eSignature for Insurance: Close Policies in Minutes, Not Weeks

Accelerate Policy Issuance

Stop waiting for mail. Send new business applications, renewals, and endorsements and get them signed back in minutes, dramatically shortening the sales cycle and accelerating revenue recognition.

Ironclad Compliance

Operate with confidence. Our platform is built to meet the strictest industry standards, including ESIGN, UETA, HIPAA, SOC 2 Type II, and GDPR, ensuring your workflows are always audit-ready.

Eliminate NIGO Errors

Use our 'Required Fields' and data validation features to ensure every form is 100% complete before submission. Eradicate costly rework and administrative delays caused by incomplete paperwork.

Seamless Systems Integration

eSignly isn't just another tool; it's an extension of your core systems. Use our powerful REST API to connect with your AMS, CRM, or custom platform to trigger signature requests and update records automatically.

Superior Client Experience

Meet your clients where they are. Our intuitive, mobile-friendly signing process requires no downloads or complex logins, providing a modern, professional experience that builds trust and satisfaction.

Automate Agent Onboarding

Onboard new agents and brokers faster than ever. Use templates and bulk sending to distribute contracts, commission agreements, and W-9 forms, getting your sales force productive in record time.

Court-Admissible Audit Trails

For every document, we generate a comprehensive, tamper-evident audit trail that logs every event—from viewing to signing—complete with IP addresses and timestamps, providing undeniable legal proof.

Drastically Reduce Costs

Eliminate expenses related to paper, printing, ink, postage, and physical document storage. The ROI is immediate and measurable, directly impacting your operational margins.

Built for the Modern Agent

Empower your team with tools that help them sell more and administrate less. With features like templates, real-time tracking, and a centralized dashboard, agents can manage their entire pipeline efficiently.

New Policy Applications & Renewals

Transform your most critical revenue-generating process. Digitize applications for any insurance line—life, health, P&C, auto—and allow clients to complete and sign them from their phone or laptop in one seamless session. This dramatically reduces abandonment and policy issuance time.

• Reduce application processing time by up to 90%.
• Eliminate incomplete or illegible submissions.
• Improve client conversion rates.

Claims Processing & FNOL

Accelerate the First Notice of Loss (FNOL) and subsequent claims documentation. Allow claimants to securely upload photos and sign sworn statements, medical releases, and settlement forms electronically, leading to faster resolution and higher policyholder satisfaction during stressful times.

• Settle claims faster, improving customer loyalty.
• Reduce administrative overhead in the claims department.
• Maintain a secure, auditable record of the entire claims process.

Agent & Broker Onboarding

Get your producers selling faster. Automate the distribution and signing of agent agreements, commission schedules, E&O insurance proofs, and licensing documents. Use our bulk sending feature to manage onboarding for entire teams at once.

• Reduce agent onboarding time from weeks to hours.
• Ensure consistency and compliance in all agent contracts.
• Provide a professional, tech-forward first impression to new agents.

Underwriting Document Management

Streamline the collection of necessary underwriting information. Securely request and receive signatures on supplemental questionnaires, financial statements, and inspection reports, creating a complete and organized digital file for every policy.

• Centralize all underwriting documents in one secure location.
• Improve collaboration between agents and underwriters.
• Create a clear, time-stamped record of all received information.

Policy Endorsements & Riders

Quickly and efficiently process policy changes. Whether it's adding a driver to an auto policy or updating coverage limits, send endorsement forms for e-signature to ensure changes are documented and agreed upon instantly.

• Process mid-term adjustments in minutes, not days.
• Eliminate the risk of verbal miscommunications.
• Provide clients with instant confirmation of their policy changes.

Compliance & Disclosure Forms

Ensure adherence to state and federal regulations. Manage signatures for mandatory disclosure forms, privacy notices (GDPR/CCPA), and NAIC-required documents with a fully auditable and compliant process.

• Maintain a perfect record of compliance acknowledgment.
• Easily update and distribute new forms to all policyholders.
• Simplify audit preparation with centralized, digital records.

HIPAA Business Associate Agreements (BAAs)

For health insurance carriers and brokers, managing BAAs is critical. eSignly provides a HIPAA-compliant platform to send, sign, and manage BAAs with vendors and partners, ensuring PHI is always protected according to federal law.

• Achieve and maintain HIPAA compliance for vendor relationships.
• Securely store and access all BAAs in one place.
• Demonstrate due diligence in protecting Protected Health Information (PHI).

Beneficiary Designation & Changes

Handle one of the most sensitive transactions in life insurance with security and clarity. Allow policyholders to securely designate or update their beneficiaries online, with a clear, legally-binding record of their intent.

• Reduce errors and disputes related to beneficiary information.
• Provide policyholders with a simple, self-service option.
• Create an indisputable record of the policyholder's request.

Payment Authorization Forms (ACH/EFT)

Simplify the setup of recurring premium payments. Securely capture client consent and banking information for automatic withdrawals, reducing missed payments and improving cash flow.

• Increase on-time premium collections.
• Reduce the administrative burden of manual invoicing.
• PCI DSS compliant options for handling sensitive payment data.

Customer Onboarding & KYC

Digitize your entire customer onboarding packet. Combine identity verification services with eSignatures to meet Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements in a single, streamlined workflow.

• Strengthen fraud prevention during onboarding.
• Meet regulatory KYC and AML obligations.
• Accelerate the end-to-end client setup process.

Internal HR & Operations Documents

Your internal processes deserve the same efficiency. Use eSignly for employee offer letters, policy acknowledgments, and internal approval workflows, all on the same secure and centralized platform.

• Standardize internal document management.
• Create a paperless HR and operations department.
• Improve employee experience from day one.

Reinsurance Agreements

Manage high-value reinsurance treaties and facultative agreements with the highest level of security and auditability. Ensure all parties can review and execute complex contracts efficiently, regardless of their location.

• Expedite the execution of critical reinsurance contracts.
• Provide a secure collaboration space for all parties.
• Maintain a clear, version-controlled history of agreements.

Loss Run Requests

Automate the process of obtaining client authorization for loss run requests. Send a secure e-signature request to the client and have the signed approval back in minutes, allowing you to gather underwriting data faster.

• Accelerate the quoting process for new business.
• Create a compliant record of client authorization.
• Improve the efficiency of your underwriting team.

Embedded Signing for Portals

Integrate the signing experience directly into your client or agent portal. Using our API, you can embed the eSignly workflow into your existing web application for a completely seamless and branded user journey.

• Increase portal adoption and user engagement.
• Maintain brand consistency throughout the user experience.
• Eliminate the need for users to switch between applications.

Bulk Sending for Policy Updates

Need to send an updated privacy policy or a new endorsement to thousands of policyholders at once? Upload a list of recipients and a template, and eSignly will distribute a unique, signable document to each one, then track completion in real-time.

• Communicate critical updates to all policyholders efficiently.
• Track acknowledgment and signature status for each recipient.
• Save hundreds of administrative hours compared to mail merges.

Industry-leading AMS integration for seamless client record synchronization and document management.

Automate your agency operations by triggering signature requests directly from your management system.

Synchronize CRM client records with eSignly to track deal status and automate sales pipelines.

Trigger signature requests at any stage of your sales funnel with custom workflows and tracking.

Enterprise-grade CRM integration that ensures data accuracy across your sales and support teams.

Secure cloud storage synchronization for automated archiving of all signed policy and claim documents.

Enterprise-ready file management for reliable, accessible storage of your sensitive insurance records.

Seamless integration with your document ecosystem for effortless template generation and storage.

Unlimited automation capabilities allowing you to build custom insurance workflows tailored to your needs.

Real-time event notifications that trigger downstream actions the moment a document is signed.

Connect eSignly to over 5,000 business applications without writing a single line of code.

Secure corporate access management for enterprise teams, simplifying login while enhancing security.

Certified protection for PHI data, ensuring your health insurance workflows meet federal standards.

Proven security and operational integrity through independent, rigorous auditing of our systems.

Bank-grade data protection at rest and in transit for your most sensitive policyholder information.

Upload & Prepare Your Document

Upload any document (PDF, DOCX, etc.) or use a saved template. Then, simply drag and drop the fields you need: signature, initials, date, text boxes, and more. Mark fields as required to prevent errors.

Send to Signers

Enter the signer's email address and customize the message. You can specify a signing order for multiple parties or send to everyone at once. Click 'Send,' and we'll notify them instantly.

Track & Manage in Real Time

Monitor the status of all your documents from a central dashboard. See who has viewed, opened, and signed. Once complete, all parties automatically receive a copy, along with a detailed, court-admissible audit trail.

Accelerate Policy Issuance

Reduce policy cycle times from weeks to minutes. By digitizing the workflow, you eliminate the transit lag of physical mail and manual processing, ensuring policies are bound and active faster than your competition.

Kill the NIGO Tax

Not-In-Good-Order (NIGO) applications are a profit killer. Our required field logic and data validation ensure that no document is submitted until every signature and data point is perfectly captured, eliminating costly rework.

Operational Cost Recovery

Stop paying for the paper trail. Eliminate expenses related to printing, toner, postage, and physical storage. Every dollar you reclaim from operational waste is a dollar you can reinvest in agent growth and technology.

National P&C Carrier Cuts Policy Issuance Time by 90% with eSignly

A top-20 national P&C insurance carrier with over 5,000 independent agents struggled with a slow and error-prone paper-based application process. The average time to issue a new homeowner's policy was 14 days.

"eSignly didn't just digitize our signature process; it transformed our entire new business workflow. We're faster, more accurate, and our agents are happier. The 90% reduction in issuance time is a game-changer that directly impacts our bottom line."

Orlando Gilbert

VP of Operations, National Property & Casualty Insurer

The Results

• Policy issuance time reduced from 14 days to an average of 1.5 days.
• NIGO application rate dropped by 98% to less than 0.5%.
• Estimated annual cost savings of $1.2 million.

Regional Health Insurance Brokerage Achieves HIPAA Compliance and 40% Cost Reduction

A mid-sized regional brokerage specializing in group and individual health plans faced significant compliance challenges with manual, paper-based PHI handling during open enrollment.

"With eSignly, we can finally sleep at night. We know our client's data is secure and our process is 100% HIPAA compliant. The efficiency gains were the icing on the cake. Open enrollment is no longer a chaotic scramble."

Rachel Manning

Principal & Chief Compliance Officer, Mid-Atlantic Health Brokers

The Results

• Achieved 100% HIPAA compliance for all client-facing document workflows.
• Reduced administrative time per client by 60% during onboarding.
• Lowered operational costs by 40% through elimination of faxing, scanning, and paper storage.

Insurtech Startup Scales Agent Onboarding by 300% with eSignly API

A fast-growing insurtech MGA needed to rapidly expand its national network of independent agents but was held back by a slow, manual contracting process.

"The eSignly API is rock-solid and incredibly easy to work with. We were able to build a fully automated onboarding workflow in less than two weeks. We couldn't have scaled this fast without it. It just works."

Cameron Avery

CTO & Co-Founder, NextGen Insurance MGA

The Results

• Increased agent onboarding capacity by 300%, from 20 to over 80 agents per month.
• Reduced the time to get a new agent fully contracted from 5 days to 15 minutes.
• Achieved a 95% completion rate for agent contracts initiated through the platform.

AI-Powered Data Extraction

Imagine automatically populating your AMS or CRM fields by extracting data from a signed application. Our future AI engine will identify and pull key information like names, dates, and policy numbers, eliminating manual data entry entirely.

Smart Field Placement

Our AI will learn your common document types and automatically suggest where to place signature, date, and name fields, reducing document setup time from minutes to seconds.

Compliance Anomaly Detection

The platform will be able to flag potential compliance issues in real-time, such as a missing required disclosure on a non-standard form, providing an extra layer of protection for your business.

Is eSignly compliant with my state's insurance regulations?

Yes. eSignly complies with the federal ESIGN Act and UETA, which provide the legal framework for electronic signatures across the United States. Our processes are designed to meet the requirements for creating legally binding electronic records and signatures that are enforceable in all 50 states.

Can I use eSignly for life insurance applications that require Part I and Part II?

Absolutely. You can structure your workflow to handle multi-part applications. You can send Part I for initial signature, and once completed, trigger a separate request for Part II (the medical portion) to be completed by the applicant and/or a medical professional, all within a linked, secure workflow.

What happens if a signer doesn't have an email address?

eSignly supports in-person signing. An agent can meet with the client, present the document on a tablet or laptop, and have the client sign directly on the device. The system still captures the full audit trail for the transaction.

How does eSignly handle document retention?

You have full control. Signed documents are securely stored and accessible within your eSignly account. You can also set up automatic archival to your own cloud storage (like Google Drive or Dropbox) or your AMS. We also support custom data retention policies for enterprise accounts.

Can I customize the branding of the signing experience?

Yes. Our Business and Enterprise plans allow you to add your company logo and customize the colors of the signing interface, providing a seamless, branded experience for your clients and agents.

What kind of support do you offer?

We offer comprehensive support for all our customers. This includes a detailed knowledge base, email support, and phone support for higher-tier plans. Our API customers receive dedicated developer support to ensure a smooth integration process.

Is there a free trial?

Yes, we offer a free plan that allows you to explore the core features of eSignly and send a limited number of documents. It's the perfect way to see how the platform works before committing to a paid plan. You can sign up and send your first document in under two minutes.

How does eSignly protect sensitive medical and financial data?

We treat security as the foundation of our product. eSignly utilizes AES-256 bit encryption for data at rest and in transit. We are SOC 2 Type II, ISO 27001, and HIPAA compliant. Every action on a document is logged in a tamper-evident audit trail, ensuring full accountability for PHI and financial records.

Is the implementation process disruptive to our current insurance operations?

Not at all. eSignly is designed for rapid deployment. You can begin using the web interface immediately without technical setup. For complex integrations with your AMS or CRM, our REST API allows your team to automate workflows with minimal coding. We guarantee your first API document can be signed in under one hour.

Why should we choose eSignly over generic eSignature tools?

Generic tools treat insurance like any other contract. We treat insurance as a specialized, high-stakes workflow. From our required fields and data validation logic that prevent NIGO errors, to our deep AMS integrations and HIPAA-compliant architecture, eSignly is engineered to solve the specific bottlenecks that cost insurance carriers and agencies millions annually.

SaaS Plans (For Agencies & Carriers)

Ideal for: Teams of all sizes, from individual agents to large enterprise carriers, who need a web-based solution to send and manage documents.

Includes:

• Access to the eSignly web application.
• Templates, bulk sending, and real-time tracking.
• Comprehensive audit trails.
• Standard integrations with cloud storage.

eSignature API (For Insurtech & Custom Platforms)

Ideal for: Companies needing to integrate e-signature functionality directly into their own applications, portals, or core systems.

Includes:

• Full access to our REST API and webhooks.
• Developer sandbox for testing.
• Comprehensive API documentation and support.
• Embedded signing and branding customization.

On-Premises Deployment

Ideal for: Large financial institutions or government-related insurance entities with strict data residency requirements that prohibit cloud usage.

Includes:

• A dedicated instance of eSignly deployed in your private data center.
• Full control over your infrastructure and data.
• Enterprise-level support and maintenance.