Vertafore + DocuSign
and the Vertafore Agency Platform
are the only agency systems that offer a built-in integration to DocuSign, the global standard for secure digital transaction management. Documents are sent for signature quickly, easily and securely. Once signed, the documents are automatically filed in your management system – without the need to scan the docs or manually create an Activity.
See the integration in action
The electronic signature process starts and ends in your management system. Agencies and their clients use this combined solution to effortlessly organize and transmit insurance documents faster and more efficiently than ever before.