MSB Docs for Insurance

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

85%

Less time to settle a claim

Reduced-touchpoints-per-policy

60%

Reduced touchpoints per policy

Increased-customer-satisfaction

15%

Increased customer satisfaction

Speed up the process of completing Insurance documents

Sign documents required to obtain insurance policies at any time, anywhere, with a computer, tablet, or mobile phone, instantly.

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Ensure seamless communication between policyholders & agents

Adapting to better customer experiences, improving efficiencies, and minimizing risk are essential for insurance carriers and agencies to compete effectively.

Improve-interactions-with-your-clients
  • Minimize risk
    Make the process easier with an automated insurance policy workflow powered by digital forms, documents, and signatures.
  • Minimize risk
    Improve your customer experience, increase efficiency, and retain more customers by going digital and streamlining your claims automation process.
  • Minimize risk
    Initiate your session via MSB Docs API to collect missing documentation and reduce turnaround times by 40%.
  • Minimize risk
    Choose from a suite of proven authentication and ID verification options to gain access to new policies and claims submissions.

Provide agents with easy visibility into signing status

Streamline the document signing process and increase insurance agents’ productivity with faster document turnaround times and easy tracking of signing status.

1

Agent Initiates MSB Docs Sesion

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2

Agent presents policy offer

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3

Customerapproved T&C s

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4

Cycle Completes

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Use cases

Insurance companies use MSB docs to sign documents, approvals, and agreements, including:

Improve-interactions-with-your-clients
  • Onboarding: Agents & Customers
  • Policy Applications
  • Proposals & NDAs
  • Insurance certificates
  • Accident reports
  • Medical Release Authorizations
  • Total Loss forms
  • Coverage Selection forms
  • Disclosures
  • Renewals and Cancellations
Improve-interactions-with-your-clients

Empower your teams & agents to deliver more value with less paperwork

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Easily collect eSignatures from Insurance clients

Keep track of who is signing and when so you know whose signatures you already have and whose you are missing.

Simplify-your-eSignature-processes

Simplify your eSignature processes

Organize your insurance papers by creating groups. Whenever you require an insurance plan, you can send a whole group of documents for signing.

Stay-protected

Stay protected

Two-factor authentication and advanced file encryption enable you to securely handle all your insurance documents.

eSign-insurance-policies

eSign insurance policies on the go

Draw your signature or upload it from your device and instantly sign your insurance policy application on any device.

Collect-payments-instantly

Detailed Audit Trails

Obtain E-Signature audit trails to track when a document was sent, opened, and signed, along with names, email addresses, and IP addresses.

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Cost Savings

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.

Security and Regulatory Compliance

We make sure that your documents are signed, shared, and saved with several levels of security.

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Securely sign and approve documents with e-Signatures

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