PandaDoc for Insurance
Speed up claims, reduce errors, and increase staff efficiency.
Join 50,000+ companies already accelerating workflows with PandaDoc
What you can do with PandaDoc
Expedite your claims process
PandaDoc helps process claims faster by speeding up document creation and eliminating the roadblocks presented by printing, scanning, and signing documents. Claims adjusters can keep claims moving forward thanks to analytics that detail when a client has viewed, completed, or signed documentation.
Reduce document errors and omissions
PandaDoc automatically pulls customer data from your CRM thanks to an extensive library of integrations. Input fields can be assigned to document creators or recipients and designated as mandatory, ensuring that forms are filled out entirely.
Increase staff efficiency
PandaDoc streamlines the creation of claim documents, quotes, and more thanks to a customizable template library, a drag and drop document editor, and smart fields that guide users through document creation.
Why PandaDoc?
Built-in eSignatures
eSignatures will change the way your adjusters and customers interact with their insurance documents for the better. Our electronic signatures are ESIGN compliant and allow recipients to sign documents from any computer or mobile device without having to print or download an app.
Get up and running quickly
PandaDoc is built to deploy in hours, not months. There’s no code to configure or software to download, and users can get up to speed and start using PandaDoc with very little training needed.
Works with the tools you already use
We’ve designed PandaDoc to plug right into the CRM, accounting, storage, and support tools your team is already familiar with. If you use a tool that’s not part of our integration library, our team can help you build a custom integration with the PandaDoc API.
"We’re saving 3,000 hours annually and we’re three times more efficient… In the past year, we’ve been able to 10x our document management efficiency because of our partnership with PandaDoc. I’ve never been more impressed [with customer support]. They respond to me in less than an hour, even if there’s not a fix needed. It makes me feel like they’re always there for us."
Digital Product Manager
Streamline your document workflow
Get personalized 1:1 demo with our product specialist.
- Tailored to your needs
- Answers all your questions
- No commitment to buy
Schedule your free live demo
- Fill out the form
- Book a time slot
- Attend a demo
By submitting this form, I agree that the Terms of Service and Privacy Notice will govern the use of services I receive and personal data I provide respectively.