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Vertafore + DocuSign

Vertafore + DocuSign

AMS360 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.

Key advantages:

Integrated solution from DocuSign & Vertafore now available to help agents drive productivity and reduce costs.

  • DocuSign and Vertafore have partnered to help the insurance industry go fully digital to complete business faster, increase security and compliance, and create a better client experience.
  • New integrated solution is designed to help insurance agents save time and money when preparing, executing and managing documents that require client signatures.
  • DocuSign and Vertafore eliminate the hassles, costs and lack of security in printing, faxing, scanning and overnighting documents for signature so agents can earn revenue faster while delighting clients with a 100% digital workflow.
 Vertafore Docusign Demo
  • DocuSign is accessible on all devices, so clients get a faster, more convenient, and easier way to interact with you, no matter where they are.

  • Customers complete documents in minutes, without errors, enabling your staff to spend less time tracking down signatures, and more time focusing on sales.

  • The process is secure, all steps are documented, and your completed forms are automatically filed in your management system.

  • Save staff time and costs associated with printing, copying, faxing, and overnight shipping.

DocuSign’s industry-leading eSignature solution enables our agents to move faster while decreasing errors, and allow us to increase our revenue by more than 10 percent. The integration to the Vertafore services our agents love give our agents everything they need in one place.

Nancy Sattler Principal Owner,  Sattler Insurance

Ready to take the next step?

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