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Catalyit Guide

Electronic Signature

All you need to know about electronic signature technology.
Section I: E-Signature Basics
  
Section I

Electronic Signature Basics

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 such as encryption, audit trails, and integration with agency management systems, electronic signatures enhance compliance, save time, and improve the client experience by making the signing process quick, convenient, and accessible from anywhere.

Why it matters

An e-signature solution lets insurance agents close business faster by securely getting documents signed anytime, anywhere—eliminating delays, errors, and paperwork bottlenecks.

      
Section II

Electronic Signature in Insurance

Time Is Everything

In the insurance industry, time is everything. Electronic signatures reduce the lag between quote and bind, help agencies close deals faster, and enhance compliance documentation.

Whether you’re processing applications, renewals, or claims, e-signature solutions keep your operations efficient and client-friendly.

Common Insurance Use Cases

Policy applications and renewals

Policy applications and renewals

Client onboarding and compliance forms

Client onboarding and compliance forms

Claims documentation

Claims documentation

Vendor and partner contracts

Vendor and partner contracts
“E-signature tools aren’t a luxury anymore. They’re a baseline must-have for modern agencies. The real power comes when an e signature solution is integrated with your management system or CRM, automatically saving completed docs and keeping everything secure, efficient, and in sync. It’s about speed, security, and not chasing paper.”
Casey Nelson_circle-min
Casey Nelson

Director of Consulting

      
Section III

Set Yourself Up for Electronic Signature Success

1

Review Pain Points

Map where signatures slow down your current processes.

2

Check Integrations

Ensure your e-signature platform integrates with your AMS and CRM.

3

Train Your Team

Train your team to standardize digital workflows.

4

Communicate

Communicate the benefits to clients: faster service, enhanced security, and reduced paper usage.

       
Section IV

Electronic Signature Insurance Solutions

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

Adobe Sign
Adobe Sign

Adobe Sign
by Adobe

Electronic Signature

Authentisign
Authentisign

Authentisign
by Lone Wolf Technologies

Electronic Signature

Bridge
Bridge

Bridge
by The Redcliffe Group, LLC

Marketing Automation & Email Phone Systems Chatbots Electronic Signature Sales Management

Docubee E Signature Platform
Docubee E Signature Platform

Docubee E Signature Platform
by Docubee

Electronic Signature

DocuSign
DocuSign

DocuSign
by DocuSign

Electronic Signature

Dropbox Sign
Dropbox Sign

Dropbox Sign
by Dropbox Sign

Electronic Signature

eSign
eSign

eSign
by Nintex

Electronic Signature

Formstack Sign
Formstack Sign

Formstack Sign
by Formstack Sign

Electronic Signature

Foxit ESign
Foxit ESign

Foxit ESign
by Foxit ESign

Electronic Signature

PandaDoc
PandaDoc

PandaDoc
by PandaDoc

Electronic Signature

Paperclip
Paperclip

Paperclip
by Paperclip

Electronic Signature

RightSignature
RightSignature

RightSignature
by RightSignature

Electronic Signature

RSign
RSign

RSign
by RPost

Electronic Signature

WeSignature
WeSignature

WeSignature
by WeSignature

Digital Payments Electronic Signature

 Pro Tip

Take the Tech Assessment to help identify where electronic signature can be integrated into your current agency tech stack.

        
Section V

State of Tech Report

71%

of Catalyit agencies are using an e-signature platform, and that number continues to grow.

For the fourth year, Catalyit is partnering with Big “I” state associations to survey independent insurance agencies nationwide about their current tech stack. Agencies are sharing the tools they use, their ratings, and where they see the most significant opportunities for improving efficiency and client experience.

Take the Agency Tech Assessment and tell us what powers your agency’s operations. See the results this spring in the 2026 State of Tech in Independent Insurance Agencies Report.

           
Section VI

Catalyit's Electronic Signature FAQ

What agents are asking.

Q: Are electronic signatures legally binding in insurance?

A: Yes. Electronic signatures are legally recognized under the ESIGN Act and UETA (Uniform Electronic Transactions Act) in the U.S. As long as both parties consent to using e-signatures and the platform meets authentication and record-keeping requirements, signed documents are just as valid as those signed on paper. Most carriers and regulators now accept e-signed forms for applications, renewals, and claims.

Q: How do I ensure e-signatures meet compliance standards?

A: Choose a platform that complies with ESIGN, UETA, and GDPR. Look for features like audit trails, signer authentication, time stamps, and encrypted document storage. Many insurance carriers list preferred or approved e-signature vendors, so confirm your choice aligns with their guidelines.

Q: Can I integrate my e-signature tool with my AMS or CRM?

A: In most cases, yes. Leading platforms like DocuSign, Adobe Sign, and Zoho Sign integrate directly with popular AMS and CRM systems. Integration allows you to trigger signature requests automatically, attach completed documents to client files, and track progress in real time—reducing double entry and manual follow-up.

Q: What’s the best way to train my team to use e-signature software?

A: Start by creating a simple workflow guide that outlines when and how to send documents for signature. Provide short demos or recorded training sessions, and encourage staff to practice with internal test documents. Reinforce consistency by setting up templates for common forms (like applications and renewals), and highlight how e-signatures save time, reduce errors, and improve client satisfaction.

       
Section VII

Next Steps

Ready to put e-signature to work in your agency?

Talk to Us
Connect with Catalyit Consulting to develop a customized implementation plan.

Take the Agency Tech Assessment
Identify where digital signatures can save time and reduce errors.

Join Our Next Webinar
Learn how top agencies use e-signatures to boost efficiency and improve service.

Catalyit laptop mock-up

Contributors:

Casey Nelson_circle-min

Casey Nelson

Guide Last Updated: November 2025

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