As an agent/broker, success depends on signing up new policies, servicing your customers, and running your business better than competitors. Waiting for paper signatures can put your revenue and reputation with customers at risk. Join more than 400 insurance companies and the industry’s largest brokers to automate electronic signature and document flow with DocuSign.

 

Grow revenue by getting policies signed faster

The time it takes applicants to complete underwriting documents using ink and paper puts you at risk of customer defection, especially if your competitors can complete the process faster. With DocuSign, applicants complete and sign documents in minutes, and without errors, so your cycle time comes down dramatically, with less chance clients take their business elsewhere. Your staff can spend less time tracking down signatures and trailing documents, and more time focusing on sales.

Reduce costs for staff time, shipping and paper

DocuSign saves you significant staff time because documents are sent for signature instantly, enabling clients to finish the signing process faster. If your clients need to update account information, the system captures all required instructions. DocuSign helps you dramatically cut costs for paper, ink, faxing, couriers and overnight shipping.

Eliminate incomplete forms

DocuSign goes beyond simply collecting an electronic signature. Documents, data and signatures go straight into your back-end systems, eliminating scanning or manual re-keying, and incomplete forms are sent back to the signer, so every form is 100% complete. Data fields can be collected, captured and verified at the point of signature, loaded directly into your system for downstream use.

Gain real-time visibility and control

With DocuSign's workflow management tools, you can track the status of documents in real time. You'll always know where agreements are in the process, who has signed them, and who has not. It saves you costly follow-up when trailing documents are missing, and provides you better forecasting ability and more efficient resource allocation.

Improve document security

DocuSign offers an enterprise-class network with a track record of 99.99% system availability proven to be safe, reliable and secure. It has the highest level of security certification, ISO, SSAE16, and PCI compliance, and TRUSTe certification. DocuSign's fully redundant SAS70 Type II tested data centers, network, policies and procedures have passed 100% of security audits with the largest insurance and financial services institutions, making DocuSign safer and more secure than pen and paper.

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