Vertafore + DocuSign

Get documents signed in minutes, not days or weeks.

Responsiveness is key to superior customer service.  Vertafore has partnered with DocuSign to provide the insurance industry with an electronic signature process that starts and ends in your management system. With DocuSign, documents are sent for signature quickly, easily and securely. Once signed, the documents are automatically filed in AMS360 or the Vertafore Agency Platform – without the need to scan or manually create an Activity.

Why DocuSign?

Delight Your Customers

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.

Increase Speed to Revenue

Customers complete documents in minutes, without errors, enabling your staff to spend less time tracking down signatures.

Reduce E&O Exposure

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

"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

Sattler Insurance