OneSpan - Why Insurance Companies Need Easy and Secure eSignature Solutions

Empower agents, streamline workflows, and elevate customer experience with OneSpan’s digital agreement technology – distributed by Softprom

As an official distributor of OneSpan, Softprom helps insurance providers across the EMEA region transform manual, paper-based processes into efficient digital workflows through advanced eSignature and digital agreement solutions.

What "Easy" Means in Insurance Workflows

To better understand what “easy” looks like in the insurance sector, OneSpan collaborated with Glenn Rothenberg, Principal at RedMountain Advisors. Together, they interviewed key stakeholders across underwriting, customer experience, IT, and operations. The takeaway? A streamlined digital signing process benefits everyone—from agents and brokers to policyholders and internal teams.

Why Digitize Insurance Processes?

Modern insurance customers expect more than just service—they expect a personalized, mobile-first experience. That means allowing them to engage with your brand in a way that suits them, whether through a smartphone, tablet, or desktop. Yet many insurers still rely on outdated, PDF-based workflows. Adding a basic eSignature function to a static document is no longer enough. The next evolution involves intelligent, guided workflows that reduce errors, guide users step by step, and improve turnaround times. Example: A standard beneficiary change form may include six separate signature fields and over two dozen potential failure points. With OneSpan’s Smart Forms and dynamic workflows, this process becomes intuitive, helping users complete forms correctly the first time.

What Makes an eSignature Process “Easy”?

Whether you're serving policyholders or supporting insurance agents, the eSigning experience should be:

Simple to Use

Customers and agents should be able to complete and submit documents without training or reference materials. OneSpan’s platform is intuitive, works across all devices, and supports self-serve options.

Secure by Design

Security builds trust. OneSpan includes multi-factor authentication (SMS, FIDO passkeys, email verification) and advanced audit trails, ensuring all signatures are both legitimate and verifiable.

Consistency in Branding

With white-labeled interfaces, insurers can maintain their own branding throughout the signature journey, reducing abandonment rates and improving conversion. One major insurer saw a 23% increase in application completions in just one month after implementing custom branding.

Benefits for Insurance Agents, Brokers & Advisors

A smooth eSignature process not only serves the customer—it empowers your salesforce.

• Faster Closures – Agents can finalize policies remotely in a single interaction.
• Fewer Errors – Intelligent workflows prevent missing signatures or data.
• Increased Efficiency – Reduce callbacks and back-and-forth communications.
• Omnichannel Support – Sign anywhere: by video, mobile, or even paper-based uploads.

Quote from the field: "If you have agents doing business over the phone, remote signing is the baseline. With OneSpan, we’re also adding options like video signing to better meet customer preferences." — Glenn Rothenberg, RedMountain Advisors

Build Trust Through Smart Security

Security features are critical to maintain trust and compliance in insurance:

• Identity Verification – Authenticate signers using flexible methods: SMS, email, or biometrics.
• Tamper-Proof Records – Automatically link each signed document to a time-stamped audit trail.
• Audit-Ready Storage – Keep agreements stored securely and retrieve them instantly for compliance reviews. 

Real-world example: The Co-operators, a major insurer, uses OneSpan to enable remote signing with multi-step authentication. Advisors guide customers through the process, enabling them to sign from home and complete purchases in a single session.

Take the Next Step Toward Modernizing Insurance Workflows

As customer expectations rise, insurers must respond with faster, simpler, and more secure processes. By partnering with Softprom and OneSpan, you can digitize key workflows while preserving compliance, reducing risk, and increasing satisfaction for everyone involved. Let us help you modernize your customer journey with digital agreements.