eZy Sign for Insurance
Simplify insurance agreements from quote to claim.
Insurance involves a constant flow of applications, policy documents, disclosures, endorsements, renewals, and claims paperwork. eZy Sign helps insurers, agencies, brokers, and policyholders move these documents through faster, more organized digital signing workflows while giving policyholders a simpler signing experience and maintaining clear records throughout the insurance lifecycle.
Commercial Policy & Endorsement Pack
POL-2026-8942-US · Apex Mutual
Signing Sequence
Policyholder Digital Signature
ACORD / eIDAS VerifiedMove insurance processes forward with digital signing.
Replace slow, paper-heavy processes with streamlined workflows designed for modern insurance operations.
Speed up policy issuance
Get applications, policy agreements, disclosures, and other documents signed without relying on printing, scanning, or in-person paperwork. Send documents digitally and keep the policy process moving from application to issuance.
Make policy servicing easier
Insurance policies change over time. Simplify endorsements, beneficiary changes, coverage updates, authorizations, and other service requests with structured digital signing workflows.
Simplify claims documentation
Keep claims-related documents moving between policyholders, adjusters, agents, and internal teams. Send the right documents to the right people and track their progress through completion.
Improve the policyholder experience
Give customers a convenient way to review and sign documents from their preferred device. Fewer manual steps mean less waiting and a smoother experience at important moments.
One signing platform for the insurance lifecycle.
From first-time applications to renewals, servicing, and complex claim settlements, manage every agreement in a single unified workflow.
Insurance Applications
Digitize the documents involved in new policy applications and enrollment.
- Application forms
- Customer declarations
- Disclosure documents
- Authorization forms
- Terms and conditions
- Policyholder acknowledgements
Policy Issuance
Keep the final stages of policy creation organized with digital document workflows.
- Policy agreements
- Coverage documents
- Consent forms
- Disclosure acknowledgements
- Required signatures
- Agent and customer approvals
Policy Servicing
Make policy updates easier to manage without unnecessary paperwork.
- Endorsements
- Coverage changes
- Beneficiary updates
- Customer information changes
- Authorization requests
- Policy amendments
Renewals
Create repeatable workflows for policies that need to be reviewed and renewed. Send renewal documents, notify signers, monitor completion, and keep completed agreements organized for future reference.
- Policy renewal notices
- Coverage adjustment schedules
- Premium update agreements
- Signed renewal confirmations
- Automated signer reminders
- Digital audit retention
Claims
Coordinate claims-related documentation between customers, agents, adjusters, and internal teams.
- Claim forms
- Statements
- Authorizations
- Settlement documents
- Customer acknowledgements
- Supporting agreements
Agent & Broker Operations
Help agencies and brokerages manage agreements with customers, carriers, partners, and internal teams through a centralized digital signing process.
- Broker-dealer agreements
- Carrier appointment forms
- Producer commission contracts
- Compliance disclosures
- Sub-agency agreements
- Internal team acknowledgements
Make every signature easier to manage.
Built-in intelligence and routing tools that remove friction for signers while keeping organizations in total control.
Send documents to multiple people
Insurance agreements often involve policyholders, co-signers, agents, brokers, adjusters, or internal reviewers. eZy Sign supports multi-signer workflows so everyone can complete their part in the required order.
Assign fields to the right signer
Make responsibilities clear by assigning each signature, date, text field, checkbox, or required input to the appropriate person.
Keep everyone on track
Automated reminders help reduce delays when documents are waiting for signatures or action.
Know what's happening
Track document status throughout the signing process so teams can quickly see what has been sent, viewed, signed, or completed.
Keep completed agreements organized
Maintain digital records of completed documents and signing activity, making it easier for teams to find and reference agreements when needed.
From quote to completed policy.
Build a consistent digital process around every agreement.
Prepare
Create or upload the required insurance documents.
Assign
Add recipients and assign fields to the appropriate signers.
Send
Deliver documents securely to policyholders, agents, brokers, or other participants.
Sign
Recipients review and complete their assigned fields from their preferred device.
Track
Monitor progress and send reminders when action is still required.
Complete
Finalize the agreement and maintain the completed document for your records.
Give agents and policyholders a better way to work.
Insurance teams shouldn't have to spend their time chasing paperwork. With eZy Sign, agents and brokers can send documents directly to customers, policyholders can complete agreements remotely, and internal teams can maintain visibility across the process.
For Policyholders
A simple digital experience for reviewing and signing important insurance documents.
- Sign anytime on mobile or tablet
- No printing, scanning, or mailing
- Clear guidance through required fields
- Instant copy of signed policy
For Agents & Brokers
Send agreements, collect signatures, and monitor progress without managing paper documents.
- Send applications during client calls
- Track when clients view and sign
- Fewer not-in-good-order (NIGO) delays
- Centralized pipeline of pending policies
For Claims Teams
Keep claims documentation moving between customers, adjusters, and internal stakeholders.
- Expedite claim forms and proofs of loss
- Coordinate adjuster and claimant signatures
- Faster turnaround on settlement releases
- Structured documentation for claim files
For Operations Teams
Standardize recurring signing processes and maintain organized digital records.
- Reusable templates for standard forms
- Automated audit trails and logs
- Organized document retention
- Reduced administrative processing costs
Reduce manual work across insurance operations.
Insurance workflows can involve repeated data entry, document handoffs, email follow-ups, and manual status checks. eZy Sign helps bring these steps into one connected signing workflow, reducing unnecessary document handling and giving teams a clearer view of what needs attention.
Connect eZy Sign with the systems you already use.
Bring digital signing into your existing insurance workflows through integrations and APIs. Connect document generation, customer management, policy administration, CRM, and internal business systems to create a more connected agreement process.
Your systems manage the workflow. eZy Sign manages the signing.
Policy Admin (PAS)
Automated binder and endorsement dispatch
Agency Mgmt (AMS)
Sync client records and signed binders
Claims Systems
Proof of loss & release settlements
Custom Portals & APIs
REST API v2 & Webhook notifications
Built for sensitive insurance agreements.
Insurance documents can contain important customer and policy information. eZy Sign provides tools designed to help organizations maintain control over their signing workflows and document activity.
Secure document workflows
Control how documents are prepared, shared, and signed.
Signer access
Keep signing activities limited to the intended recipients.
Activity tracking
Maintain visibility into key actions throughout the signing process.
Document history
Keep completed agreements and relevant signing information organized.
Controlled multi-party workflows
Coordinate signing between policyholders, agents, brokers, adjusters, and internal teams.
Compliance Notice: Specific security, compliance, retention, and regulatory capabilities depend on your eZy Sign configuration and applicable requirements.
Built for every part of insurance.
Purpose-built to adapt to carrier headquarters, localized agencies, independent brokers, and mobile field teams.
Insurance Carriers
Streamline policy issuance, servicing, renewals, and claims documentation.
Insurance Agencies
Give agents and customers a faster way to complete agreements.
Brokers
Manage customer and carrier documentation through organized digital workflows.
Claims Teams
Keep claims-related documents moving without unnecessary delays.
Underwriting Teams
Coordinate applications, approvals, and required documentation.
Operations Teams
Standardize recurring processes and improve document visibility.
Insurance paperwork shouldn't slow your organization down.
From issuing new policies and binding coverage to processing endorsements and settling claims, eZy Sign gives your teams and policyholders a simpler digital signing experience.