Insurance Document Automation
Insurance Document Process Not Work(flow)ing?
Docubee empowers agents to collect and route policyholder data, generate personalized documents, and process applications and claims fast.
Why Docubee for Insurance Agencies?
Gain Customer Insights
Make getting responses from customers easy with fillable forms that power your documents.
Personalize Policies in One Click
Hassle-free bulk sends are possible with personalized, auto-populated fields.
Do More with a Smaller Team
Don’t let headcount stand in your way. Create a reliable, error-free contract management process built to scale.
Create a Consistent Experience
Create a unified experience across the platforms you use for all stakeholders involved.
Docubee: More than Just a Digital Signature Tool
Generate Documents Using Collected Data
Docubee offers fast and secure client data collection using on-site embeds and robust encryption. Use data to generate personalized documents for error-free efficiency.
eSignatures from Any Device
Customers can jump in, view documents, and submit eSignatures on any internet-connected device they choose — no login needed.
Scale Operations as Needed
Starting small or facing employee attrition? Don't let it stop your growth. Docubee empowers teams to fill gaps and scale using advanced automation and collaboration features.
Securely Manage Data
Avoid errors and time management issues with secure collection, retrieval, and routing of client data.The Data Security Your Agency Deserves
Never worry about fraud and data breaches with Docubee. We offer robust data protection, including tamper-proof documents, secure payment processing, segmented employee access, and two-way authentication to give your clients peace of mind.
How Insurance Agencies Use Docubee to Get Ahead
Streamlined Policy Contracts
Say goodbye to manual errors and inefficiencies in crafting insurance policy contracts. Create and manage policy contracts using customizable templates and automated workflows.
Simplified Insurance Applications
Complex and time-consuming insurance applications should be a thing of the past. Automate the application process with secure data collection and document generation for stress-free applications for all parties involved.
Automated Insurance Letters
No more generating insurance letters the manual way. Docubee automates the process using AI generation and pre-made templates to save you time while ensuring accuracy.
Health Insurance Contracts Made Easy
Manage health insurance contracts from start to finish in Docubee’s secure, HIPAA-compliant platform.
Efficient Claim Reports
Manual handling of claim reports can lead to delays and inaccuracies. Docubee automates client data collection, generation, and management of claim reports for a better customer experience.
Integrate with Your Favorite Insurance CRMs
Docubee integrates with top insurance CRMs, giving you access to collected data in the platforms you’re already using and more.
Frequently Asked Questions
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What is an insuring agreement?
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What makes an insurance contract valid?
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Is an insurance policy a contract?
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What kind of contract is an insurance policy?
