Digitize your workflow for state-required insurance forms

With pdfFiller, insurance providers can make it easy for their customers to find, fill out, and send state-specific forms, ensuring timely claim coverage and a positive customer experience.

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Use case overview

An insurance agent finds the required claim form provisioned by their state in the pdfFiller online library or uploads a form from their device. The form can then be made public on the insurer’s website via a button, QR code, or short link. As a result, the company’s clients will be able to easily access the form, fill it out from any device, eSign, and then send its copy to whomever it may concern. The insurer will also receive a copy of the form for processing, eSigning, and forwarding to other parties. Thus, the insured spends less time looking for necessary forms and completing them, while the insurer gets filled out documents right away.

Benefits for insurance professionals:

Saved up to 40 employee hours per month

Eliminated expenditures for shipping and scanning documents

Secured environment for the safe storage and transmission of private customer data

Reduced printing costs by 70%

Eliminated form errors and lost files

Learn how pdfFiller customers save money and time

5.0

Using pdfFiller has saved us 110 hours per year at $35.00 per hour as far as we can tell. And that was just the beginning of the savings because that time was put to productive, front end, revenue-producing use so the swing was at least triple in addition to what we saved.

John Hampton

Green Brick Title

5.0

Security was absolutely a critical factor in my decision-making process. A combination of remote storage, redundant backups, and high-grade physical security, combined with pdfFiller’s proprietary online security features like two-factor authentication and PIN-protected folders, mean that I can be sure that my documents are always completely secure.

Ed DeBruyne

Insurance Agency

Learn why insurance agencies choose pdfFiller

Edit PDFs hassle-free

Make instant changes to insurance claims, agreements, and policies in PDF format without having to convert them. Annotate or rewrite PDFs even while on the go.

Streamline application processes

Create a fillable application template and let your customers complete and eSign the form online from anywhere — no need for in-person meetings. Get filled-out applications in your inbox the moment they are submitted.

Autofill multiple documents

Complete insurance claims and policies for each client individually or bulk-fill up to 1,000 forms at once with data from a spreadsheet or CRM. Save time when handling documents for your customers.

Work on documents in teams

Collaborate on contracts, NDAs, and policy documents with teammates. Highlight and blackout text, leave sticky notes and comments. Send PDFs for review and approval in one click.

Get the right insurance forms

With access to pdfFiller’s online library of over 25 million forms, you can quickly find various document templates and customize them to your needs.

Maintain security and auditability

Manage and store your PDFs online in compliance with industry-leading standards. Make sure your contracts are valid and authentic with pdfFiller’s court-admissible Audit Trail.

Check out the most popular state-specific forms for insurers

Do you have 10+ co-workers collaborating on documents in your organization? We have a solution for your entire team

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Send PDFs for signature in a role-based order

Share documents and folders within organizations

Collect data & payments with fillable forms

Maintain enterprise-grade security and compliance

Fill out up to 1,000 forms at once

Extract data in bulk

Automate document workflows

Learn how pdfFiller stacks up against the competition

This chart represents a partial list of features available in pdfFiller, PandaDoc, Adobe Acrobat and DocuSign

PandaDoc

Adobe Acrobat

DocuSign

PDF Editor & Document Creator

Edit PDF

Add Fillable Fields

Conditional fields

Custom Branding

Create documents and forms

Library of forms

Document Converter

PDF Converter

Merge PDF

Security & Compliance

Protect PDF

Encrypted folders

Audit Trail

HIPAA Compliance

Fillable forms

Host Fillable Forms

Collect Payments

Fill in multiple forms at once

Integrations

API

Send to the IRS

Mobile

Mobile Apps

Offline mode on mobile

Notarize

Sell forms

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Step by step guide for a state-specific claim forms workflow

1.

Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.

2.

Find the required form specific to your state (for example, DWC-001) in the pdfFiller online library. You can also upload a form directly from your device.