The insurance industry has significantly transformed, with new entrants reshaping who delivers insurance and how it is delivered. Insurance carriers and agencies are adapting to effectively compete, deliver a better customer experience, improve efficiencies and minimize risk.
Carriers and agencies use Docudash to empower their teams and agents to deliver more value with less paperwork. With Docudash, you can:
Agents are on the front line of the insurance business, and staying a step ahead of the competition is critical to an agent’s success. Whether your agency consists of just one agent or hundreds, Docudash can help you:
Improve customer retention by offering fast and convenient services. Whether your business spans personal, commercial or group lines, Docudash can help you:
Digitize critical agreements across the customer lifecycle.
Prepare, sign, act on and manage your agreements with Docudash. You can use our suite of products, our 400+ integrations and our award-winning APIs to speed up transactions, streamline processes and deliver an amazing customer experience–all while maintaining security and compliance.
Featured products include:
Securely send and sign policy or claims agreements and disclosures electronically, and maintain a complete audit trail. Reach policyholders faster with SMS notifications and simplify claims submissions with drawing capabilities.
Manage the full agreement lifecycle from automated generation to real-time negotiation to storage and search for complex underwriting and claims documents.
Secure access to agreements for new policies and claims submissions by choosing from a suite of proven authentication and ID verification options.
Sign and notarize documents remotely and electronically via a secure audio-visual session. Mitigate risk with a robust, tamper evident audit trail.
Provide near real-time visibility into threats and incidents to help you respond quickly and mitigate risks as they relate to your Docudash agreements and processes.
Use the Docudash Accelerator for Guidewire PolicyCenter and ClaimCenter to accelerate turnaround on policy applications, claims submissions, and more.
Sign and manage insurance agreements with a round-trip integration to Applied Epic.
Automate agreement signing and management within Vertafore’s AMS360, QQCatalyst, FinancePro and Sircon platforms.
Accelerate policy sales and send agreements for signature without ever leaving Salesforce.
Learn how this carrier streamlined operations and workflows while drastically reducing paper consumption.
Learn how this agency weathered the pandemic and shifted to a new normal with Docudash eSignature & Applied Epic.
Learn more about insurance companies use Docudash.
Learn how insurance organizations can modernize their systems of agreement to get business done faster with less risk, lower costs, and better customer experiences.
Learn how to digitize insurance industry processes with Docudash.
Read this report by Docudash, Salesforce Vlocity, and Harvard Business Review on how global insurance executives are evolving their distribution channels.
