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E-signatures = Faster Sales + Happier Customers

DocuSign has joined with Vertafore to provide the insurance industry with a fast, secure way to close deals from any mobile device.

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Solutions for Superior Customer Service

Digital technology and mobile devices continue to make a big impact on consumer expectations and behavior. Today’s customers expect insurance providers to offer the same high-tech features and personalized service they’re used to getting from companies such as Google, Amazon, and Facebook. To meet these growing demands, you need new strategies and solutions.


DocuSign has joined with Vertafore to provide the insurance industry with a fast, secure way to close deals wherever your customers are.

PL Rating

PL Rating

Connect seamlessly with more than 170 carriers in 48 states in real time to give your customers instant, accurate personal line quotes.

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Vertafore Client Portal

Empower your customers to verify coverage, request policy changes, print auto ID cards, and more using convenient self-service tools. They can also upload and download documents through a secure, password-protected site.


Vertafore Mobile

Serve your customers no matter where you are. Vertafore Mobile is a simple yet powerful mobile app for iOS and Android devices that puts information in the hands of your producers—wherever business takes them.

“Since we implemented Vertafore Client Portal, retention is up 4 percent and we’ve reduced postage costs by 40 percent.”

Joyce Sigler Vice President of Administration, Jones & Wenner Insurance Agency

“Instead of spending three hours going through seven different sites, [with PL Rating] I can get it done in 20 minutes or less.”

Kevin Wheeler President, Cardinal Insurance Services

“DocuSign’s industry-leading e-signature solution enables our agents to move faster while decreasing errors, and [it] allows us to increase our revenue by more than 10 percent. The integration [with] the Vertafore services our agents love gives our agents everything they need in one place.”

Nancy Sattler Vice President of Operations, CBIZ-Sattler

“When a customer calls after hours, they really do have an urgent need. Vertafore Mobile is the best solution I’ve seen to solve the problem and deliver the quick service that customers expect.”

Scott Burton President, Benchmark Insurance Agency

Learn More About Meeting Customer Expectations

By adopting new strategies and the right software solutions, agencies like yours can thrive in this era of rising customer expectations and digital disruption. Here are some more ideas and resources to help you meet customer demands better.

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Grow Your Agency Online

To satisfy customer expectations, agencies are going digital. See how meeting customers online and engaging on social media can help your business grow.

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How Much Are Your Satisfied Customers Worth?

Highly engaged customers are measurably more valuable than those customers who are merely satisfied.

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Connect with Customers at the Right Time

Learn how to communicate with customers and provide them with helpful content at each stage of the buyer’s journey.


How DocuSign Works with Your Management System

DocuSign syncs with AMS360® or Vertafore Agency Platform™, allowing you to organize and transmit signed insurance documents quickly and efficiently.