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Insurance co-founders keep surplus lines contracts organized and accessible

Insurance co-founders keep surplus lines contracts organized and accessible

Co-founders in insurance misplace completed eSign envelopes, risking surplus lines filing delays and compliance gaps. Ensuring operations and compliance have organized, ready-to-file records.

Insurance co-founders keep surplus lines contracts organized and accessible

Overview

Signed contracts scattered across inboxes delay surplus lines filings and create compliance risk for small insurance firms. Route completed eSign envelopes into your document repository and notify operations and compliance so records are organized, ready-to-file, and misplaced contracts are eliminated.

Notable Features

  • Create organized folder per envelope
  • Upload executed PDFs to repository
  • Alert operations and compliance teams

Insurance co-founders keep surplus lines contracts organized and accessible