Policies signed at the point of sale
What gets signed
- Proposal forms
- Policy documents
- Claim forms
- Nominee declarations
What changes
Signs where the customer is
The policyholder signs on their phone, so the agent does not carry paper back to the branch.
Keeps the order of signatures
A later signature covers the document and the earlier signatures, so who signed what, and in which order, stays fixed.
Feeds your system
The signed PDF reaches your policy system by webhook.
What to check
Check with your legal team which of your forms the Act covers before moving them off paper.
Questions
Can an agent sign for a customer?
No. Each person signs with their own certificate. An agent can start the request and send it.
Can we collect several signatures on one policy?
Yes. Add each signer and the order is recorded.
How are claim documents handled?
A claimant can sign a claim form on their phone, or photograph a paper page and sign it.