriters
Improve customer retention by offering fast and convenient services. Whether your business spans personal, commercial or group lines, Docusign can help you:
Deliver digital convenience
Simplify complex operations and reduce costs
Mitigate risk
eSignature for insurance
Securely send and sign policy or claims agreements while maintaining a detailed audit trail. Reach policyholders faster with our multi-channel delivery notification options (via SMS or WhatsApp) and simplify claims submissions with drawing capabilities.
Additional Docusign capabilities for insurance
- Docusign IAM
Turn static agreements into dynamic, data-rich assets. AI-powered search and insights help you uncover opportunities while automated workflows help you save time and streamline your entire agreement process.
- Identify
Verify signer's identity for your agreements with our AI-enabled enhanced methods for authentication and verification.
- Docusign CLM
Manage the end-to-end agreement process, from document generation, negotiaton, storing and management.
- Monitor
Protect your agreements with round-the-clock activity tracking.
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Docusign IAM is the agreement platform your business needs
