The Insurance policyholder onboarding template helps you collect documents and information in a structured, secure workflow. Template for insurance companies to onboard new policyholders, collecting personal, policy, and supporting document information.
Who is this template for?
This template is designed for professionals in Insurance, KYC, Client, Policyholder. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 7 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Personal Information (Form) – Fields: First Name, Last Name, Date of Birth, Street Address, City and more
- Policy Details (Form) – Fields: Policy Type, Desired Coverage Amount, Desired Effective Date
- Identification Documents (Document upload) – Fields: Government-issued ID, Proof of address
- Policy-Specific Documents (Document upload) – Fields: Vehicle registration, Property deed, Medical exam report
- Signed Agreements (Document upload) – Fields: Application form, Policy contract
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Government-issued ID | Passport, driver’s license, or national ID card (photo page). |
| Proof of address | Utility bill or bank statement showing your current address. |
| Vehicle registration | For auto policies, a copy of vehicle registration. |
| Property deed | For property policies, a copy of the property deed or title. |
| Medical exam report | For health or life policies, a recent medical exam report. |
| Application form | Completed insurance application form. |
| Policy contract | Signed copy of the insurance policy contract. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Insurance policyholder onboarding template?
It is a ready-to-use document collection template with 7 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Insurance policyholder onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Insurance policyholder onboarding” template, and start collecting documents today. Check our pricing for details.