Solutions for Insurance Agents & Brokers

Solutions for individuals to enterprises

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.

agents and brokers


Thrill your clients

DocuSign is accessible on all devices, including PCs, smartphones and tablets, and it supports iOS, Android, and Windows mobile devices. Clients get a faster, more convenient, and easier way to interact with you, no matter where they are. Not only will this increase client satisfaction, but will also let you focus your client face-time on relationship building instead of paperwork.

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.

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 that clients take their business elsewhere. Your staff can spend less time tracking down signatures and trailing documents, and more time focusing on sales.

Reduce E&O exposure

With DocuSign, you can more easily obtain signatures on all the forms you’re obligated to collect, both those you send on to carriers, and those you need to retain for your own records. DocuSign requires signers to fill out and sign forms completely, providing more consistency in your documents. This ensures better compliance with your agency’s E&O policy and better peace of mind.

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, and loaded directly into your system for downstream use.


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