How fillable PDFs automate document workflows for these 5 industries
Fillable PDFs simplify data collection and document workflow for business sectors like insurance, HR, healthcare, and real estate. Customizable workflows offer a solution that reduces manual errors, extends your product space, and accelerates your go-to-market roadmap. Anvil's software for automating fillable PDF documents allows organizations to embed fillable document workflows directly into their applications, and map that data to backend systems and the PDFs themselves.
We’re covering five industries that can benefit from Anvil’s Document SDK.
- Insurance / Insurtech
- HR / HRtech
- Healthcare
- Real Estate
- Fintech (Loan Origination)
What are the capabilities of fillable PDFs?
Fillable PDFs are interactive documents that allow users to enter and edit information directly within the PDF fields. Here are some common capabilities:
- Text Fields: Users can input or edit text in designated areas, making the document interactive for entering names, addresses, comments, etc.
- Checkboxes and Radio Buttons: These options allow users to select one or multiple choices in a given section, which is useful for surveys or forms with pre-set options.
- Dropdown Menus: Dropdown lists help standardize responses, allowing users to select an answer from a predetermined list.
- Signature Fields: Many fillable PDFs support digital signatures, which add a layer of security and authenticity. Some PDFs also support e-signature tools for users to sign directly on their devices.
- Date Fields: Custom date-pickers streamline date input, reducing errors and standardizing format.
These capabilities make fillable PDFs versatile for forms, applications, contracts, and other documents requiring user input, allowing for convenience and efficiency. This eliminates (or at the very least, minimizes) the need for physical paperwork and supports clients and employees in completing forms digitally embedded directly into your application(s).
5 industry-specific examples of fillable PDFs simplifying workflows
Let’s get down to it. Here are five industries that greatly benefit from fillable PDFs.
1. Insurance and Insurtech
The insurance industry can greatly benefit from fillable PDFs by leveraging them to streamline processes, reduce costs, improve customer experience, and enhance data accuracy. Regardless of the type of insurance products you sell, fillable PDFs offer several advantages over their non-fillable counterparts, including:
- Faster applications and claims processing: Fillable PDFs simplify policy applications and claims submissions by allowing customers to complete forms accurately online, which speeds up review times and reduces back-and-forth on missing information.
- Streamlined policy updates and enrollments: Customers can easily submit policy updates and benefits enrollment forms, with options like dropdowns and validation to ensure data accuracy. Automated calculations help with premium adjustments, making understanding and managing policy changes easier.
- Enhanced security and compliance: With encryption, password protection, and e-signature capabilities, fillable PDFs keep sensitive customer data secure while meeting regulatory requirements, making them ideal for handling personal and financial information.
- Improved customer experience: Fillable PDFs are accessible from any device, allowing customers to fill out and submit forms conveniently, strengthening customer satisfaction, and streamlining interactions with the insurer.
Anvil is particularly useful for insurance servicing. After customers purchase their insurance policy, fillable PDFs make it easier to update their information, add dependents, or renew their policy later. Even if you don’t have a fillable PDF, Anvil’s Document AI can detect your PDF’s fields, assign them labels, and make them fillable.
2. HR and HRtech
HR and HRTech companies can leverage fillable PDFs to streamline their workflows, improve data accuracy, and create a better experience for employees and candidates. Here’s how fillable PDFs are particularly beneficial for HR processes:
- Streamlined onboarding and offboarding: Fillable PDFs make it easy for new hires and exiting employees to complete necessary paperwork digitally, reducing administrative tasks and ensuring compliance with policies. Forms like tax documents, direct deposit setups, and exit interviews can be processed quickly and securely.
- Efficient benefits and leave management: Benefits enrollment, leave requests, and time-off tracking are simplified with interactive fields and automated calculations. This standardizes information, helps employees make selections easily, and allows HR to manage entitlements with minimal error.
- Performance reviews and goal tracking: Fillable PDFs standardize performance appraisals and goal-setting processes, making it easy to capture consistent data across teams. Managers and employees can digitally document feedback, KPIs, and ratings, providing HR with centralized, searchable records.
This streamlined approach captures the core benefits and makes it easier to integrate into your application while maintaining a strong narrative on the value of fillable PDFs for HR.
3. Healthcare
The healthcare industry, including providers, insurers, and administrative teams, can leverage fillable PDFs to improve efficiency, accuracy, and patient experience while supporting HIPAA compliance with security features, such as:
- Simplified patient intake and consent: Patients can complete medical history, insurance details, and consent forms via fillable PDFs before appointments, reducing wait times and minimizing manual data entry for staff.
- Efficient claims and billing processing: Fillable PDFs streamline insurance claims, billing, and reimbursement requests, ensuring faster processing and fewer errors, which improves cash flow and patient satisfaction.
- Enhanced security and compliance: With encryption and e-signature options, fillable PDFs securely handle sensitive data, supporting HIPAA compliance and protecting patient privacy.
With encryption and controlled access, fillable PDFs protect sensitive patient data while improving the patient experience.
4. Real estate
In real estate, fillable PDFs can streamline the homebuying, leasor/leasee, or lending process, allowing clients to complete and sign forms from anywhere:
- Faster property applications and screening: Prospective buyers and renters can complete applications, credit checks, and interest forms online, speeding up the client intake and screening process.
- Simplified contracts and closings: Digital fillable contracts, leases, and closing documents make it easy for clients to sign and submit paperwork remotely, helping close deals faster with less manual handling.
- Secure and compliant data handling: Fillable PDFs with encryption and e-signature options protect sensitive client information and ensure compliance with industry regulations.
5. Loan origination
Loan origination providers of various specialties should use fillable PDFs to ensure accurate data collection and support compliance:
- Accelerated application processing: Borrowers can complete loan applications and submit required documentation online, reducing the time needed for intake and making the origination process more efficient.
- Streamlined document collection and verification: Fillable PDFs simplify gathering financial details, employment history, and identification documents, ensuring accuracy and completeness before moving to underwriting.
- Enhanced security and compliance: With encryption and e-signature capabilities, fillable PDFs protect sensitive financial data and help lenders comply with regulatory standards, safeguarding borrower information.
The loan origination industry relies on compliant, accurate paperwork. Anvil supplies the tools for data capture accuracy and auditing.
Improve your PDF workflow with Anvil
Industries such as insurance, HRtechs, and lenders use Anvil’s embeddable, fillable PDF API for their document workflows.
It’s as simple as:
- Identify the documents and document workflows in your company that would benefit from automation
- Templatize them in Anvil
- Use Anvil’s drag-and-drop document workflow builder to embed any paperwork process into your application
Book a demo today to see how Anvil can streamline your document workflow.