eSignature Solutions for Insurance

CocoSign prides itself on digitally transforming how contracts and agreements are prepared in the insurance industry. Our solutions enable insurance providers of all sizes to automate the process of document creation for both in-house and second-party needs. With flexible pricing and a wide range of offerings, your entire department will benefit from CocoSign.

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Learn How CocoSign Improves Document Workflow for Insurance Businesses

Hundreds of Ready-to-use Templates

At CocoSign, you can find hundreds of ready-to-use templates to download and use for your insurance firm. This will help you in preparing contracts and agreements faster and accelerate deal confirmation.

Streamline Your Insurance Documents

Insurance is a paper-intensive industry. CocoSign’s document services enable insurers to streamline their document creation and management process. You can manage the process across multiple platforms and keep everything in sync. Document management has never been easier.

Cutting Down Cost on Paper

You save money while using CocoSign’s online services. Reduced physical paperwork contributes towards cost reduction and fewer needs for printing and scanning. Our clients have witnessed a 30-40% cost cut from the first month itself.

Legally Practicable and Auditable

The documents created via CocoSign’s online software are practicable in the insurance industry and are compliant with the latest industry standards. In reviews and disputes, these documents are auditable and will be accepted by law firms as valid.


Safe and Secure

Our entire website is protected with advanced encryption technologies to secure your documents and confidential information. Two-factor authentication provides an additional layer of safety and security.

Let Clients Sign From Mobile

Your insurance clients will love it when getting the flexibility of signing and uploading the documents from anywhere they want, including mobile and tablet devices. This is how you can build brand loyalty by providing clients the best e-signing experience.

Use Cases

Small, mid-sized, and large insurance companies are using electronic signatures in a situation like:

  • Application approval
  • Insurance renewals
  • Policy amendment
  • Certification
  • Claims processing
  • Claims reporting
  • Expense reporting
  • Dispute processing
  • IT Asset Tracking
  • HR documents
  • ID documents

Insurance busy work has never been easier

Fill out medical insurance paperwork

Find and quickly fill out the medical insurance form you need. CocoSign allows you to edit, sign, and send online.

Check insurance-medical-forms here

Create quick agreements

CreSelect and quickly sign an agreement template online. Request signatures from other parties from your CocoSign account.

Check agreement templates here

Sign legally-valid contracts

Save time by filling out a pre-made contract template. Sign and send it out using CocoSign's top-tier e-signature tools.

Check contract templates here

Insurance FAQs

How can CocoSign help me with my insurance paperwork?

CocoSign offers powerful document signing and management tools. That means you can realistically move your insurance paperwork online and get more work done faster. The platform offers a host of useful features that can speed up or simplify your work process, from email reminders to custom branding.

Why should I choose CocoSign over other insurance-friendly e-signature solutions?

CocoSign is user-friendly, powerful, and (perhaps most importantly) affordable. It beats the majority of the top-tier e-signature solutions on the cost-to-features ratio. It's suitable for small businesses and enterprises, and also comes with excellent customer support.

What kind of documents does CocoSign support?

CocoSign supports all sorts of documents, from contracts to waivers to petitions. Any document that you convert to a digital format, you can sign and manage through CocoSign.

Can I send out insurance paperwork using CocoSign?

Yes, you can send out insurance paperwork through CocoSign. This includes contracts, forms, waivers, and other documents. CocoSign supports all popular electronic document formats.

Is it safe to upload insurance paperwork on CocoSign?

Yes, it's safe to upload insurance paperwork and store it on CocoSign. CocoSign follows the latest security best practices, including encryption. You can have your documents auto-delete after a certain period of time.

Is CocoSign legally valid?

CocoSign is a legal solution that can create legally-valid documents, yes. Any document you sign electronically through CocoSign will be accepted in 60+ countries all over the world.

Do I need an account to use CocoSign?

You need a CocoSign account to access CocoSign's advanced features like user role and access management and signature history and audit, which might be beneficial to your insurance business. You can sign a document without an account, but you will need to log in through your Google account to download it.

Easier, Quicker, Safer eSignature Solution for SMBs and Professionals

  • No credit card required
  • 14 days free