The PDF editor that never sees policyholder data
Process claims, applications, and policy forms entirely in the browser. SimplePDF handles everything client-side - no server uploads, no PII exposure, no installs.
Trusted by 100,000+ users
Insurance still runs on paperwork
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
SimplePDF processes documents entirely in the browser. Policyholder PII - Social Security numbers, medical information, financial details - never transits via our servers. Even storage uploads go directly from the client to the target using presigned URLs.
What we do
- Client-side PDF processing (documents never leave the browser)
- Direct-to-storage uploads via presigned URLs (no server transit)
- Bring Your Own Storage (S3, Azure Blob)
What this means for your organization
- Zero PII/PHI exposure - policyholder data never touches SimplePDF's servers
- No Business Associate Agreement needed for health insurance workflows
- Full control over where policyholder documents are stored
How it works
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.
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.
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?open=YOUR_PDF_URL" />Learn more about the embed options
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“Bookmarking your site for future use.”
Try it now
Go ahead - fill it out, sign it, download it. No account needed. Nothing leaves your browser.
Frequently asked questions
Does SimplePDF process policyholder data on its servers?
No. SimplePDF processes all PDFs directly in your browser. Documents containing Social Security numbers, medical information, and financial details are never sent to SimplePDF's servers, on any plan.
Is SimplePDF suitable for health insurance workflows involving PHI?
Yes. Since documents are processed entirely client-side, no Protected Health Information ever transits via SimplePDF's servers. This is the strongest privacy guarantee: data that never leaves the device cannot be breached.
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.
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) to keep documents within your own infrastructure.
Do policyholders need to create an account?
No. The free tier requires no account. Policyholders simply open the link and start filling.
Statistics sourced from: McKinsey & Company on paper form processing costs; Accenture (2024) on claim processing time; Deloitte Insurance Outlook on digital transformation barriers. SimplePDF processes documents in the user's browser and never stores policyholder data on its servers.