Smiling father and daughter on the beach

Deliver policies and settle claims faster

The DocuSign Agreement Cloud for Insurance

Create a seamless policyholder and agent experience

The insurance industry has significantly transformed, with new entrants reshaping who delivers insurance and how it is delivered. Insurance carriers and agencies are adapting to effectively compete, deliver a better customer experience, improve efficiencies and minimize risk.

Carriers and agencies use the DocuSign Agreement Cloud to empower their teams and agents to deliver more value with less paperwork. With DocuSign, you can:

  • Enable customers to sign and notarize agreements from virtually anywhere, on almost any device with a mobile-friendly experience
  • Accelerate agreement turn-around with easy-to-complete forms, advanced workflows and pre-built connections to core systems and agency management systems
  • Support compliance and improve security with digital audit trails, authentication and identity verification tools, and round-the-clock tracking of agreement activity
A couple discussing paperwork while using laptop at table

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
Accelerate agency policy sales

See how Docusign helps insurance agencies

DocuSign for Insurance Agencies video
Insurance carrier image Business colleagues in discussion while working together in office

DocuSign for Insurance Carriers

Improve customer retention by offering fast and convenient services. Whether your business spans personal, commercial or group lines, the DocuSign Agreement Cloud can help you:
  • Deliver digital convenience
  • Simplify complex operations and reduce costs
  • Mitigate risk
Digital insurance claims processing

Featured use cases

Digitize critical agreements across the customer lifecycle.

Applications

Accident Reports

Change of Address

Coverage Selection Forms

Medical Release Authorizations

Renewals and Cancellations

Disclosures

Total Loss forms

Bill Presentment

DocuSign Agreement Cloud for Insurance

The DocuSign Agreement Cloud for Insurance is a platform for preparing, signing, acting on and managing your agreements. Use it with our 350+ integrations and our award-winning APIs to speed up transactions, streamline processes and deliver an amazing customer experience–all while maintaining security and compliance. 

 

Featured products include:

DocuSign eSignature

Securely send and sign policy or claims agreements and disclosures electronically, and maintain a complete audit trail. Reach policyholders faster with SMS notifications and simplify claims submissions with drawing capabilities.

DocuSign CLM

Manage the full agreement lifecycle from automated generation to real-time negotiation to storage and search for complex underwriting and claims documents.

DocuSign Identify

Secure access to agreements for new policies and claims submissions by choosing from a suite of proven authentication and ID verification options.

DocuSign Notary

Sign and notarize documents remotely and electronically via a secure audio-visual session. Mitigate risk with a robust, tamper evident audit trail.

DocuSign Guided Forms

Turn complicated policy applications and claims intake into intuitive “wizard-style” interviews to capture customer or policyholder information.

DocuSign Monitor

Provide near real-time visibility into threats and incidents to help you respond quickly and mitigate risks as they relate to your DocuSign agreements and processes.

Featured integrations

Guidewire logo
Use the DocuSign Accelerator for Guidewire PolicyCenter and ClaimCenter to accelerate turnaround on policy applications, claims submissions, and more.
Applied Epic logo
Sign and manage insurance agreements with a round-trip integration to Applied Epic.
Vertafore logo
Automate agreement signing and management within Vertafore’s AMS360, QQCatalyst, FinancePro and Sircon platforms.
Salesforce logo
Accelerate policy sales and send agreements for signature without ever leaving Salesforce.

Customer stories

DocuSign customer Mercury Insurance’s logo

Mercury Insurance goes paperless

Learn how this carrier streamlined operations and workflows while drastically reducing paper consumption.
DocuSign customer AAA of Washington’s logo

AAA Washington improves member experience

Learn how this agency improved its application turnaround time by 85% and transformed its sales workflows.
DocuSign Customer Downeast Insurance’s logo

Downeast Insurance achieves lasting efficiency gains

Learn how this agency weathered the pandemic and shifted to a new normal with DocuSign eSignature & Applied Epic.

Resources

Learn more about the DocuSign Agreement Cloud for Insurance.

Abstract image of the DocuSign Agreeable Insurance whitepaper

Agreeable Insurance

Learn how insurance organizations can modernize their systems of agreement to get business done faster with less risk, lower costs, and better customer experiences.
Abstract image of the DocuSign Insurance Industry Brief.

Insurance Industry Brief

Learn how the DocuSign Agreement Cloud for Insurance helps digitize insurance industry processes.
Abstract image of the Accelerating Insurance Distribution whitepaper

Accelerating Change in Insurance Distribution through Technology

Read this report by DocuSign, Salesforce Vlocity, and Harvard Business Review on how global insurance executives are evolving their distribution channels.

Simplify insurance processes with the DocuSign Agreement Cloud for Insurance

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