Sign insurance certificates, policy applications, and custom quotes quickly and easily. Collect data and signatures from insurance clients in one go.
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Less time to settle a claim
Reduced touchpoints per policy
Increased customer satisfaction
Sign documents required to obtain insurance policies at any time, anywhere, with a computer, tablet, or mobile phone, instantly.
Adapting to better customer experiences, improving efficiencies, and minimizing risk are essential for insurance carriers and agencies to compete effectively.
Streamline the document signing process and increase insurance agents’ productivity with faster document turnaround times and easy tracking of signing status.
Insurance companies use MSB Docs to sign documents, approvals, and agreements, including:
Onboarding: Agents & Customers
Policy Applications
Proposals & NDAs
Insurance certificates
Accident reports
Medical Release Authorizations
Total Loss forms
Coverage Selection forms
Disclosures
Renewals and Cancellations
Keep track of who is signing and when so you know whose signatures you already have and whose you are missing.
Organize your insurance papers by creating groups. Whenever you require an insurance plan, you can send a whole group of documents for signing.
Two-factor authentication and advanced file encryption enable you to securely handle all your insurance documents.
Draw your signature or upload it from your device and instantly sign your insurance policy application on any device.
Obtain E-Signature audit trails to track when a document was sent, opened, and signed, along with names, email addresses, and IP addresses.
As a result of reduced manual data entry, staffing needs and labor costs are reduced, and agents spend less time tracking down & managing paper trails.
We make sure that your documents are signed, shared, and saved with several levels of security.
