Accelerate claims processing with efficient, paperless workflows

Handle insurance paperwork fast, eliminate costly errors, and bolster staff productivity.
Create & edit PDFs online
Fill out insurance forms
Collect data & signatures
Store documents in the cloud
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4.6/5
— from 710 reviews
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
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Easiest Setup- Summer 2025

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Reclaim working hours and cut costs like other forward-thinking businesses.

Stay on top of the competition by delivering faster services to your clients

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Get insurance documents done fast
Prepare insurance claim forms, accident reports, and other documents for insurance in a secure and intuitive online PDF editor.
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Speed up data entry
Reclaim hours spent on manually drafting documents and preparing insurance certificates. Pre-fill them automatically from a spreadsheet or CRM.
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Simplify the process of applying for insurance
Give your customers the freedom to fill out and sign application forms online from anywhere – no need to print and mail insurance forms or meet with your clients in person.
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Manage all your assets in one place
Keep your contracts, NDAs, policies, and certificates in the cloud where you can access them at any time. Feel free to save as many templates as you need.
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Get insurance forms online
pdfFiller's online library gives you access to over 30 million forms, allowing you to find the right document templates and quickly tailor them to your needs.
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Maintain security and auditability
Manage insurance documents in compliance with industry-leading standards, including SOC 2 Type II and HIPAA. Ensure the authenticity of your agreements with the court-admissible Audit Trail.
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Eliminate non-compliance risks for your insurance business

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GDPR compliance
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SOC 2 Type II Certified
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PCI DSS certification
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21 CFR Part 11
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HIPAA readiness
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CCPA compliant
Data encryption
pdfFiller safeguards your data by utilizing 256-bit encryption to protect both stored and transmitted information.
Password protection
Add an extra layer of security to sensitive PDFs by placing them in encrypted folders and requiring authentication from a recipient.
Detailed Audit Trail
pdfFiller keeps a record of all activities associated with your documents, ensuring complete transparency throughout their entire lifecycle.
Two-factor authentication
Document creators can require signers to enter a password or authenticate their identity via a text message or phone call.

pdfFiller exceeds the expectations of insurance professionals, leaving other PDF solutions in the dust

This chart represents a partial list of features available in pdfFiller
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Create, edit, and annotate PDFs
Publish fillable forms online
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Pre-fill and send forms in bulk
Extract data from forms in bulk
Unlimited document storage
Online library of 30+ million forms
Collect payments
Mobile PDF editing
Online faxing
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Online notarization
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Swap tedious manual tasks for speedy digital workflows

Looking for enhanced features for a team of 10 or more users?
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Highly rated & widely trusted in the insurance industry

4.6 / 5
4.5 / 5
4.6 / 5
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
5.0
What an awesome product
When you have to generate 150 certificates for one client, all different, this program makes that process seamless. The site runs very well, and always saves my work for me. We just couldn't be happier with the service.
Wendy H.
Agent of Record
5.0
Agency owner principal
I like that all certificates of insurance are in the same place, easy to find, and I like the ability to duplicate certs… It is a one-stop for getting our certificates out to our insured, I like that we can now email and fax them from the site.
Teresa M.
Insurance Agency Owner
5.0
Great service
I use it every day for certificates of insurance, the program is very user-friendly. It saves all my COIs so I just need to change the date and certificate holder.
Christine F.
Insurance agent

Find out why customers in insurance choose pdfFiller

Story Decoration
Scaturro Insurance Agency LLC streamlines insurance certification and application submission while reducing their paper-based expenses with pdfFiller.
”Fumbling along with Adobe Acrobat or handwritten forms was time-consuming, sloppy, unprofessional, and completely inefficient, especially if changes or updates were needed.”
David Rolf,
Marketing Director at Message Direct
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Speed up claim settlement Decoration icon with an easy‑to‑use PDF editor, form builder, and eSignature solution – all rolled into one!
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