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Electronic Signatures for Insurance

Collect electronic signatures for insurance

Eliminate paperwork, improve efficiency, and create better experiences for your customers with easy-to-use electronic signature for insurance software.
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Hundreds of insurance companies trust Formstack with their automation processes

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Insuring success

Your insurance agency is responsible for taking care of customers when they need you most. Use Formstack Sign to eliminate outdated paper-based methods and focus your time and efforts where they matter.

Create seamless insurance workflows

Simplify the management of proposals, policies, and claims with easy-to-use automation tools that streamline eSignature capture from start to finish.
Serve clients faster

Serve clients faster

Reduce time spent on tedious, manual tasks so agents can focus on finding the best insurance policies and products for each customer.

Simplify the customer experience

Simplify the customer experience

Stay competitive by offering clients a stress-free electronic signature for insurance alternative that doesn’t require them to print, scan, or fax documents.

Keep data secure

Keep data secure

Rest assured that you and your client’s data is safe from cyber threats. Formstack Sign’s security measures include SSL, encryption, and various types of compliance.

Serve clients faster

Meet compatibility needs

Easily send signed documents to the systems you frequently use, including Applied, NASA, and QQSolutions.

Boost productivity

Boost productivity

Use signature status tracking to monitor agent performance, identify bottlenecks in your processes, and improve daily efficiencies.

Go mobile

Go mobile

Enjoy on-the-go access to our eSignature for insurance solution so you can send and sign documents no matter where your day takes you.

Manage policies with ease

Insurance policies don’t need to be time-consuming. Here’s an example of an easy renewal process that can help your team save time, reduce manual data entry, and eliminate errors and inconsistencies.
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The time has arrived for a customer to renew their insurance policy. A form is sent to the client via email to collect any updated details that are required for their new policy.

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The client’s submitted data is automatically populated into a custom policy document. This document is emailed back to the client for their review and signature.

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After the client signs the new policy, a copy is sent to your inbox for review and another copy is automatically routed to your CRM for safe storage.

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