Vertafore Extends Partnership with DocuSign to Drive the Digital Transformation of Business

November 22, 2016 /

FinancePro Integration with DocuSign Gives Agents Secure Digital Contract Management

Bothell, WA – November 22, 2016 Vertafore, the leader in modern insurance technology, announced today it has integrated with DocuSign to help FinancePro® customers transform their business by going fully digital. As the global standard for Digital Transaction Management (DTM) and eSignature, DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence. DocuSign enables insurance companies to make every agreement fully digital to keep life and business moving forward.

FinancePro is a comprehensive web-based premium finance loan management solution with reports, notices, payment processing, quoting and account status, and compliance in all 50 states. The integration with DocuSign allows customers to complete documents quickly, easily and completely on any device all within FinancePro, creating a convenient and secure process for agents and insureds. By creating a seamless and digital process, agencies and brokers who offer premium financing can spend more time focusing on clients and less time chasing down paperwork.

“We are proud to partner with DocuSign as their secure, cloud-based platform is trusted by companies and consumers around the world,” says Neil Snowdon, VP of development and product leader at Vertafore. “With our latest integration of FinancePro and DocuSign, we’re able to offer our premium finance customers a safe, reliable, and secure way to interact with their customers while saving time and costs by going digital.”

“We’re pleased to broaden our Vertafore partnership and welcome FinancePro and its customers to the DocuSign Global Trust Network of more than 250,000 companies and more than 100 million users in 188 countries,” said Mark Register, SVP of Business Development and Channels at DocuSign. “Vertafore is helping bring the value of DocuSign DTM and eSignature to more insurance companies around the world so that they can achieve all the benefits of the fully digital business.”

By leveraging FinancePro with DocuSign’s industry-leading eSignature solution, Vertafore customers can:

  • Realize revenue faster – Documents get completed and signed error-free in minutes, radically accelerating cycle time to generate results – and revenue – sooner.
  • Automate back-end document processing – DocuSign automatically pulls and updates information in existing business systems to eliminate manual rekeying of data and associated errors.
  • Reduce operating costs – Reduce employee time spent preparing, sending, tracking, reconciling and handling documents, and eliminate paper, ink, printing, faxing and mail costs.
  • Increase customer satisfaction – DocuSign offers customers the convenience of signing anytime, anywhere, on any device.

As the official eSignature partner to the Big ‘I’ and its 250,000 members, DocuSign is helping Vertafore drive a digital revolution in the insurance industry. In addition to FinancePro, Vertafore offers the only agency systems with built-in integrations to DocuSign with AMS360® and the Vertafore Agency Platform.  These integrations empower insurance agents to accelerate the speed of transactions to earn revenue faster, reduce costs and increase security and compliance – all while offering a better client experience.

About DocuSign, Inc.

DocuSign® is changing how business gets done by empowering anyone to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. DocuSign and Go to keep life and business moving forward. For more information, visit call +1-877-720-2040, or follow us on Twitter, LinkedIn and Facebook.


Copyright 2003-2016. DocuSign, Inc. is the owner of DOCUSIGN® and all of its other marks, All other marks appearing herein are the property of their respective owners.



Gregor Perotto 

DocuSign, Inc.

+1 (206) 576-8081


About Vertafore  Vertafore’s comprehensive insurance management software solutions lead brokers and carriers to adapt to an evolving insurance industry to efficiently scale their businesses through deeper access to information and insights. The Vertafore product line is built on a platform, empowering customers and other solution providers to adapt and thrive as the market changes. Vertafore’s platform features fast innovation, partnerships with the best technology companies, and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs, and state governments. For more information about Vertafore, visit, read the company’s blog, and follow the company on TwitterLinkedin, and Facebook.

About RiskMatch RiskMatch is a business intelligence and analytics company that delivers a suite of web-based solutions for insurance brokers and underwriters throughout the U.S. Its patented platform delivers an array of portfolio management, analytic and data management services designed to enable brokers and underwriters to enhance performance, reduce costs, facilitate growth, and improve their client service capabilities. For more information, visit the RiskMatch site.


Brian Brady Public Relations Manager, Vertafore +1 (720) 787-3114

Alex Stanton Stanton Public Relations & Marketing +1 (212) 780-0701