Catalyit Guide

Electronic Signature

Electronic signature technology streamlines document signing, enhancing security, compliance, and efficiency while eliminating paperwork and enabling remote client approvals.
Section I: E-Signature in 2025
  
Section I

E-Signature in 2025

What is Electronic Signature technology?

Electronic signature technology enables insurance agencies to securely and efficiently obtain client signatures on important documents. These tools streamline workflows by allowing clients to sign forms digitally, eliminating the need for physical paperwork and in-person meetings. With features like encryption, audit trails, and integration with agency management systems, electronic signatures improve compliance, save time, and enhance the client experience by making the signing process quick, convenient, and accessible from anywhere.

This guide can help...

  • Workflows, Processes & Automation
  • Starting an Agency
  • Documentation/Carrier/State Compliance
“Electronic signatures have become crucial due to their enhanced security compared to traditional ink signatures. They serve a wide range of purposes, such as signing contracts and applications, verifying documents, and sending digital requests. For a modern insurance agency, it is imperative to have an electronic signature platform.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for an e-signature platform that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

Types of E-Signatures

There are different types of e-signatures available on the market, each with its own advantages and disadvantages. For example, some solutions require a high level of security, work across multiple devices, and allow for a more seamless experience with online transactions.

Irrevocable

E-signatures help avoid the risks that may come with manual signatures and offer a more secure way of proving you are who you say you are. An electronic signature should be irrevocable, so it cannot be changed or withdrawn once it has been issued.

User Experience

The user experience should be easy to use and intuitive.

Multiple Device Support

Make sure multiple devices, such as desktops, laptops, smartphones, and tablets, are supported. This will help avoid having the same issue with each device and optimize for maximum performance.

Costs vs. Features

Costs can vary between different providers. Ensure you only pay for the features you need and will use.

     
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

Foxit ESign
Foxit ESign

Foxit ESign
by Foxit ESign

Break away from cookie-cutter eSign solutions and empower businesses to get...

Electronic Signature

Adobe Sign
Adobe Sign

Adobe Sign
by Adobe Sign

Acrobat’s got it — which means you have all the PDF tools you need to get w...

Electronic Signature

DocuSign
DocuSign

DocuSign
by DocuSign

More than a million customers and a billion users trust DocuSign with their...

Electronic Signature

Authentisign
Authentisign

Authentisign
by Lone Wolf Technologies

Transaction management isn’t just for agents. With our real estate transact...

Electronic Signature

Formstack Sign
Formstack Sign

Formstack Sign
by Formstack Sign

Save your team over 17 hours per week with workflow automation software tha...

Electronic Signature

Bridge
Bridge

Bridge
by The Redcliffe Group, LLC

Insurance agency marketing and communications just got a whole lot easier. ...

Marketing Automation & Email Phone Systems Chatbots Electronic Signature Sales Management

SuretyMasterBonds
SuretyMasterBonds

SuretyMasterBonds
by XeneX

SuretyMasterBonds together with SignatureMaster allows the financial indust...

Electronic Signature Specialty Solutions

PandaDoc
PandaDoc

PandaDoc
by PandaDoc

Say goodbye to the hassle of traditional document signing. Collect signatur...

Electronic Signature

Paperclip
Paperclip

Paperclip
by Paperclip

Trusted in data. Transformative in security. Backed by 32 years of trust an...

Electronic Signature

RightSignature
RightSignature

RightSignature
by RightSignature

A better e-signature solution: RightSignature + ShareFile. RightSignature i...

Electronic Signature

Dropbox Sign
Dropbox Sign

Dropbox Sign
by Dropbox Sign

With products for cloud storage and sharing, eSignature, document tracking,...

Electronic Signature

Docubee E Signature Platform
Docubee E Signature Platform

Docubee E Signature Platform
by Docubee

One Tool for Better Productivity. Esignature with automation to make every ...

Electronic Signature

eSign
eSign

eSign
by Nintex

From uncovering automation opportunities, to measuring the efficiency and a...

Electronic Signature

RSign
RSign

RSign
by RPost

RSign specializes in e-signatures, forms automation, and digitizing tran...

Electronic Signature

WeSignature
WeSignature

WeSignature
by WeSignature

WeSignature allows you to sign documents online and accept payments simulta...

Digital Payments Electronic Signature

    
Section IV

How does each solution compare against one another?

Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.

Brand/Product name
Signers Required to Create Account
Sign on Mobile Devices
Agency Branding
Decline to Sign
Delegate Signing to Another Signatory
Text Reminders
Upload Documents
Digital Certificate Created
Multi-Factor Authentication
Last Updated
      
Section V

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

71%

Agencies using an e-signature platform/service

Catalyit Goes Deeper

Electronic signature technology allows agents to sign and send documents electronically, eliminating the need for printing, mailing, and faxing. This reduces turnaround time and errors while enhancing the customer experience. DocuSign is the leading electronic signature platform, with nearly 50% of respondents using it. Its partnerships with AMS ensure ease of use. Electronic signatures are legally binding, and most platforms provide a secure audit trail, protecting agents from fraud and liability. By embracing electronic signatures, independent agents can close deals faster, reduce administrative costs, and increase efficiency and productivity.

Most Used
% Use
Avg. Rating
DocuSign
46%
4.4
Formstack
12%
4.2
Adobe Sign
12%
4.1
RSign by RPost
8%
4.0
Indio (Applied)
5%
4.4
Citrix RightSignature
4%
4.3
Assuresign
2%
4.2
Bridge
1%
4.3
HelloSign
1%
4.8
WeSignature
1%
4.7
Other
8%
4.6
      
Section VI

Have questions?

The Catalyit Team is here to help! Get in touch with us.

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
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Contributors:

Steve Anderson

Steve Anderson

Mark Parrish

Mark Parrish

Guide Last Updated: January 2025