If you're an insurance agency using Applied Epic and still managing signatures manually—or relying on Docusign—you’re likely feeling the strain.
At first, Docusign was the easy choice. It worked. It got the job done. But as your agency grows, so do the demands on your team and your tech stack. Manual signature workflows and per-envelope pricing don’t scale—costs climb, efficiency drops, and client experience suffers.
Rising costs. Disconnected workflows. Compliance complexity. You haven’t done anything wrong—you’ve simply outgrown the old setup.
Now, agencies are asking the real question:
Is it still worth the cost?
For many, the answer is no.
This guide breaks down the true cost of not having a fully integrated signature tool in Epic—and why more agencies are choosing Formstack Sign over Docusign. What’s the difference maker for making the switch? Predictable costs, unlimited usage, faster setup, and a seamless integration that delivers efficiencies for their teams.
First - Let’s See What You’re Missing Without an eSignature Integration in Applied Epic
Applied Epic is designed to be the central hub of your agency’s operations—but without an integrated digital signature solution, that hub breaks down fast.
Here’s what agencies are dealing with when eSignatures live outside of Epic:
- Manual steps at every turn: download, rename, upload, repeat
- Lost time and added burden: team members tracking document status manually in their email or through spreadsheets
- Missing audit trails: no visibility into when (or if) something was sent, signed, or completed
- Compliance risk: without automated tracking and retention, signed documents might be scattered across desktops or never sent at all
The hard truth? If your eSignature process isn’t integrated with Epic, your agency may be missing key policyholder documents—and not even realize it. Worse, unsigned policies may not even be considered active, leaving your agency exposed in the event of a claim. Whether those documents were signed but not stored correctly, or never sent due to manual process fatigue, the result is the same: risk, rework, and revenue loss.
You’ve invested in Epic. You deserve an eSignature solution that fully supports it.
Stop Counting Envelopes. Start Closing Faster.
One of the biggest pain points we hear from agencies moving off Docusign? Usage tracking fatigue and the cost.
With Docusign, every envelope and every SMS message chips away at your quota. And since we are being honest, your team is never sending “just one” document. They are sending many documents at a time when making sure policies are changed, adjusted and activated. Admins have to monitor envelope and usage caps, forecast needs, and make judgment calls—“Do we really want to text this to the client, or should we email it and wait?”
That’s not efficiency. That’s hesitation.
Formstack Sign removes the guesswork- your team gets it all:
- Unlimited signatures
- Unlimited SMS texts
- Included for every user, on every plan
There’s nothing to monitor—no envelope overage risks, no texting limits, no second-guessing. Your team can send what they need, when they need it, without worrying about blowing the budget one text at a time.
Even better, Formstack Sign lets you text documents to clients directly—no Applied Epic SMS package required and no extra cost. Whether or not your agency has that optional add-on, every Applied Epic user gets the power of unlimited texting built right in.
And let’s be honest—your team already has enough to track.
When you choose Formstack Sign, you’re choosing freedom from usage meters—so your team can focus on clients, not counting.
Ready to See If the Switch Makes Sense?
In the last year alone, Applied Epic customers using Formstack Sign have sent over 161,000 documents for signature—with hundreds delivered via SMS for faster turnaround. And the average time agencies using Formstack Sign go from document creation to completed signature? Just 13 hours.
That’s the power of an integrated, mobile-friendly, unlimited-use eSignature solution.
So here’s the real question:
What’s it costing your agency to keep doing things the hard way?
👉 Use our Docusign Comparison Calculator to find out how much you could save—and how quickly your team could see the benefits of switching to Formstack Sign.
