Transforming Insurance with Intelligent Agreement Management

Insurance carriers and agencies are under mounting pressure to deliver fast, personalized, and digital experiences to policyholders—while contending with rising regulatory complexity, operational inefficiencies, and an increasingly sophisticated fraud landscape.

The Docusign Intelligent Agreement Management (IAM) platform transforms slow, manual policy onboarding, servicing, and claims workflows into more seamless, compliant digital journeys. By simplifying agreement processes, eliminating rework, and connecting seamlessly with your existing technology stack, the IAM platform empowers agents and staff to focus on policyholder satisfaction and business growth with every agreement. 

The top 25 financial companies in the Fortune 500 use Docusign, and Newsweek opens in a new tab named us the #1 most trustworthy software and telecommunications company in 2024 and 2025. Our platform helps insurance organizations operate more efficiently and securely at critical steps, providing complete audit trails, robust compliance features, and integrations with your core policy and claims systems.

Accelerate policy and claims processing

Reduce NIGO rates by automating routine insurance workflows. Agents and teams can leverage pre-filled forms, near real-time data verification, and integrations with existing policy and CRM systems.  Plus, the Docusign App Center connects with 1,000+ active partner integrations —including Salesforce, Guidewire, Vertafore, Box, and more—streamlining data flow and unlocking operational capacity. 

Deliver frictionless policyholder experiences 

Turn policy sales, onboarding, and claims into fast, intuitive, and digital-first experiences for your policyholders. With the IAM platform, policyholders can start new applications, make changes, or initiate claims anytime, from any device. Interactive web forms, integrated identity verification, and seamless compliance workflows help ensure a simple, more secure, and mobile-friendly journey that can build loyalty through exceptional service. 

Enhance security and trust 

Docusign helps insurers meet KYC and fraud-prevention requirements with integrated, near real-time identity and data verification for every policy or claim agreement. With Docusign, each agreement is fully auditable—digital certificates, time-stamped activity logs, and automated storage routing to WORM-compliant repositories make audits simpler and ensure transparency. Automated workflows help reduce human error and help insurers adapt to regulations and fraud risks without compromising on policyholder experience

Use case examples

IAM enhances experiences and streamlines operations

The IAM platform scales with your organization, ensuring efficient operations and a seamless experience for agents and policyholders. 

IAM for Customer Experience

The preconfigured IAM for CX application helps insurance providers quickly capture policyholder information and foster loyalty. By helping automate manual steps like data collection, identity verification, and document processing, IAM for CX enables policyholders to complete policy applications, endorsements, and claims forms faster, from any channel or device. The result is a modern, seamless experience that allows agents to focus on increasing policyholder satisfaction and trust.

Docusign IAM platform capabilities 

Our capabilities uniquely address each step of the agreement process to help transform your institution and advance your strategic plan.

• Web Forms: Collect policyholder data and pre-fill insurance applications, changes, or claims with interactive digital forms—minimizing manual entry and errors.

• Maestro: Automate multi-step insurance workflows, like onboarding or claims, with simple no-code routing and approvals.

• ID Verification & Risk-Based Verification: Embed identity verification and risk-based screening into the signing process, helping you balance security and policyholder experience while meeting KYC compliance.

• Data Verification: Verify policyholder-inputted information against internal and external databases in real-time to reduce Not In Good Order (NIGO) documents.

• eSignature: Enable a secure, intuitive signing experience across any device, allowing policyholders to sign via a time-stamped, digital signature.

• Notary: Enable remote online notarization (RON) with quick access to secure, legally valid notarizations, virtually anytime and anywhere, eliminating in-person visits.

• App Center & Integrations: Instantly sync agreement data with systems like Salesforce, Guidewire, Vertafore, and Box to save time and streamline processing.

• Workspaces: Provide a secure place for agents and policyholders to upload, track, and manage documents for complex transactions.

Results