Docusign for Insurance
Transform insurance with intelligent agreements
Transform experiences for agents and policyholders across insurance sales, servicing, and claims—powered by the industry’s most trusted agreement platform.*
Accelerate policy and claim workflows
- Accelerate policy and claim processing
Reduce NIGO rates, eliminate manual steps, and resolve claims faster with higher straight-through processing across insurance agreements—for agencies and carriers alike.
- Deliver frictionless policyholder experiences
Provide intuitive, digital workflows that make insurance sales, servicing, and claims easier for both policyholders and agents.
- Enhance security and compliance
Protect policy, endorsement, and claims agreements with secure document handling and contract management—supported by robust audit trails and centralized oversight to help your agency meet E&O, state, and carrier compliance requirements.
How do insurance providers use Docusign?
The Docusign IAM platform turns every agreement into a strategic advantage for insurance providers. Unlock faster policy sales, seamless servicing, and accelerated claims processing—backed by intelligent agreement management and supporting fraud protection at every step.
Deliver modern, secure, and effortless experiences that earn policyholder trust and drive operational efficiency from quote to claim.
- Operational efficiency
Claims processing workflows
Automated insurance claims process
Underwriting approvals
Policy issuance workflows
NIGO rate reduction
- Customer experiences
Mobile-friendly applications
Self-service policy renewals and changes
Remote claim initiation
Digital ID verification
- Compliance
Signature audit trails
Digital ID vertification
Document storage routing
Fraud prevention support for first notice of death
Ready to streamline your policy and claims experience?
How insurance agencies and carriers modernize agreements with Docusign
Explore More Stories
Read the Full StoryGoosehead Insurance Accelerates New Business Production with Docusign and Salesforce- 90%Faster delivery with SMS + Email
- 36%Faster user completion rate for digital signature documents
Read the Full StoryMountain West achieves dramatic gains in efficiency with Guidewire and Docusign- 80%Signatures collected within 5 minutes
- 90%Straight-through processing rate
Read the Full StoryPhiladelphia Insurance Simplifies Paperless Billing Enrollment with Docusign eSignature- 31%Increase in paperless eBilling enrollments
- $10Saved for each paperless eBilling enrollment
- 90%Faster delivery with SMS + Email
- 36%Faster user completion rate for digital signature documents
- 90%Faster delivery with SMS + Email
- 36%Faster user completion rate for digital signature documents
IAM for insurance
Centralize and automate every step of the insurance agreement process, seamlessly integrating with your policy, claims, and CRM systems.
Create
• Initiate policy applications and claims forms online
• Balance customer experiences and fraud prevention with integrated KYC verification
• Generate dynamic agreement forms
Commit
• Use intuitive eSignature on virtually any device
• Minimize NIGO rates with pre-filled forms and real-time data verification
• Centralized workspaces to track tasks and customer documents
Manage
• Automatically route agreements to your third-party repository
• Generate an audit trail for compliance checks
Additional products and features for insurance
Contract Lifecycle Management
ApplicationsManage contracts better with document generation, collaboration tools, automated workflows, and a searchable repository.Notary
CapabilitiesUpload documents, verify ID, notarize electronically or connect with a live notary online instantly.
Contract Lifecycle Management
Notary
Featured integrations for insurance
eSignature for Applied Epic
IntegrationsBy Applied SystemsAutomate and accelerate agreements without leaving the Applied Epic platform.
eSignature for Salesforce
IntegrationsBy DocusignSend, sign, and succeed with the world’s #1 eSignature solution and the world’s #1 CRM, together.
eSignature for Microsoft Dynamics 365
IntegrationsBy DocusignSend agreements and approvals for eSignature directly from Dynamics 365.
eSignature for Applied Epic
eSignature for Salesforce
eSignature for Microsoft Dynamics 365
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Docusign for insurance FAQs
Docusign supports KYC compliance with capabilities for policyholders to snap a picture of their government ID, pre-fill their information, and complete verifications as a seamless part of the signing experience. Learn more here.
Docusign helps to automate claims processing by reducing manual paperwork and NIGO errors. Digital, pre-filled forms are seamless to use, and integrate directly with your tech stack to automate compliance workflows – allowing insurance providers to focus more time on delivering value.
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 with streamlined agreement processingImprove policyholder retention by making things fast and easy. Whether you serve personal, commercial, or group lines, Docusign helps you:
• Deliver a digital agreement experience that today’s policyholders expect
• Simplify complex processes while lowering operational costs
• Reduce risk with secure workflowsDocusign Iris is the AI engine that powers AI features across the entire agreement lifecycle. Docusign Iris delivers specialized agreement understanding that unlocks new value, transforming agreements from static documents to valuable sources of insights and efficiency for your business. Learn more about Docusign Iris here.
Docusign transforms static agreements into catalysts for enhanced policyholder experiences, streamlined operations, and proactive fraud prevention. With 1,000+ active partner integrations, Docusign seamlessly connects and embeds modern agreements directly into the tools you use today – easing compliance burdens and streamlining the entire agreement lifecycle.
Ready to operate more efficiently and deliver modern policyholder experiences?
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Newsweek, Most Trustworthy Companies in America 2024 & 2025, Software & Telecommunications category