Built to integrate

Insurance Signing is API-first. Embed signing workflows into your existing insurance platform or use our standalone portal.

Integration models

1. REST API

Full programmatic control over signing workflows:

• Create policies and specify signers
• Send signing invitations via email or return secure links
• Check signature status in real-time
• Download signed PDFs and audit trails
• Revoke policies or cancel signatures

Use case: Insurance carriers with existing platforms that need to add signing capability.

2. Webhooks

Receive real-time notifications when events occur:

• Policy created
• Signer viewed document
• Signature completed
• All signatures collected (policy fully executed)
• Policy revoked or cancelled

Use case: Automated workflows that trigger downstream actions (e.g., payment processing, policy activation).

3. Embedded UI

Drop our signing interface directly into your platform:

• Iframe or JavaScript widget
• White-label styling (your brand, not ours)
• Users never leave your platform
• Seamless authentication via your SSO

Use case: Insurance brokers or platforms that want signing to feel native to their UI.

4. Standalone portal

No integration required — send signing links via email:

• Upload policy documents
• Specify signers and their roles
• System sends secure signing links
• Track status in dashboard
• Download signed PDFs

Use case: Smaller insurance companies or brokers without technical resources.

Authentication & identity

Flexible authentication to match your security requirements:

• Email verification: One-time link sent to signer's email
• SMS 2FA: Additional PIN sent via SMS
• SSO: Integrate with your identity provider (SAML, OAuth)
• National ID systems: Integration with eID systems (e.g., European eIDAS)

Data flow

Insurance Signing can be configured for different data models:

• API-driven: You host policy documents, we handle signatures and audit trails
• Full storage: We store policies and signatures
• Hybrid: We store evidence chains, you store documents

Integration examples

Insurance carrier platform

When a policy is issued:

1. Platform calls Insurance Signing API with policy details
2. API returns signing links for policyholder and agent
3. Platform sends links via its own email system
4. Webhook notifies platform when signatures complete
5. Platform activates policy

Broker dashboard

Broker managing multiple clients:

1. Broker uploads policy to standalone portal
2. Specifies client email and sends signing link
3. Client signs via secure link
4. Broker receives notification and downloads signed PDF
5. Submits to carrier

Support & documentation

All integration customers receive:

• Complete API documentation (OpenAPI spec)
• Integration sandbox for testing
• Dedicated technical support
• Code examples (Python, JavaScript, Java, C#)