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Insurance Document Automation

PandaDoc for Insurance

Speed up claims, reduce errors, and increase staff efficiency.

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PandaDoc for Insurance

Join 68,000+ companies accelerating docs with PandaDoc

Autodesk
SGS
Konika Minolta
Tata Steel
Bonusly
TomTom
Rakuten

What you can do with PandaDoc

Expedite your claims process

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

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

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.

AR

We’re sending quite a few more proposals each week. Now that we have PandaDoc the process is much easier and faster. Making a change to an existing contract used to take hours, with PandaDoc it takes about 30 seconds.

hayes-nelson

Hayes Nelson

Director of Sales, AR

hayes-nelson

Why PandaDoc?

Esignature

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.

Quick Access

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.

Document Integrations Contract

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.

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Customer stories

Thousands, 50,000 actually, use PandaDoc each day to make their document process painlessly simple.

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Learn more about industry-specific PandaDoc offerings

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PandaDoc for Event Services

Sell, plan, and manage event services more efficiently

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PandaDoc for Marketing & Advertising

Plan campaigns, document strategy, and report results

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PandaDoc for Life Sciences

Improve speed to market and regulatory compliance

Try PandaDoc in your document workflow

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