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    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220


DocuSign and Vertafore Partner to Bring Digital Transaction Management to Insurance Agents

Joint Solution Helps Agents Accelerate Transactions to Earn Revenue Faster, Reduce Costs, and Delight Clients

SAN FRANCISCO, CA and BOTHELL, WA – MARCH 27, 2014 – DocuSign Inc. (DocuSign) and Vertafore announced a strategic partnership to make DocuSign’s Digital Transaction Management (DTM) platform and industry-leading eSignature solution widely available from within the Vertafore Agency Platform™ and AMS360 Online, with integration into the Sagitta suite of products to follow later this year. DocuSign helps insurance agents keep business fully digital to accelerate speed to revenue, reduce costs, and increase security and compliance – all while providing clients with an easier, faster, more convenient and secure way to complete transactions.

“Vertafore’s innovative technology is used by more than 95 of the nation’s top 100 insurance agencies and we’re proud to bring DocuSign, the insurance industry standard for Digital Transaction Management, to our customers and their clients,” said Alex Lintner, CEO, Vertafore. “In a business where accuracy is paramount and speed in producing policies and processing claims is critical, integrating DocuSign into our products helps agencies of all sizes eliminate errors, increase security and compliance, and improve their profit margins with a better customer experience.”

“In our agency, minutes can make a difference. DocuSign coupled with our Vertafore systems has given us the competitive edge against our competition while ensuring that we’re complying with the signature requirements from our carriers," said Leif Hurst, Director of IT, CoVerica. "Plus, clients love doing business over e-signature and we’re no longer waiting for the mail or having to chase unsigned applications.”

DocuSign and Vertafore help joint customers like ABD Insurance & Financial Services and USI Insurance Services to:

“Vertafore is a technology giant in the insurance industry that shares our mission to transform the way business is done,” said Keith Krach, chairman and CEO, DocuSign. “We’re proud to partner with Vertafore to help more insurance agents achieve their digital transformation with DocuSign’s Digital Transaction Management platform.”

As the official eSignature partner to the Big ‘I’ and its 250,000 members, DocuSign helps more companies keep the business of insurance digital with its industry-leading Digital Transaction Management platform. In addition to eleven of the fifteen top U.S. insurance carriers, the following leading insurance organizations trust DocuSign’s DTM platform as customers: AON, Arthur J. Gallagher, Auto Insurance Specialists (AIS), Banner Life, Brown & Brown, Fidelity National Title, RPS First Premium, Great American Insurance Group, Hallmark, Hylant Group, Kansas City Life, Pacific Life, Pinney Insurance, RightSure Insurance Group, Savings Bank Life Insurance Company of Massachusetts (SBLI), SAIF, Sentry Insurance, Solace Insurance, Starr Companies, The Hanover, Transamerica, and United Automobile Insurance Services.

Companies interested in learning more about DocuSign DTM for the insurance industry may visit or

About Vertafore
Vertafore delivers cloud-based insurance software and services that transform the business of insurance. With the largest customer-base in the industry, more than 20,000 agencies and carriers leverage Vertafore’s insurance solutions that are built on today’s most advanced cloud, mobile, and information technology platforms. Only Vertafore offers the most complete portfolio of solutions for agencies and carriers to drive efficiencies and increase profitability – including agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management. For more information about Vertafore, visit and follow the company on Twitter, Linkedin, and Facebook.


Media Contact:
Bailey Fox
(Barokas PR for Vertafore)
(206) 264-8220