Reusable templates
Prepare common documents once, define roles and fields, and launch consistent envelopes without repetitive setup.
Send insurance documents for signature by text or email.
Send applications, BOR letters, proofs, authorizations, and other insurance PDFs by email or SMS. The insured signs in any modern browser. No new portal.
Fast for the signer
Open. Review. Sign. Done.
Insureds do not need to install an app or learn a new workspace. They follow a secure link, review the document, complete the required fields, and receive their copy.
- Responsive signing on phone, tablet, or desktop
- Clear field validation and signing progress
- Optional identity verification and step-up authentication
- Completion copies and follow-up documents
Built for repeatable work
Everything around the signature matters.
A signature is one event in a larger agency process. Kiso gives operators the tools to prepare, route, verify, and retrieve every envelope without rebuilding the workflow each time.
Packs and bulk sending
Group documents into a signing package or send a prepared template to many recipients while tracking each envelope separately.
Flexible participants
Collect signatures, sender-side fields, and ordered actions while keeping each participant’s access scoped to their role.
Auditable history
Preserve consent, delivery, viewing, signing, timestamps, document integrity, and completion events with the envelope.
The workflow
From PDF to completed envelope.
Upload or choose
Start with a PDF, reusable template, or prepared signing pack.
Place and assign
Add fields, assign signer roles, and set the delivery method.
Send and follow
Deliver by email or text and see progress without chasing a separate inbox.
Complete and retain
Store the finished document and its event history together.
Built for volume
Approximately 15,000 envelopes completed every month.
eSign is Kiso’s first high-volume completion workflow—and proof that the same secure document, identity, delivery, and audit infrastructure can support broader customer operations.
Fast for CSRs and insureds.
Applications, BOR letters, proof of insurance, and the other PDFs that have to get signed. The insured gets a text or email and signs in the browser.
Connected to the next action.
A completed signature can advance the workflow, notify staff, update status, and preserve the document with its customer conversation and audit history.
$19 + 10¢, not $49 a seat.
A 15-person agency on a $49/seat tool is looking at thousands a year before the first envelope. Kiso is $19/mo plus usage, SMS capped at 40¢. See the worked examples on pricing.
Pricing that follows use
$19 + 10¢ per envelope. SMS capped at 40¢.
$19 per month platform access, then 10¢ per envelope. Email delivery is included.
10¢ per SMS delivery, with SMS charges capped at 40¢ per envelope.
$5 trial usage credit. Start without entering a credit card. $19 + 10¢ versus a per-seat eSign tax.
See complete pricing