Create a seamless policyholder and agent Experience
The insurance industry has significantly transformed, with new entrants
reshaping who delivers insurance and how it is delivered. Insurance carriers and agencies are
adapting to effectively compete, deliver a better customer experience, improve efficiencies and
minimize risk.
Carriers and agencies use Esignax to empower their teams and agents to
deliver more value with less paperwork. With Esignax, you can:
Enable customers to sign and notarize agreements from virtually anywhere, on
almost any device with a mobile-friendly experience
Accelerate agreement turn-around with easy-to-complete forms, advanced
workflows, and pre-built connections to core systems and agency management systems
Support compliance and improve security with digital audit trails,
authentication and identity verification tools, and round-the-clock tracking of agreement
activity
Esignax for Insurance Agencies
Agents are on the front line of the insurance business, and staying a step ahead of the
competition is critical to an agent’s success. Whether your agency consists of just one agent or
hundreds, Esignax can help you:
Delight customers with mobile-friendly signing
Enhance agent productivity with faster document turn-around time and easy
visibility into signing status
Book new business faster
Esignax for Insurance Carriers
Improve customer retention by offering fast and convenient services. Whether your business spans
personal, commercial or group lines, Esignax can help you:
Deliver digital convenience
Simplify complex operations and reduce costs
Mitigate risk
Featured Use Cases
Digitize critical agreements across the customer lifecycle.
Applications
Coverage Selection Forms
Disclosures
Accident Reports
Medical Release Authorizations
Total Loss Forms
Change of Address
Renewals and Cancellations
Bill Presentment
Esignax for Insurance
Prepare, sign, act on and manage your agreements with Esignax. You can use our suite of products, our 400+
integrations and our award-winning APIs to speed up transactions, streamline processes and deliver an
amazing customer experience–all while maintaining security and compliance.
Featured products include:
Esignax eSignature
Securely send and sign policy or claims agreements and disclosures electronically,
and maintain a complete audit trail. Reach policyholders faster with SMS
notifications and simplify claims submissions with drawing capabilities.
Esignax CLM
Manage the full agreement lifecycle from automated generation to real-time
negotiation to storage and search for complex underwriting and claims documents.
Esignax Identify
Secure access to agreements for new policies and claims submissions by choosing from
a suite of proven authentication and ID verification options.
Esignax Monitor
Provide near real-time visibility into threats and incidents to help you respond
quickly and mitigate risks as they relate to your Esignax agreements and processes.
Featured Integrations
Use the Esignax Accelerator for Guidewire PolicyCenter and ClaimCenter to accelerate turnaround on policy applications, claims submissions, and more.
Sign and manage insurance agreements with a round-trip integration to Applied Epic.
Automate agreement signing and management within Vertafore’s AMS360, QQCatalyst, FinancePro and Sircon platforms.
Accelerate policy sales and send agreements for signature without ever leaving Salesforce.
Customer Stories
Mercury Insurance goes Paperless
Learn how this carrier streamlined operations and workflows while drastically reducing paper consumption.
Learn how this agency weathered the pandemic and shifted to a new normal with Esignax eSignature & Applied Epic.
Resources
Learn more about insurance companies use Esignax.
Agreeable Insurance
Learn how insurance organizations can modernize their systems of agreement to get business done faster with less risk, lower costs, and better customer experiences.
Insurance Industry Brief
Learn how to digitize insurance industry processes with Esignax.
Accelerating Change in Insurance Distribution through Technology
Read this report by Esignax, Salesforce Vlocity, and Harvard Business Review on how global insurance executives are evolving their distribution channels.
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