Insurance Agencies
Process applications and claims without the paper chase
zendoc automates document collection for insurance applications, claims processing, and policy renewals. Get the right documents from clients the first time.
5-7 days
Average delay per application due to missing documents
Insurance Information Institute, 2024
40%
Of insurance applications are initially incomplete
McKinsey Insurance Practice, 2024
The document collection challenge for insurance agencies
Manual document collection creates bottlenecks that slow down your operations and frustrate your clients.
Application processing stalls on missing documents
Policy applications require driving records, property photos, financial statements, and prior policy declarations. Incomplete submissions create delays and lost premiums.
Claims documentation arrives piecemeal
After a loss event, clients submit photos, receipts, repair estimates, and police reports over days or weeks through multiple channels. Tracking and organizing this is chaotic.
Renewal document collection is repetitive and manual
Every renewal cycle requires updated financial statements, property values, and loss runs. Manually requesting these from hundreds of clients is unsustainable.
How zendoc solves document collection for insurance agencies
Purpose-built features that automate the document collection workflow from request to receipt.
Policy-type document templates
Pre-built checklists for auto, home, commercial, life, and specialty insurance lines. Each template includes the specific documents required for that policy type.
Claims document collection
Send a claims-specific document request immediately after FNOL. Clients upload photos, receipts, and supporting documents to a single organized location.
Reusable renewal workflows
Build the renewal checklist once and launch it for a policyholder in two clicks. Reminders you set on an item then escalate on their own, up to the cap you choose.
Multi-carrier submission preparation
Organize collected documents by carrier requirements. Different carriers require different formats and documents — keep everything organized from the start.
Documents commonly collected from insurance agencies clients
zendoc handles all document types. Here are the most common documents for insurance agencies.
Frequently asked questions
Can I use zendoc for both personal and commercial lines?
Yes. Create separate document templates for personal lines (auto, home, umbrella) and commercial lines (BOP, GL, WC, commercial property). Each template captures the specific documents required for that line of business.
How does claims document collection work?
After first notice of loss, send a claims-specific document request to the policyholder. They upload photos, receipts, police reports, and repair estimates through a secure portal. All documents are organized by claim number.
How does zendoc help with renewal document collection?
You build the renewal checklist once and launch it per policyholder — the chasing is what's automated. Reminders you set on an item escalate on their own, up to the cap you choose. An item with no reminder is never chased, and launching a renewal on a date is not automated yet.
Does zendoc work with my agency management system?
zendoc is designed to complement your existing AMS. Export organized documents to match your filing structure and keep client records up to date.
Can clients submit documents from their phone?
Yes. The document upload portal is fully mobile-responsive. Clients can take photos of documents with their phone camera and upload them directly — ideal for claims documentation at the scene.
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Ready to automate document collection for your insurance agency?
Define the workflow once, send clients a single link, and let zendoc handle the requests, reminders, and follow-up.
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