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.
Fast-Track How Your Insurance Business Operates with Configurable Document Management Request Portals
As a carrier or broker, your team handles an overwhelming amount of documentation requests each day. From applications to underwriting and claims, transform from email-based request lists to structured requests in a secure, organized portal.
Save time and money, improve accuracy, and delight customers when managing documentation requests for:
Boilerplate® is an online document management tool for insurance that modernizes the user experience by allowing you to create a quick, seamless document intake and e-signature process that boosts efficiency 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.
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My assistant spends half of her time chasing down documentation. Now she can spend that time doing business development.
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.
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.
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.
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 like Microsoft 365, Google Workspace, Salesforce and more.
Transform the way your insurance business operates with Boilerplate® document intake & e-sign platform.
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