E-Signatures for Insurance agencies
An agency writes and services policies all day, and almost every one of those touches produces a form the insured has to return. Agree.Solutions gets applications, coverage selections and change requests signed while the client is still thinking about it, not three follow-up calls later.
Documents Insurance agencies sign
- Applications for coverage
- Coverage selection and rejection forms
- Policy change requests
- Claim notification forms
- Premium finance agreements
- Agent of record letters
Why faster agreements matter
- Coverage selections get set aside and forgotten
- Renewal season lands hundreds of forms in the same window
- Claims paperwork is needed when the client is least able to print
How Insurance agencies use Agree.Solutions
The insured signs the application and any coverage selection at quoting, then signs change requests and claim forms as the policy is serviced during the term.
Upload your agreement, add a reusable company info box, place signature and date fields, and send a secure link. Your client signs on any device, you get notified, and everyone receives a completed copy with a certificate of completion.
Insurance Agency e-signatures by city
Related industries
Start sending documents for signature today
Free to start — 3 documents a month, no credit card required.