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Issue Policies Faster
with Seamless
Claims &
Policy Signing

Leverage the capabilities of Sign Made Easy to automate the workflows and streamline processes, like policy applications or claims documentation.

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Policy and claims signing app mockup

Policy and claims paperwork shouldn't slow down coverage.

Carriers, agencies and adjusters handle sensitive policyholder data, tight regulatory requirements and time-critical claims. A signature process that depends on paper, email chains or disconnected systems creates unnecessary friction for staff, agents and the people you insure.

100%
real-time tracking on every agreement, from application to settlement.
01

Paper-based policy & claims forms

Physical applications, endorsements and claims paperwork create delays, scanning work and manual follow-up before coverage can move forward.

02

Sensitive policyholder data exposure

Insurance teams need tighter control over how policyholder and claimant signing information is shared, accessed and tracked.

03

Multi-party approvals

Agents, underwriters, adjusters, policyholders and beneficiaries can make even simple approval workflows difficult to coordinate.

04

Disconnected records

When signature activity lives outside the policy or claim record, teams spend time searching for status and completed agreements.

An insurance signing workflow built around the problems your teams actually face.

Instead of showcasing every capability, this workflow focuses only on the features that directly solve the biggest insurance signing problems.

01

Move policy documentation online

Replace printing, scanning and manual handoffs with a consistent digital signing experience for policy applications, endorsements and claims forms.

Solves
Paper-based policy & claims forms Branded Signing Experience
02

Coordinate multi-party approvals

Route documents to agents, underwriters, adjusters and policyholders in the right order, with automatic reminders until every signer completes their step.

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Multi-Signer Workflows Automated Notifications
03

Keep every record connected

Write completed signature activity back into Salesforce automatically, so status and documentation stay tied to the policy or claim record.

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Automated Write Back Salesforce-Connected Completion
Three problems. One connected signing workflow. Digital policy signing, coordinated approvals and Salesforce-connected completion.
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Built around the insurance workflows that matter most.

Simplified document signing screen

Upload a document, select a signer, send, reassign and share via email. Sign anywhere, anytime, on any device — no printing or scanning required.

One signing platform. Multiple insurance workflows.

Use eSignatures wherever insurance documentation requires a clear signer, a completed agreement and a traceable workflow.

Policy applications & issuance

Send policy applications and issuance documents digitally so applicants can complete required signatures faster.

Claims documentation & settlements

Simplify claims forms and settlement agreements with a fast, digital experience for claimants and adjusters.

Renewals & endorsements

Speed up policy renewals and endorsements with reusable templates and automated reminders.

Beneficiary designations & disclosures

Manage beneficiary designations and required disclosures with a clear, auditable signing trail.

Agent & broker contracts

Coordinate signatures across agents, brokers and other distribution partners.

Vendor & third-party adjuster agreements

Simplify agreements with vendors, independent adjusters and other service providers.

Policy signatures need more than a signature box.

Carriers, agencies and adjusters need confidence around how signing transactions are handled, protected and documented across every policy and claim.

Explore Security & Compliance
SOC 2 compliance badge

Give security and IT teams greater visibility into the controls surrounding your signing workflows and policyholder information.

Supports secure signing workflows for insurance organizations handling health-related information and working with healthcare providers.

Gives international policyholders and partners confidence that their signing data is handled in line with applicable data-protection requirements.

See how teams are putting digital
signatures to work.

Explore customer stories showing how carriers and agencies use Sign Made Easy
to simplify signature-dependent workflows.

Choose an eSignature workflow that fits your Salesforce environment.

Insurance teams should not have to choose between a simple signing experience and operational visibility. Compare Sign Made Easy with alternative approaches and see how the workflows differ.

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Insurance policy and claims signing workflow mockup

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