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PolicyHS (Policy Holder Services) allows service forms to be completed in an electronic experience. Through the use of online wizards, consumers, advisers and/or call center representatives enter the needed data and electronically sign and submit making the experience easier, accurate and less costly.  PolicyHS provides customers with a seamless experience to complete change forms electronically. The policy holder is walked through by a dynamic wizard, preventing data entry mistakes, generating questions on the fly and completing the process with e-Signature and e-Submission that returns the form back to the provider in minutes. Providers can take advantage of straight-through processing by receiving back an image of the completed forms and the data in XML format for purposes of digesting it directly into their administration system.


  • Pre-build set of wizards and workflows
  • 14 most common change forms available out-of-box
  • Secure e-Signature functionality pre-integrated with DocuSign®
  • Authentication methods including ID check and phone-based authentication
  • XML feed for data integration into admin systems


  • Offer customer self-service on your public facing website
  • Decrease customer support and back office processing resources and cost for non value-added tasks
  • Accelerate response to policyholder requests and cut response times and delays
  • Automate data integration with carrier administrative/back-end systems


PolicyHS is pre-integrated with the industry-leading e-Signature solution, DocuSign. PolicyHS comes pre-populated with the 14 most common change forms, but can easily add the additional change form that you need to make your customers' experience on policy changes seamless.