Insurance Document Automation
Automate insurance documents across issuance, endorsements, and claims. Stay IRDAI standards while reducing manual errors, processing time, and paperwork dependencies.
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Track signatures in real time to know exactly who signed, who hasn’t, and when. No more chasing documents or guessing status.
Group related documents (like policy forms, declarations, and disclosures) and send them together for faster, structured signing reducing administrative overhead.
Safeguard sensitive insurance data using two-factor authentication, AES 256-bit encryption, and role-based access controls aligned with regulatory requirements.
Enable clients and agents to draw or upload their signature and complete forms securely from any device desktop, tablet, or smartphone with no app required.
Automatically record every action including timestamps, signer names, email IDs, and IP addresses to maintain a tamper-proof audit trail for compliance and legal assurance.
Digitize document processes to lower printing, courier, and storage costs. Free up your teams from manual tasks like data entry and paper management.
Sign policy documents anytime, anywhere on mobile, tablet, or desktop instantly and securely.
eSign KYC documents, identification proofs, and welcome agreements for quick onboarding.
Digitally execute life, health, auto, and property policy applications to reduce manual paperwork.
Approve premium quotes, benefit illustrations, and proposal summaries securely.
Capture customer consent for terms, privacy policies, and mandatory disclosures.
Authorize and sign beneficiary details electronically for faster processing.
eSign issued policies to finalize and activate coverage instantly.
Capture customer acknowledgment for issued policy schedules and coverage terms.
Approve coverage limits, deductibles, and optional add-on benefits.
Sign off on mid-term policy changes or coverage modifications.
Execute agreements for additional riders or specialized covers.
Digitally approve policy renewals to avoid lapses.
File and sign claim forms for health, motor, and property insurance.
Approve surveyor and police reports electronically for faster claim assessment.
Authorize medical providers to share treatment and diagnostic records.
Sign surveyor evaluations, inspection checklists, and claim valuation reports.
Approve documents for complete loss settlements.
Finalize claim settlements with eSigned agreements.
Sign anti–money laundering declarations, risk assessment reports, and verification records.
Execute tax residency and financial compliance forms digitally.
Capture signatures for GDPR/DPDP compliance and personal data use consent.
Approve actuarial and risk analysis documentation.
Sign insurer filings, compliance statements, and regulatory submissions.
Approve regulatory audit reports and compliance certifications.
Execute contracts with third-party administrators for claims processing.
Sign service provider agreements for cashless networks.
Approve vendor enrollment forms and confidentiality agreements.
Sign performance and quality commitment agreements.
Digitally execute commission structure and incentive agreements.
eSign appointment letters, HR forms, and employment contracts.
Approve compliance training completion and certification records.
Execute NDAs for sensitive insurance data handling.
Sign appraisal forms and goal-setting documents.
Approve travel, claim-related, and operational expense forms.
Digitally confirm policy continuations before expiry.
Approve cancellation and refund requests securely.
Sign reinstatement forms for lapsed policies.
Authorize recurring premium deductions or adjustments.
Approve complaint resolution and closure documentation.
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Compliment your current business development with Unconstrained predictive analytics.
“The Integration With MSB Has Completely Transformed The Day-To-Day Work At Pfizer. We Have Used The Platform For Our Corporate Credentials And SAFETM, Where Paper-Based Signatures …..”
“MSB Docs Has Completely Revolutionized The Document Management Processes At GSK. The Ability To Sign Documents From Anywhere, Anytime, From Any Device Has Expedited Our Approvals Process, …..”
“ICON’s Experience With MSB Docs Has Been Highly Positive. Their New-Age CRA Scan App, Which Converts The Users’ Mobile Devices Into Customized, Portable Scanners, Has Completely …..”
“MSB Docs Has Lent A Perfect Makeover To The HR Operations And Other Critical Processes At Practo. The Implementation Of ESignatures Has Fast-Paced Our Contract Signing Process By Reducing The Turnaround…..”
“The Integration With MSB Has Completely Transformed The Day-To-Day Work At Pfizer. We Have Used The Platform For Our Corporate Credentials And SAFETM, Where Paper-Based Signatures …..”
