Modernize Insurance Document Workflows

Challenges We Solve
Common obstacles organizations face in insurance.

Policy Turnaround
Slow quote-to-bind processes lose business to faster competitors.

Claims Processing
Paper-based claims handling is slow, expensive, and frustrating for customers.

Agent Productivity
Agents spend too much time on paperwork instead of selling and servicing.

Regulatory Compliance
Insurance regulations require specific forms, disclosures, and retention.
Compliance & Regulatory
Meeting the compliance requirements of insurance.
SOC 2 Type II
Independently audited security controls
GDPR
EU data protection compliance
ESIGN / UETA
Electronic signature compliance
CCPA
California privacy law compliant
Benefits for Insurance
How Propper helps insurance organizations succeed in a digital-first world.
- Instant policy document generation
- Digital signature for applications
- Automated disclosure delivery
- Claims document collection
- Agent portal integration
- Long-term document retention

Common Use Cases
How insurance organizations use Propper.
Powered by Propper
The Propper platform components that power this solution.

Fabrik defines how agreements move through your organization, reducing manual coordination, follow ups, and approval delays. This reduces approval delays and the labor cost of managing exceptions.

Sign keeps execution inside the same workflow, eliminating the need for separate signing tools and reducing processing overhead. This removes the need for separate signing software and associated licensing costs.

Click captures policy and terms acceptance with a verifiable record, removing manual tracking and compliance risk. This eliminates manual compliance tracking and reduces policy enforcement overhead.

Locker uses proprietary AI to store, search, and reference agreements, turning documents into structured data that supports reporting and dashboards. This turns agreements into usable data, reducing reporting effort and enabling cost visibility through dashboards.

Ready to Transform Your Document Workflow?
See where your agreement process is creating unnecessary cost and how Propper helps eliminate it.