Policy Applications
Accelerate policy issuance with eSignatures for applications, disclosures, and coverage agreements—close deals faster.
Speed up policy issuance and claims processing
Reduce turnaround time and improve customer satisfaction with digital signatures for insurance documents and claims.
Why Simplifi?
Secure digital signatures, intelligent agreements, and process automation that accelerate approvals, reduce paperwork, and ensure compliance with an exceptional user experience.
Streamlined Operations
10x Faster Approvals
Get forms and contracts signed in a click. No more chasing signatures.
100% Paperless & Eco-Friendly
Reduce printing costs and environmental waste with digital workflows.
Accessible Anywhere, Anytime
Access and sign documents from any device, anywhere.
Advanced Features
Smart Document Templates
Reusable templates for forms and contracts ensure consistency and save time.
Seamless Integrations
Integrate with Google Workspace, Microsoft 365, and tools you already use.
Multi-Party Signing Workflows
Send documents to multiple signers with sequential or parallel signature workflows.
Enterprise-Grade Security
Complete Audit Trails
Track every signature and document access for accountability and compliance.
Bank-Level Encryption
256-bit AES encryption protects documents and signatures at rest and in transit.
Role-Based Access Control
Granular permissions ensure only authorized users access sensitive documents.
Use cases for insurance companies
Streamline key insurance processes with secure eSignatures tailored to your agency's needs.
Claims Processing
Speed up claims with digital signatures for claim forms, settlement agreements, and release documents.
Agent Agreements
Onboard agents quickly with eSignatures for contracts, commission agreements, and compliance documents.
Policy Renewals
Simplify renewals with automated workflows and digital signatures for updated policies and endorsements.
Underwriting Documents
Streamline underwriting with eSignatures for risk assessments, coverage decisions, and approval documents.
Beneficiary Designations
Process beneficiary forms and updates securely with digital signatures for life and health insurance policies.
Create powerful document workflows
Enhance your business processes with our comprehensive integration ecosystem, extensive partner network, advanced APIs, and secure cloud storage connections.
SharePoint
Store contracts and automate approval workflows.
Alfresco
Enterprise content management with document workflows.
Google Drive
Collaborate on contracts with real-time editing.
Zapier
Trigger signature requests from 5,000+ business apps.