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Joined March 2024 | Last Updated June 2025

Docubee is a secure, cloud-native eSignature and document automation platform that streamlines every step of policy paperwork. From pre-filling forms and handling carrier documents to collecting legally binding signatures and providing long-term storage, Docubee empowers agents to eliminate manual re-keying, reduce E&O exposure, and deliver a seamless digital experience to insureds on any device.

Features & Quick Stats

Key Features

  • Secure eSignature and document automation with long-term storage

  • Insurance-focused workflows for carrier documents and form pre-fill

  • Faster policy turnaround — save up to 50% of time per submission

  • Automatic form and field population to eliminate manual data entry

  • Built-in audit trail for compliance and traceability

  • AI-powered drafting and summarization tools

  • White-label signing experience to reinforce agency branding

  • Developer-friendly with robust integration support

  • One-way and two-way integration options

  • Cloud-native platform accessible on any device

Core Business

eSignature and contract automation for regulated industries, with deep insurance workflow expertise.

How Docubee E Signature Platform Helps Independent Agents & Brokers

  • Faster policy turnaround: Save up to 50% of time per submission
  • Automatic form/field population: Eliminate manual data entry
  • Built-in audit trail: Ensure compliance and traceability
  • White-label signing experience: Improve client satisfaction and reinforce your brand

Integrations

AI Capabilities

Docubee incorporates AI for intelligent drafting and summarization

Partnerships

AWS Partner Network

Certifications & Awards

SOC 2 Type II | ISO 27001 | HIPAA

AWARDS:

  • Tampa Bay Tech Awards: 2021 Project of the Year

  • HR Tech Outlook: 2022 Top Employee Onboarding Solutions Provider

  • G2 2025: Easiest to do Business with – Small Business, High Performer – General & Small Business – Document Generation, High Performer – General & Small Business – eSignature

  • GetApp 2024: Forms Automation Category Leader (Top 10), Digital Signature Category Leader (Top 10), Contract Management Category Leader (Top 10)

  • Software Advice: Forms Automation Front Runner (Top 10), Business Process Management – Best Customer Support, Forms Automation – Best Customer Support, Digital Signature – Best Customer Support, Digital Signature Front Runner (Top 10), Contract Management Front Runner (Top 10)

  • Capterra: Contract Management – Best Value, Business Process Management – Best Value, Forms Automation – Best Value, Digital Signature – Best Value