Documents and e-signing
Proposals in minutes. Signed the same day.
Build proposals, submissions and renewal reports straight from the placement. Then send them for signature without leaving coverbound.
Recommended for you
Australian template pack
Underwriting submission
Insurance recommendation
Renewal report
Renewal invitation
Claims summary
Claim notification
Templates written for your market
- Underwriting submission, insurance recommendation, renewal report, renewal invitation, claims summary and claim notification
- Separate packs for Australia and the UK
- Use them as they are or copy one and make it yours
- Your logo, colours and fonts on every page
Premium summary
Filled from the placement
Built from the placement
- Premium summaries, per-class sections, market results, renewal comparisons and claims history fill themselves
- Taxes and fees worked out for the client's market
- Leave out optional lines or show recommended lines only
- Write with AI for executive summaries and cover letters, with every figure a live field
Important notices
Switched on by the placement
The right notices, every time
- Compliance sections switch on by themselves: retail clients, UFI insurers, Lloyd's, claims made cover
- Wording from a shared library. Update it once and every unsent document follows.
- Sent documents keep the wording they went out with
Signed by everyone
Certificate of completion attached
Signed on a phone
- No account needed. Typed or drawn signatures.
- Signing order, email code check and reminders on your schedule
- Clients accept and instruct you to bind, choosing optional covers as they go
- A certificate of completion and a tamper-evident audit trail
Step by step
Pick, fill, sign.
Start from a template for your market. It fills itself from the placement you choose.
Premium tables and market results fill in. Write with AI drafts the words around them.
The client signs on their phone and instructs you to bind. The bind task appears straight away.
Also in Documents and e-signing
A proper document builder.
Word in and out
Import a Word document to start from. Export to editable Word when someone asks for it.
Insert PDF pages
Add an insurer's PDF into the document. Fields in a fillable PDF are found for you.
Compare versions
See what changed between versions, Word style. Find and replace across the document.
Approval before sending
For every document or only above an amount you set. Any change after approval needs approving again.
Bulk send
Send one template to up to 100 clients at once, or schedule it to go later.
Document reports
Sent, signed and still out. How long clients usually take to sign, by template and by sender.
Audit trail
Every event is chained to the one before, so any change would show. A certificate of completion comes with every signed copy.
Signer options
Pass to someone else, decline with a reason, sign in person or ask the broker a question.
Rich blocks
Tables, comparison tables, callouts, video, columns and a contents page. A4 or Letter, portrait or landscape.
Before you ask
Questions about documents.
- Can we use our own templates?
- Yes. Copy one of ours or import a Word document, then add merge fields and your branding.
- Is the e-signature legally valid?
- Signers give consent under the Electronic Transactions Act 1999 in Australia or the Electronic Communications Act 2000 in the UK. Each signed copy has a certificate of completion.
- Can the AI change the numbers?
- No. Write with AI drafts words only. Every figure is a live field from the placement.
- Do clients need an account to sign?
- No. They open a secure link on any device.
See it with your own insurer forms.
Book a demo and bring a proposal form. We'll turn it into a questionnaire while you watch.
Book a demo