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.

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insurance document management software

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:

Client intake
Account Changes
Policy changes‍

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.

School Interview
My assistant spends half of her time chasing down documentation. Now she can spend that time doing business development.
Commercial insurance broker

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?


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.

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Applications and New accounts

Transform the entire process with automated document intake, workflows, and an easy-to-search centralized repository.

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Due Diligence

Seamlessly ask customers for digital documents to support your underwriter’s due diligence process.


Mobile-friendly Boilerplate solutions can slash your claim intake times to just a few minutes per claim with everyone knowing what’s still missing.

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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.

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