FOR INSURANCE FIRMS

Get the paperwork out of the way of the claim.

Coverity helps insurance teams move signature- and notarization-dependent documents from request to completion with fewer handoffs, clearer status, and less customer chasing.

WHERE THE WORK GETS STUCK

The customer should not have to understand your document workflow.

Claims and policy operations already involve enough coordination. When a document needs a signature, acknowledgment, or notarization, the process should be easy for the customer and visible to the team handling the work.

Document delays become customer delays

A missing signature or difficult notarization can hold up the work the customer actually cares about.

Distributed parties are hard to coordinate

Customers, adjusters, operations teams, and third parties may all be in different places and working from different timelines.

Status chasing adds no value

Staff should not spend their day sending reminder emails or asking whether a signing appointment happened.

A SIMPLER PATH FROM REQUEST TO DONE

Make the document step easy to start and easy to see.

Coverity provides a single workflow for the execution step, whether the document can be e-signed or needs a separate notarization process.

01

Send the document into the workflow

Start from the document and the participant instead of creating a new manual tracking process.
02

Choose e-sign or notarization

Route the document through the execution method required by the workflow.
03

Coordinate and remind

Use status messages and scheduling communication to keep the customer informed.
04

Return completion to the team

Give the responsible team a clear completion or exception state so the next claim or policy step can continue.
BUILT AROUND YOUR WORKFLOW

Fewer handoffs between the document and the next action.

Insurance operations do not need another giant platform to manage one execution step. They need the step to be reliable, visible, and easy for the customer.

E-signature

Send documents for signature and monitor completion without moving the request into a separate disconnected process.

Notarization coordination

Handle documents that require notarization without asking staff or customers to source a notary on their own.

Customer reminders

Reduce manual follow-up with consistent status and appointment messaging.

Scheduling visibility

Keep the timing of signing and notarization work visible to the team responsible for the file.

Exception handling

Track failed appointments, changed timing, or other issues without losing the original request context.

Shared status

Give claims or operations staff a common view of whether the document is pending, scheduled, or complete.

USE WHAT YOU NEED

Use Coverity for the execution step, not as a replacement for your claims platform.

Your claims or policy system should remain the system of record for the insurance process. Coverity can handle the high-friction document execution around it—signature, notarization, scheduling, communication, and status—without trying to become the entire insurance stack.

Common workflows

  • Claims documents requiring customer signatures
  • Documents requiring notarization
  • Remote or hard-to-coordinate customers
  • Settlement or authorization paperwork where execution is required
  • Re-signs and corrected documents
  • High-volume document follow-up
QUESTIONS BUYERS ASK

What insurance teams usually want to know

Does Coverity replace our claims-management system?

No. It is designed to support the document-execution step around the system that already owns the claim or policy workflow.

Can we use e-signature when notarization is not required?

Yes. E-signature and notarization are separate execution paths so the document can use the appropriate process.

What if an appointment changes or fails?

The request can remain visible through reschedule or exception handling rather than disappearing into a separate email thread.

Move the document so the rest of the work can move.

See how Coverity can reduce the coordination burden around signatures, notarization, and customer follow-up.

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