pdfFiller allows insurance providers to enter into non-disclosure agreements with companies and individual clients faster — all while reducing costs for paperwork and improving the customer experience. Your clients can now eSign NDAs on the go from any device.
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Use case overview
An insurance agent uploads a confidentiality agreement to their pdfFiller account and adds fillable fields to the document. Once saved, the agreement can be pre-filled with the insurance provider’s details and converted into a reusable template. The company’s staff can then easily send the fillable NDA to the customer for eSignature.
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.
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