Streamline Document Requests with a Boilerplate Insurance Document Management System
Boilerplate is a cloud-based document management system and e-signature tool that empowers insurance carriers and brokers to streamline processes, increase transparency, and improve client experience.
Schedule A Free Consultation
Fast-Track How Your Insurance Firm Operates with Our Full-Service Online Document Management
As an insurer or broker, you have to handle an overwhelming amount of documentation daily. From applications to underwriting and claims, you have to exchange hundreds of documents with customers, which is no longer feasible manually.
Save time and money, improve accuracy, and delight customers when managing documentation for:
Boilerplate is an online document management tool for insurance that modernizes the whole experience by allowing you to create a quick, seamless document intake and e-signature process that boosts conversion and client satisfaction while preserving security and compliance.
What People are Saying
We're creating something truly groundbreaking, an innovation that has never been attempted before, and the buzz from our customers, partners, and users is spreading like wildfire.
.jpg)
Commercial insurance broker
Discover how our software portals helped one insurance broker save over $100k per year by efficiently managing data requests from insurance clients
Efficiency + Customer Experience
Boilerplate provides an easy documentation request experience for everyone.
Eliminate the manual paperwork
Document automation and e-signature allow insurers and brokers to process documentation completely online, freeing them from the burden of paperwork and administrative tasks. You can focus on exploring new opportunities and serving customers better.
Increase customer satisfaction
Online document management ensures insurers can process documentation faster, empowering customers to sign papers digitally from anywhere, anytime, and using any device. This accelerates transactions and improves customer experience.
Maintain security and compliance
Maintain electronic audit trails of all your signed contracts and consent forms, and keep your operations free from fraud. Boilerplate keeps your critical documents secure round the clock with enterprise-level cloud security.
Improve operational productivity
With fast processing and no manual document management, your team can concentrate on their main objectives – attracting and serving clients and profitability, while keeping daily operations frictionless.
Why Choose Boilerplate?
Security
Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.
No Code, Easy to Use
You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces all other applications with an end-to-end, secure platform. Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.
Optimized Workflow
When documents are managed electronically, it is more agile and efficient to assign each workflow, as employees can easily find the documents and information they want while conforming to working protocols and procedures.
Seamless Integrations
Our APIs make integrations with your existing tools easy, saving you thousands of hours annually. You can also export files for easier collaboration.
Use-Cases of Boilerplate
Our cloud-based document management and e-signature platform for insurance simplifies use-cases across the entire customer lifecycle.
Applications and New Accounts
Transform the entire process with automated document intake, workflows, and an easy-to-search centralized repository.
Underwriting
Seamlessly ask customers for digital documents to support your underwriter’s due diligence process.
Claims
Mobile-friendly Boilerplate solutions can slash your claim intake times to just a few minutes per claim with everyone knowing what’s still missing.
Policy Changes
Our cloud-based, easy-to-deploy document management system is equipped with a real-time visual tracker to ensure transparency that all required documents have been processed.
Transform the way your insurance business operates with Boilerplate document intake & e-sign platform.
Schedule A Free Consultation.png)
.png)
.png)
.png)
.png){kind=icon}