Send BOR letters, consent forms, and policy change authorizations for signature directly from the client record. Signers draw or type their signature, and the completed PDF lands back in the documents tab automatically.
Pending
12
-3
Completed Today
8
+5
Avg. Turnaround
2.4 hrs
Completion Rate
94%
+2%
What it is
Most e-signature tools are built for generic contracts. Insurstein's e-signature workflow is purpose-built for P&C agencies — send BOR letters, consent-to-rate forms, supplemental applications, and policy change requests directly from the client record. Signers choose between drawing or typing their signature with three professional font styles. Multi-signer support handles sequential or parallel signing, and every completed document is automatically filed to the client's documents tab with a tamper-proof audit trail.
Signature requests originate from the client profile, so every signed document is automatically linked to the right insured, policy, and producer. No manual filing, no lost attachments, no searching through email for a completed PDF.
Every signed document is hashed with SHA-256 at the moment of signing, with the signer's IP address and timestamp recorded in an immutable audit log. If a carrier or auditor ever questions a signature, the verification trail is right there in the system.
Core capabilities
Send broker of record letters, consent-to-rate forms, and policy change authorizations for signature via secure link.
Documents are sent as secure, tokenized links that expire after a configurable window. Recipients open the document in a branded signing experience without needing to create an account or download an app.
Signers choose between drawing their signature on screen or selecting from three professional font styles.
Touch-optimized drawing canvas works on phones and tablets. Typed signatures render in three curated fonts so signers can pick the style that feels right. Each method captures the same legally binding consent and audit data.
Route documents to multiple signers in sequential or parallel order depending on the workflow.
Sequential signing ensures the agency principal signs before the client, while parallel signing lets all parties sign simultaneously. The system tracks each signer's status independently and sends automatic reminders on your schedule.
Every signed document is cryptographically hashed to guarantee the content has not been altered after signing.
At the moment each signature is applied, the document's SHA-256 hash is recorded alongside the signer's IP address and UTC timestamp. Any modification to the PDF after signing would produce a different hash, making tampering immediately detectable.
Completed, signed PDFs are automatically saved to the client's documents tab with no manual upload required.
Once all signers have completed the document, the finalized PDF is filed to the client record and tagged with the document type, signing date, and associated policy. Producers and CSRs see it instantly without waiting for someone to forward an email.
Every action — sent, opened, signed, declined — is logged with timestamps and IP addresses in an immutable trail.
The full lifecycle of every signature request is captured: when the link was sent, when it was first opened, when each signer applied their signature, and from which IP address. This audit trail satisfies carrier and regulatory requirements for proof of authorization.
What they don't do
Legacy workflows require printing a BOR letter, mailing or faxing it for a wet signature, then scanning the signed copy back into the system. E-signatures eliminate every step of that paper chase.
When signed documents come back as email attachments, they get buried in inboxes and forgotten. Insurstein files completed documents automatically so nothing slips through the cracks.
Manually following up with clients who haven't signed is tedious and easy to forget. Automated reminders and real-time status tracking keep every request moving without producer intervention.
Third-party e-signature tools have no understanding of insurance documents, policies, or client records. Insurstein's signing experience is built around the forms and workflows agencies actually use.
Without cryptographic hashing, there's no way to prove a document wasn't altered after signing. SHA-256 hashing and IP logging create an indisputable chain of custody for every signed form.
Standalone e-signature tools charge per envelope or per sender, and costs add up fast when you're sending BOR letters and policy changes daily. Insurstein includes e-signatures as part of the platform.
What it takes off your plate
Tokenized, expiring links are generated for each signer so documents can be signed without creating an account or logging in.
Automatic email notifications go out when a document is ready to sign, and follow-up reminders are sent on your configured schedule until the signature is complete.
When sequential signing is configured, the system ensures each signer receives their invitation only after the previous signer has completed their portion.
SHA-256 hashes are computed and stored at the moment of signing, so document integrity can be verified at any time in the future.
Completed documents are filed to the client's documents tab, tagged with the document type and associated policy, without any manual action.
Unsigned requests that pass their expiration window are flagged and can be re-sent or archived, keeping the signature queue clean and current.
A day in the life
9:00 AM
A producer wins a commercial account and sends a broker of record letter for signature directly from the prospect's record. The insured and the agency principal are both added as signers in sequential order.
9:45 AM
The insured opens the secure link on their phone during a coffee break, draws their signature on the touch screen, and submits. The system records the timestamp and IP, then routes the document to the principal.
10:15 AM
The agency principal receives a notification, reviews the signed BOR letter, types their signature using their preferred font style, and completes the document.
10:16 AM
The completed BOR letter is hashed, sealed with the full audit trail, and filed to the client's documents tab. The producer sees it immediately without waiting for anyone to forward an email.
2:00 PM
A consent-to-rate form sent yesterday still hasn't been signed. The system sends an automatic reminder to the client with the same secure link, and the producer sees the status update in real time.
Daily impact
Documents Sent
Signatures Collected
Avg. Time to Sign
Completion Rate
Send BOR letters, consent forms, and policy changes for signature from the client record. Signed PDFs file themselves.