How Goosehead Insurance uses Docusign eSignature
View captured proofThe use case: how Goosehead Insurance deploys Docusign eSignature
Goosehead uses Docusign eSignature for Salesforce to populate client data from quotes into document templates and collect electronic signatures on policy packages, which are then routed to quality control and stored in Salesforce. It also uses the Gen API to generate documents with dynamic content and SMS delivery to send signature requests.
More reported results
Figures published in Docusign eSignature’s case study. They are not independently measured by usedby.
Turning on SMS delivery for eSignature resulted in even more wins, with Goosehead improving delivery rates by 90%, completion times by 36%, and completion rates by 5%.
Since adopting a paperless mindset, Goosehead has saved over 19 million sheets of paper by using Docusign across every corner of the business, from recruiting and HR to service and franchise development.
Since implementing Docusign across the organization, Goosehead reduced its not-in-good-order (NIGO) error rate from 25% to zero.
In the customer’s words
It all boils down to speed. Less clicks and jumping from system to system means more time for client service and supporting our clients with their insurance needs.Other AI tools used by Goosehead Insurance
Other public relationships recorded on usedby.
Explore Goosehead Insurance’s AI stack
Docusign eSignature users in Insurance & InsurTech
Companies in the same sector, with public evidence.
See all Docusign eSignature customers
Go straight to the source
Based on Docusign eSignature’s published case study. We check the public evidence; the results are reported by the vendor.
docusign.com- Last checked
- Nov 12, 2026
Open source capture What the story claims, and what we checked
What we compared with the page.
- The figure: 1.2 millionChecked
Printed word for word on the page, near the name of Goosehead Insurance.
- The passage quoted aboveChecked
Copied word for word from the page, near the name of Goosehead Insurance.
- Goosehead Insurance uses Docusign eSignatureChecked
Confirmed line.
- The result itselfNot checked
We quote it; we did not measure it.
Just five years ago, the company sent about 3,000 digital documents through the platform. Now, that number is closer to 1.2 million a year, with no signs of slowing down.