Digital Insurance Policy Documents

Make buying and managing insurance policies easier for everyone using digital forms and automation. Your customers and agents will thank you.

Benefits of Digital Insurance Document Processing

Use eSignatures for Insurance Documents

Digital forms make sending documents fast. And obtaining signatures even faster. Spend less time chasing documents and more time closing new accounts.

Offer the Convenience that Customers Demand

Fast service is a part of delivering great customer experiences. With digital documents and eSignatures, insurance agents can focus on what matters most—being there for your customers.

Speed Up Processes with Templates

Don’t allow document creation to get in the way of securing new clients and processing claims. Insurance document management is faster with OnTask’s pre-built templates for quotes, policies, and claims reports.

Reduce Human Errors

Missing sections in an insurance claim. Forgetting to send reminders to new clients. Never again. With insurance automation, you can set up eSignature reminders and build templates to reduce manual errors.

Get Started with Insurance Automation

It’s time to take workplace productivity and customer satisfaction to the next level. With insurance automation, you can build workflows that simplify underwriting new policies and processing claims.

This is all possible with OnTask’s automation features and pre-built templates.

Secure and Compliant Insurance Documents

Protect Customers from Fraud

OnTask is PCI compliant, which reduces the risk of credit card fraud. Empower your agents to safely collect credit card information to process online transactions.

Safeguard Patient Data

Processing health insurance applications and claims shouldn’t put customers at risk. Now, it doesn’t have to. OnTask is HIPAA compliant and offers enterprise-level security using advanced encryption technologies.

Maintain Customer Privacy

Social security numbers. Birth dates. Addresses. As an insurance agent, your role is to protect client data at all costs. Our GDPR-compliant platform allows you to gather data, request consent, and perform erasure via automated workflows.

Build Consumer Confidence

Digital documents and eSignatures make life easier for customers and insurance agencies. But it shouldn’t come at the cost of their security. With OnTask, client data is stored and sent securely using Amazon AWS cloud and military-grade encryption.

“We’ve really been enjoying using OnTask – it has streamlined many of our processes and saved the entire team a lot of time and steps in getting contracts and forms signed.”

Pat Sanchez, Customer Support Manager at eBridge,  Inc.

Automation for Insurance Companies

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Insurance Agents

Matching policies to client needs (and budgets) is what you’re best at. Why waste hours on manual paperwork when you don’t have to? OnTask simplifies managing new and existing customers by automating the onboarding process.

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Claim Clerks

Reviewing insurance claims for completeness and accuracy is tedious. Stop wasting time writing extensive reports from scratch by using OnTask’s pre-built templates and automation tools.

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Customer Service Representatives

Answering questions. Resolving problems. Anything you can do to make customers’ lives easier, you’ll do it. With OnTask’s automation features, you can make applying for insurance and making claims a breeze for everyone.

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Filling out lots of paperwork is the worst part for customers. Now, you can make applying for insurance and filing claims fast using digital forms and signatures. Plus, automated routing ensures documents are always in the right hands at the right time.

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Investigating insurance claims requires a careful eye for detail. With OnTask, form filling and eSignature requests are automated, so you can focus on inspecting the damage and calculating losses.

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Company Examinations

Analyzing compliance with government and company regulations is time-consuming. Use every minute pouring over data, not hunting down documents using OnTask’s organized storage and file system.

eSignatures for Insurance Documents

No need to remake every insurance document from scratch—embed OnTask’s eSign API directly into the forms and platforms you already use to begin capturing eSignatures right away.

OnTask Integrates with Insurance Management Software

Power your insurance agency with tools like Salesforce, and Dropbox? OnTask integrates with them and thousands more, so you can build a digital workflow that works best for your organization.

Solve Insurance Document Problems with OnTask