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Claims in. Sensitive documents stay yours.

Claims in. Sensitive documents stay yours.

Policyholders fill, sign and submit PDFs in their browser. Completed files can go straight to your own storage.

Encuentra tu flujo de trabajoComienza una prueba gratuita

Trusted by 100,000+ users

Insurance still runs on paperwork

$3.14average cost to process a single paper insurance form manuallyMcKinsey & Company
30%of insurance claim processing time spent on manual data entry from PDFsAccenture, 2024
62%of insurance companies cite legacy paper processes as a barrier to digital transformationDeloitte Insurance Outlook

Common insurance PDF workflows

Claims forms (CMS-1500, ACORD)

Adjusters and policyholders fill CMS-1500, ACORD, and carrier-specific claim forms digitally. No printing, no scanning, no mailing.

Policy applications

Applicants complete insurance applications in the browser on any device, then sign and submit - all without downloading software.

Endorsement & change requests

Policyholders request coverage changes by filling and signing endorsement forms directly from a link or within your portal.

Proof of loss forms

Claimants document losses with digital forms, adding signatures and dates. Completed forms route to your team instantly via webhooks.

Underwriting questionnaires

Embed detailed questionnaires into your platform. Applicants complete them in-browser, and submissions arrive structured and legible.

Agent & broker appointment forms

Carriers onboard new agents with digital appointment forms. Agents fill, sign, and return - no paper, no scanning.

Privacy-first by design

While a form is filled in, Social Security numbers, medical information, and financial details stay on the person's device and are never sent to SimplePDF. When they submit, with Bring Your Own Storage (S3, Azure Blob Storage, and SharePoint) the completed file goes straight to your own storage, instead of ours.

What we do

  • Editing happens on the device, never on our servers
  • On submit, files can go straight to your own storage
  • Bring Your Own Storage (S3, Azure Blob Storage, and SharePoint)

What this means for your organization

  • Policyholder data stays on the device while the form is filled in; with Bring Your Own Storage, submissions land directly in your own storage
  • Business Associate Agreement available upon request for workflows that require one
  • Full control over where policyholder documents are stored

How it works

1

Share the form or embed it

Upload your insurance PDFs to SimplePDF's portal and share a link - or embed the editor directly into your policyholder portal or agent platform.

2

Fill, sign, and submit

Policyholders, claimants, or agents fill the form in their browser. No software to install, no accounts required for the free tier.

3

Receive the completed document

Get the filled PDF via webhook, email notification, or directly in your storage bucket. Ready for processing.

For insurtech platforms and carriers

Embed SimplePDF directly into your policyholder portal, agent dashboard, or claims management system. Users fill and sign insurance PDFs without leaving your platform.

<iframe src="https://yourcompany.simplepdf.com/editor" />

Learn more about the embed options

One-line integration into any web application
White-label option to match your brand
Webhooks to route completed forms to your claims or policy system

Confiado por más de 100 000 personas en todo el mundo

“INCREÍBLEMENTE útil y con una interfaz simple, muchas gracias.”
“GRACIAS POR HACER ESTA HERRAMIENTA, SANTO CIELO.”
“Eres un salvavidas, esto merece estar en todas partes.”
“Fantástico y fácil de usar.”
“Me ha ayudado mucho y es más rápido que la mayoría de los otros sitios.”
“Marcando tu sitio para uso futuro.”

Try it now

Go ahead - fill it out, sign it, download it. No account needed. Nothing leaves your browser.

¿Tienes alguna pregunta?

Does SimplePDF process policyholder data on its servers?
While a form is being filled in, Social Security numbers, medical information, and financial details stay on the person's device and are never sent to SimplePDF. When they submit, with Bring Your Own Storage the completed file goes straight to your own S3, Azure Blob Storage o SharePoint and never reaches SimplePDF's servers; without BYOS, submitted files are stored by SimplePDF.
Is SimplePDF suitable for health insurance workflows involving PHI?
Yes. Documents are edited entirely client-side, and with Bring Your Own Storage completed submissions go straight to your own storage: Protected Health Information never transits SimplePDF's servers. Data that stays in your environment cannot be breached at ours.
Can I embed SimplePDF into my claims management or policyholder portal?
Yes. SimplePDF can be embedded as an iframe or integrated via our React, vanilla JS, or web component packages. Documents stay in the browser, and completed PDFs can be sent to your backend via webhooks. Learn more about our embed options.
Does SimplePDF support CMS-1500 and ACORD forms?
Yes. CMS-1500 and other standard insurance forms work with SimplePDF. You can also browse our fillable forms library for pre-loaded insurance forms.
Do policyholders need to create an account?
No. The free tier requires no account. Policyholders simply open the link and start filling.
Where are completed documents stored?
All PDF editing happens in the browser. When saving completed documents, the client uploads directly to the target storage using presigned URLs. You can use Bring Your Own Storage (S3, Azure Blob Storage, and SharePoint) to keep documents within your own storage.

¿Listo para comenzar?

Sin relleno. Sin marcas de agua (a menos que las quieras). Solo herramientas inteligentes, seguras y escalables para manejar tus PDFs como un profesional.

Inicia la prueba gratuita