Industries
Insurance
Proposals, policies and endorsements signed at the speed of the sale: the insured signs from a link, on their phone. For agencies, brokers and carriers that live on closings.
Proposals, policies and endorsements signed at the speed of the sale: the insured signs from a link, on their phone. For agencies, brokers and carriers that live on closings.
From quote to claim: what agencies and carriers sign the most.
Signed in the decision window: the insured confirms coverage and premiums before the lead goes cold.
The agency-client relationship formalized: scope, compensation and responsibilities signed by the parties.
New vehicle, new address, new coverage? The endorsement formalizes the change without reprinting the policy.
Life and health need disclosures: the applicant declares and signs on their phone, with identity validation on record.
The client declined a coverage? The signed waiver protects the agency when a claim comes knocking.
Expiring policies renew electronically before the deadline, with reminders chasing whoever stalls.
Payment authorizations, data use, contact preferences: every authorization documented and signed.
Releases and settlement agreements signed with identity validation, closing the claim with evidence.
How an agency typically closes inside Signater, in four steps.
The insured's details go into the template and the proposal goes out for signature while the decision is hot.
Everything the product requires travels together, and the insured signs the whole package at once.
No printing and no notary: they validate the code they received and sign in the browser, wherever they are.
Envelope deadlines and automatic reminders: the book renews on time, without a manual chase list.
Identity factors configured per signer. Every recorded validation enters the envelope's certificate of completion as evidence.
A 6-digit code lands in the insured's email and is required at signing time, with no new app and no account.
The confirmation code arrives by text message on the insured's phone, ready to validate in seconds.
For health disclosures, claim settlements and life products, the signer confirms their identity with a selfie and liveness check before signing.
The eight available factors, from selfie with liveness detection to certificate-based signing, are on the Identity validation page
Each card opens the feature's full page, with how it works in detail.
Standard proposals and terms by product with typed fields: only the insured and the premium change, not the wording.
Proposal, health disclosures and authorizations in a single flow; the deadline expires an unsigned proposal.
One vault per client or per carrier organizes the book; search finds any policy in seconds.
Who still hasn't signed the renewal, how long each closing takes: the agency's funnel in numbers.
The quote closes, the API sends the proposal; the signed policy and its evidence come back by webhook to the agency's system.
Yes. Electronic signature laws such as the U.S. ESIGN Act and UETA make electronic signatures legally binding, and the EU's eIDAS regulation recognizes them across Europe. Signater produces an advanced electronic signature based on a digital certificate, in the PAdES standard, and each signer's identity validations are recorded in the envelope's certificate of completion.
Remote contracting is a regulated, widespread practice across the insurance industry; product-specific requirements follow each regulator's and each carrier's own rules. The envelope's certificate of completion gathers the identity and acceptance evidence the carrier needs to see.
Yes. An envelope gathers several documents and several signers in a single signing flow: you send once and the insured signs everything together. Limits follow the plan: up to 20 documents per envelope on Starter, up to 50 on Business and no limit on Enterprise.
Set the renewal up with a deadline and automatic reminders: whoever hasn't signed gets chased automatically, and the envelope expires on its own if the deadline passes. Reports show the pending book.
The declaration stays in the envelope, with access controlled by vault and a trail of who accessed it. Encryption and controls are covered on the Security page.
No: legal representatives sign through the same flow, with per-signer validation, and fleet or general-liability policies stay in the envelope along with the rest of the contracting documents.
No. The insured receives the invitation by email or SMS, opens the document in the browser and signs after validating their identity with the factors you configured. No app, no sign-up and no digital certificate required.
Get started now
Create your free account and send a proposal with disclosures and terms in one envelope today. Or talk to our specialists about your agency's flow.