Key Takeaways
- NotaryLive’s Business Plan helps insurance teams notarize critical documents 24/7, entirely online.
- It speeds up claims, policy changes, and client onboarding with secure, compliant RON workflows, enhancing overall performance.
- Features like multi-user access, document management, and document tagging simplify workflows at every step.
Audio Summary
In the insurance industry, every minute matters, especially for insurers.
Whether you’re finalizing a claim, involved in claims processing, updating a beneficiary, or onboarding a new client, delays in paperwork can cause frustration and even lost business in your insurance workflow.
That’s where NotaryLive’s Business Plan comes in.
With secure, online notarization available anywhere, any time, your team can move faster, without sacrificing compliance or enhancing customer experiences.
What insurance documents can be notarized online?
NotaryLive makes it easy to notarize a wide range of insurance-related forms, including:
- Claims forms
- Beneficiary change requests
- Annuity and policy applications
- Power of attorney forms
- Settlement agreements
- Policy loan and surrender forms
- Lost policy statements and affidavits
This increase in efficiency means no more scheduling in-person meetings or waiting days to process simple paperwork. Your team and your clients can handle workflows remotely, quickly, and securely.
How does NotaryLive improve insurance workflows?
NotaryLive’s Business Plan is built for teams that need efficiency, compliance, and comprehensive risk assessment. Here’s how it optimizes your workflows, boosts productivity, and enhances your insurance workflow:
- 24/7 availability: Get documents notarized on your schedule.
- Multi-user dashboard: Add team members, assign roles, and track progress in one place.
- AI-powered document tagging: Automatically detects where signatures and stamps are needed, ensuring the accuracy of your notarized documents.
- Secure storage: Completed notarizations and associated insurance documents are stored safely for up to 10 years.
- Affiliate Program: Refer your clients to NotaryLive and earn additional revenue. Enhance customer experience while unlocking financial opportunities for your business.
- Bring Your Own Notaries: Move the notaries you’re already comfortable with, effortlessly into an online process.
- API integrations: Connect to your existing platforms for a smoother workflow.
It’s a smarter way to manage your paperwork—especially for growing or remote insurance teams.
Is online notarization legally valid for insurance documents?
Yes. Most U.S. states legally accept Remote online notarization (RON) and it complies fully with both state and federal regulations.. Any user in any state can get a document notarized. The notary is the one that has to follow any Remote Online Notary law that exists in their state.
NotaryLive follows strict identity verification procedures and keeps a video record of every session for added security and audit protection.
The National Association of Insurance Commissioners (NAIC) increasingly recognizes RON as a valid method for notarizing key documents in the insurance sector.
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How Can I Add NotaryLive to My Insurance Workflow?
You can set up your insurance team with NotaryLive in just a few minutes:
For assistance on creating a plan that’s perfect for your team, Schedule A Demo with one of our professionals.
If you process a high volume of documents or want more customization for your insurance workflow, the Business Premier Plan includes added perks like white-label options, a dedicated account manager, and bulk pricing.
Compare Business and Premier plans
About NotaryLive
NotaryLive is a top provider of digital notarization and eSign tools. The platform helps businesses work faster and more securely, with easy-to-use features for signing and notarizing documents online. NotaryLive lets professionals handle paperwork anytime, anywhere, making life easier for legal and finance teams and their clients.
Frequently Asked Questions
Q: Can I notarize claims forms online for my clients? A: Yes! NotaryLive lets you notarize insurance claims, affidavits, and other forms securely online, 24/7.
Q: Is the platform secure enough for sensitive client data? A: Absolutely. NotaryLive ensures high accuracy, compliance, and uses encryption, secure video recording, and long-term document storage.
Q: Can my whole team access the same account? A: Yes. The Business Plan supports multi-user access, perfect for teams that need to collaborate across cases.
