E-Signatures
Send any document for signature without leaving PrizMova. No separate subscriptions, no context switching, no chasing down wet signatures. Just click, send, and watch signed documents land right back on the policy record.
Every insurance transaction ends with a signature. Applications, binders, endorsement requests, broker-of-record letters, ACORD forms, policy change requests — every one of those documents needs a client's signature before the agency can move forward. For decades, that meant printing, mailing or faxing, waiting, scanning the signed copy, and manually filing it. The process could take days for a single signature.
E-signature platforms like DocuSign solved part of the problem but introduced a new one: agencies now had to manage another subscription, export documents from their AMS, upload them to the e-signature platform, send them out, download the signed copy, and re-upload it to the management system. That is six extra steps for every document — and for an agency processing hundreds of signatures per month, those steps add up to hours of wasted labor.
PrizMova's insurance e-signature solution eliminates every one of those steps. E-signatures are built directly into the platform. You select a document, designate signature fields, choose your recipients, and hit send — all without leaving the policy or client record. When the signer completes the document, it automatically attaches to the correct policy record with a complete audit trail.
Start from any document in the system — a generated ACORD form, an uploaded PDF, a policy application, or a custom template. Click "Send for Signature," and PrizMova opens a lightweight editor where you drag and drop signature fields, date fields, initial fields, and text fields onto the document. Place fields for multiple signers, set a signing order, and add an optional expiration date.
Recipients receive a secure email with a link to review and sign. No PrizMova account required. No app to download. The signing experience works on any device through a standard web browser. The signer reviews the document, taps or clicks to apply their signature, and submits. The entire process typically takes under two minutes.
Back in PrizMova, the completed document appears immediately on the policy record. The original unsigned version is preserved, and the signed version is stored with a tamper-evident seal. Your team gets a real-time notification, and any downstream workflow — such as submitting to a carrier or binding coverage — can proceed without delay.
Every signature event is recorded with a timestamp, the signer's IP address, device type, browser, and geolocation. PrizMova generates a certificate of completion for each signed document that includes the full chain of custody — when the request was sent, when it was opened, when each field was completed, and when the final submission occurred. This audit trail is permanently attached to the document and can be exported as a standalone PDF for E&O defense, regulatory inquiries, or carrier requests.
Your clients are not sitting at a desk waiting for documents to arrive. They are on job sites, in their cars, or at their kitchen tables. PrizMova's signing experience is fully responsive and optimized for mobile. Signers can draw their signature with a finger on a touchscreen, type it, or upload an image of their handwritten signature. The interface renders cleanly on screens of any size, and documents load quickly even on slower mobile connections. No app download. No account creation. Just open, review, sign, and done.
PrizMova's e-signatures are fully compliant with the federal Electronic Signatures in Global and National Commerce Act (ESIGN Act) and the Uniform Electronic Transactions Act (UETA) adopted in all 50 states. Every signed document carries the same legal weight as a wet-ink signature. The platform enforces signer authentication, intent to sign, consent to do business electronically, and record retention — the four pillars of electronic signature validity under U.S. law.
Renewal season is the highest-volume signature period for any insurance agency. Dozens or hundreds of clients need to sign renewal confirmations, updated applications, or policy change acknowledgments within a compressed window. Handling these one at a time is a recipe for missed deadlines.
PrizMova supports bulk signing workflows. Filter your renewal list by effective date, line of business, or producer. Select the documents that need signatures — PrizMova auto-generates them from templates pre-populated with each client's policy data. Send the entire batch in a single action. Each client receives their own personalized document with the correct policy details, coverage limits, and premium amounts. As signatures come back, a dashboard tracks who has signed, who has not, and who needs a reminder.
Automatic reminders fire at intervals you configure — three days after the initial send, again at seven days, then a final reminder before expiration. Reminders go out via email and SMS. Your team does not have to manually follow up. The system handles the chasing so your CSRs can focus on clients who actually need help.
In a legacy workflow, a signed document arrives in someone's inbox. That person downloads it, renames the file, navigates to the correct folder, uploads it, and links it to the right policy. If the CSR is busy, the document sits in an inbox for days, creating a gap in the policy record that could matter in an E&O situation.
PrizMova eliminates this entirely. Because the signature request originated from a specific policy record, PrizMova already knows where the signed document belongs. The moment the signer completes it, the document is filed automatically — attached to the correct client, linked to the correct policy, and indexed for full-text search. No manual download, no renaming, no misfiling.
This integration between the insurance e-signature solution and PrizMova's document management layer is what sets it apart from bolted-on tools. When e-signatures live inside your AMS, the entire document lifecycle — creation, sending, signing, filing, and retrieval — happens in a single system with no seams, sync delays, or orphaned files.
Agencies that use standalone e-signature platforms are paying for two things: the subscription itself and the invisible labor of moving documents between systems. DocuSign's standard business plan runs $25 to $40 per user per month. For a 10-person agency, that is $3,000 to $4,800 per year — just for the ability to collect signatures. Add in the time your team spends exporting, uploading, downloading, re-uploading, and manually linking documents, and the real cost is significantly higher.
PrizMova includes unlimited e-signatures in every plan at no additional cost. There are no per-envelope fees, no user limits on signing, and no tiered feature gates. Every PrizMova user can send documents for signature from day one. You gain workflow continuity — a producer quoting a new commercial account can generate the application, send it for signature, receive the signed copy, and submit it to the carrier without leaving the PrizMova policy record. The signature step becomes invisible, just another natural part of the workflow instead of an interruption to it.
Related Features
Signed documents auto-file to the right client and policy record. Full-text search, version control, and AI-powered organization keep every signed form findable in seconds.
E-signature requests originate directly from policy records. Signed applications, endorsements, and binders link back to the policy lifecycle automatically.
Complex commercial submissions often require multiple signed documents. Signature packets bundle ACORD forms, supplementals, and BORs into a single signing experience.