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Use case overview
An insurance agent uploads an application form to their pdfFiller account, adds fillable fields, and makes the form public on their website via a QR code or a shareable link. Clients can then easily fill out, eSign, and submit the form from any desktop or mobile device. Filled applications are automatically sent to the insurer’s pdfFiller inbox. Based on the obtained application data, the insurance provider can then create a personalized policy document from a premade template and send it to the applicant for review and signing.
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.
Do you have 10+ co-workers collaborating on documents in your organization? We have a solution for your entire team
Get premium functionality starting from $15/month for up to 10 users – try the best offer on the market.
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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 life insurance application process workflow
1.
Register your pdfFiller account. You can try pdfFiller risk-free with a 30-day trial.
2.
Upload your company’s insurance application form to your pdfFiller account, create one from scratch, or find it in the online library.
3.
Open the uploaded document in the editor. Then, add fillable fields to the form. Your application form is now ready to be filled out.
4.
Make the application form public using LinkToFill.
5.
Enable extra security features to ensure the safe transmission of your clients’ private data.
Note: HIPAA compliance is available to Premium for Enterprise and airSlate Business Cloud users only.
6.
Generate a QR-code for the application form, publish it on your website, or share it via a short link.
Pro tip: Remember to connect a suitable payment method as you may require applicants to pay for their insurance policy once they submit the form.
7.
Once a client completes and eSigns the application form, you’ll find its executed copy in your pdfFiller inbox.
8.
Prepare an insurance policy template. Upload the document and add fillable fields to the declaration page. Then, save the document as a fillable template so that you can re-use it in the future.
9.
Create a personalized policy from the template. Pre-fill the declaration page and email the document via signNow.
You will be notified once the policy is signed and will receive its copy in your inbox.
Pro tip: Save time pre-filling multiple policies using Fill in Bulk. You can pre-fill up to 1,000 documents at a time, adding information from your database or CRM to a table.
insurance professionals choose pdfFiller?