Secure eSignature for the Insurance Industry
Close deals faster, reduce operational costs, and ensure compliance.
Digitize your document workflows from application to claims.
In the fast-paced insurance sector, delays mean lost opportunities and frustrated clients. Paper-based processes are slow, costly, and prone to compliance risks. eSignly empowers carriers, agencies, and brokers to accelerate every stage of the policy lifecycle with legally binding, secure, and user-friendly electronic signatures. Eliminate paperwork, enhance the policyholder experience, and gain a competitive edge by digitizing your document workflows today.
Trusted by industry leaders and innovators worldwide:
Why eSignly for Insurance?
Ironclad Security
Protect sensitive policyholder data with enterprise-grade security features, including AES 256-bit encryption and comprehensive audit trails. We are compliant with SOC 2, ISO 27001, and HIPAA.
Guaranteed Compliance
Meet and exceed industry regulations. Our platform is fully compliant with the U.S. ESIGN Act, UETA, and international data privacy laws like GDPR, ensuring your documents are legally binding and admissible.
Superior CX
Deliver a seamless, mobile-first signing experience for policyholders. No downloads or complex logins required. Clients can sign documents anytime, anywhere, on any device, improving satisfaction and retention.
Workflow Automation
Integrate eSignatures directly into your existing Agency Management System (AMS), CRM, or other core platforms using our robust API. Automate reminders and document routing to eliminate manual tasks.
Accelerated Cycles
Reduce turnaround times for policy applications, claims submissions, and renewals from weeks to minutes. Faster processing means quicker revenue recognition and happier clients.
Significant Cost Savings
Eliminate the costs associated with printing, scanning, mailing, and storing paper documents. Reduce Not-In-Good-Order (NIGO) errors with guided signing and data validation, saving time and money.
Complete Audit Trails
Every action taken on a document is tracked and time-stamped, from creation to completion. This provides a comprehensive, tamper-evident record for compliance audits and legal disputes.
Custom Branding
Reinforce your brand identity by customizing the signing experience with your company's logo, colors, and messaging. Build trust and provide a consistent, professional experience for your clients.
Dedicated Support
Our team of experts is here to ensure a smooth implementation and provide ongoing support. We understand the unique needs of the insurance industry and are committed to your success.
Transform Every Stage of the Insurance Lifecycle
From initial application to final claim settlement, eSignly provides tailored eSignature solutions to streamline your operations, enhance compliance, and improve the policyholder experience.
New Policy Applications
Capture customer information and secure consent on new applications instantly. Guided signing fields reduce errors and ensure all required information is collected accurately the first time.
- Reduce NIGO (Not In Good Order) rates by over 50%.
- Accelerate customer onboarding from days to minutes.
- Provide a modern, digital-first experience for new clients.
Policy Issuance & Delivery
Deliver new policy documents electronically for immediate review and acknowledgment. Eliminate printing and mailing costs while providing instant access for the policyholder.
- Cut document delivery costs by up to 80%.
- Provide instant, secure access to policy documents.
- Receive immediate confirmation of receipt from clients.
Endorsements & Change Requests
Process policy changes, such as adding a new vehicle or updating beneficiary information, quickly and efficiently. Securely capture signatures on endorsement forms without delay.
- Finalize policy changes in hours, not weeks.
- Maintain a clear, auditable record of all modifications.
- Improve customer satisfaction with fast service.
Renewal Agreements
Automate the renewal process by sending agreements for eSignature. Proactive reminders and a simple signing process increase retention rates and secure revenue faster.
- Improve policy renewal rates through convenience.
- Reduce the administrative burden on your team.
- Secure commitment and payment more quickly.
First Notice of Loss (FNOL)
Allow policyholders to initiate a claim and sign initial loss reports from any device, right at the scene of an incident. Capture critical information immediately to start the process faster.
- Accelerate the start of the claims lifecycle.
- Capture more accurate information in real-time.
- Improve the claimant's experience during a stressful time.
Proof of Loss & Affidavits
Securely collect signed statements, damage reports, and other required documentation from claimants, witnesses, and experts. Maintain a compliant and organized digital claims file.
- Consolidate all signed documents in one secure location.
- Ensure all required signatures are captured for compliance.
- Reduce the time it takes to gather necessary paperwork.
Settlement & Release Forms
Finalize claims efficiently by sending settlement agreements and release forms for eSignature. Disburse funds faster and close claims with a complete, legally binding record.
- Expedite claim closure and payment disbursement.
- Provide a clear, indisputable record of the settlement.
- Reduce administrative overhead in the final stages of a claim.
Agent & Broker Onboarding
Streamline the process of contracting with new agents and brokers. Send and sign producer agreements, commission schedules, and compliance documents in a single, efficient workflow.
- Onboard new producers faster and more efficiently.
- Ensure all necessary legal and compliance paperwork is signed.
- Create a positive first impression for your new partners.
Commission Statements
Deliver and receive acknowledgment on commission statements electronically. Provide a clear, traceable record for both the agency and the individual agent for accounting and compliance.
- Simplify commission accounting and reconciliation.
- Provide agents with quick, easy access to their statements.
- Maintain a clear audit trail for financial reporting.
Compliance & Disclosure Forms
Manage the distribution and signing of critical compliance documents, such as privacy notices (NAIC, GDPR), anti-money laundering (AML) forms, and E&O acknowledgments.
- Ensure 100% completion of mandatory compliance training.
- Automate the tracking of signed disclosure forms.
- Simplify audit preparation with centralized, digital records.
Get Documents Signed in 3 Simple Steps
1. Prepare
Upload your document (PDF, Word, etc.) from your computer or cloud storage. Drag and drop signature fields, text boxes, and other required fields for your signers.
2. Send
Enter the signers' email addresses and customize the message. Click send, and eSignly delivers a secure link for them to access and sign the document on any device.
3. Track
Receive real-time notifications as your document is opened, viewed, and signed. Once complete, all parties receive a copy, and a detailed audit trail is stored securely.
Success Stories in Insurance
Accelerating Policy Binding for a Mid-Sized P&C Agency
Property & CasualtyClient Overview: A regional insurance agency with 50+ agents was struggling with slow turnaround times for new commercial and personal lines policies. The manual process of printing applications, mailing them to clients, and waiting for their return created significant delays, leading to lost business in a competitive market.
Key Challenges:
- Policy binding process taking an average of 7-10 days.
- High percentage of applications returned with errors (NIGO).
- Lack of visibility into the status of outstanding applications.
- Increasing costs of paper, printing, and postage.
Our Solution:
eSignly implemented its Business plan, allowing the agency to create templates for their most common applications. Agents could now send applications via email for immediate electronic signature. Key features used included:
- Templates: Standardized applications for quick sending.
- Required Fields: Ensured all necessary information was completed before submission.
- Real-time Audit Trail: Provided agents with instant visibility into when a client viewed and signed the document.
- Mobile-First Signing: Allowed clients to sign on their smartphones or tablets with ease.
Ensuring Compliance for a National Health Insurance Carrier
Health InsuranceClient Overview: A large health insurance carrier needed to ensure rock-solid compliance for member consent forms, particularly for HIPAA authorizations and enrollment attestations. Their existing process involved wet signatures on paper forms, which were difficult to track, store, and audit across millions of members.
Key Challenges:
- High risk of non-compliance with HIPAA and state regulations.
- Inability to efficiently retrieve signed documents for audits.
- Massive physical storage costs and security concerns.
- Poor member experience for mandatory form signing.
Our Solution:
The carrier adopted eSignly's Enterprise plan, integrating it with their member portal via the eSignly API. This allowed for a seamless, secure, and fully digital consent process. Key solutions included:
- API Integration: Embedded the signing process directly into their secure member portal.
- Comprehensive Audit Trail: Captured every action, IP address, and timestamp, creating a tamper-proof record for each document.
- Bulk Sending: Enabled sending annual privacy policy updates to thousands of members at once.
- Secure Cloud Storage: Provided a centralized, compliant repository for all signed documents.
Enabling Speed-to-Market for an Insurtech MGA
Insurtech / MGAClient Overview: An innovative Managing General Agent (MGA) was building a new digital platform to offer specialized insurance products directly to consumers. A critical component of their platform was the ability to generate and execute legally binding policy documents entirely within their application, but building this functionality from scratch was complex and time-consuming.
Key Challenges:
- Long development timeline for building a compliant eSignature solution in-house.
- Need for a scalable, reliable API that could handle fluctuating volume.
- Requirement for a seamless, white-labeled user experience.
- Strict budget and time-to-market pressures.
Our Solution:
The MGA chose the eSignly API Enterprise plan to power their document execution workflow. Their development team leveraged the API to fully embed the signing experience within their platform. Key benefits were:
- Flexible API: Allowed for complete control over the user interface and workflow logic.
- Embedded Signing: Kept users within the MGA's branded platform for the entire process, building trust.
- Scalability: Handled everything from a few documents during testing to thousands per day post-launch.
- Developer Support: Our API experts worked with their team to ensure a fast and successful integration.
Bank-Grade Security and Ironclad Compliance
We treat your data with the highest level of security and adhere to the most stringent global compliance standards, so you can operate with confidence.
ISO 27001
SOC 2 Type II
HIPAA
ESIGN & UETA
GDPR
PCI DSS
Frequently Asked Questions
Yes. eSignly complies with the Electronic Signatures in Global and National Commerce (ESIGN) Act in the United States, as well as the Uniform Electronic Transactions Act (UETA). These laws give electronic signatures the same legal status as handwritten signatures, making them fully enforceable for nearly all insurance documents, including applications, policies, and claims forms.
Security is our top priority. We protect your data with multiple layers of security, including AES 256-bit encryption for data at rest and in transit. Our platform is hosted in SOC 2 Type II certified data centers, and we are compliant with ISO 27001, HIPAA, and GDPR standards. Every document also comes with a comprehensive, tamper-evident audit trail.
Absolutely. Our powerful REST API is designed for easy integration with your core systems, including popular AMS platforms, CRMs like Salesforce, and custom-built applications. We also offer integrations through platforms like Zapier to connect with thousands of other apps without writing any code, allowing you to create seamless, automated workflows.
Not at all. We've designed the signing process to be incredibly simple and intuitive. Clients receive an email with a secure link. They just click the link to open the document in any web browser on any device (computer, tablet, or smartphone). There are no apps to download or accounts to create. Clear instructions guide them through the signing process in just a few clicks.
An audit trail is a detailed, time-stamped log of every action taken on a document. It records who created, viewed, signed, and completed the document, along with their IP address and other identifiers. This is critical for insurance as it provides indisputable proof of the signing process, which is essential for compliance audits, resolving disputes, and ensuring the legal enforceability of the document.
We offer flexible pricing plans to fit organizations of all sizes, from individual agents to large enterprise carriers. Our SaaS plans are typically priced per user, per month, with different tiers based on feature needs. For larger organizations or those needing to integrate with other systems, our API plans are based on usage volume. We have a free plan to get you started, and all plans can be customized to meet your specific needs. Please visit our pricing page for details.
Ready to Digitize Your Insurance Documents?
Join over 100,000 users who trust eSignly to accelerate their workflows, enhance security, and delight their clients. Get started in minutes.
Sign Up for Free