Insurance Brokers
E-Signature for South African Insurance Brokers
Get policy schedules, FICA forms, and client declarations signed without delay. Your clients sign via WhatsApp or email — no account needed.
How Insurance Brokers use SignZA
Insurance brokers are constantly chasing clients for signatures on policy schedules, FICA documents, claim forms, and coverage declarations. Every unsigned document is a compliance risk and a potential NTU (not taken up) — a policy that lapses because the acceptance wasn't confirmed. The longer the delay, the higher the risk of losing the placement entirely.
SignZA lets brokers send a signing link via WhatsApp or email and receive a completed, legally valid signature within minutes. Most South African clients respond faster via WhatsApp than any other communication channel, and SignZA signing links work directly in WhatsApp without requiring any app download. The client taps the link, opens it in their browser, signs, and you receive the signed document instantly.
For FICA compliance, SignZA simplifies the collection of client declarations, identity verifications, and source of funds documents. The audit trail attached to each signed form captures the client's name, email address, IP address, and timestamp — providing a complete compliance record for each interaction. This is particularly important under FICA's Customer Due Diligence requirements.
Brokerages handling 10–50 policy signings per month find the Pro plan at R99/month covers their full volume. Individual brokers starting out use the free plan (5 docs/month) until they grow into a paid tier. All plans are billed in South African rand — no USD invoicing, no forex exposure.
Documents commonly signed by insurance brokers
All of the below can be signed electronically under the ECT Act 25 of 2002.
- Policy schedule acceptance
- FICA declaration
- Client declaration form
- Broker mandate
- Premium payment authority
- Claims declaration
- Change of cover instruction
- Cancellation request
ECT Act Compliance Note
Insurance policy documents, FICA declarations, and broker mandates can be signed electronically under the ECT Act. SignZA's audit trail provides the evidentiary record required for FSCA compliance documentation.
Start sending documents today
Free plan: 5 documents per month at R0. Pro plan: 50 documents per month at R99. No USD billing. No credit card required to start.
Frequently asked questions
Can a policy document be signed electronically by a South African client?
Yes. Policy schedules and broker mandates are standard commercial agreements and valid when signed electronically under the ECT Act 25 of 2002.
How do I get a client to sign a FICA form quickly?
Upload the FICA form to SignZA, place the signature field, and send the signing link via WhatsApp or email. Your client completes it in minutes from their phone — no account or app needed.
Does SignZA work for short-term insurance document signing?
Yes. SignZA is suitable for all standard short-term insurance documents including policy schedules, premium authorisations, claims declarations, and cancellation requests.
What compliance evidence does SignZA provide for insurance broker files?
Every SignZA-signed document includes an embedded audit certificate capturing the client's full name, email address, IP address, timestamp, and explicit consent declaration. This provides the FSCA-compliant evidentiary record required for broker compliance files and supports FICA Customer Due Diligence documentation.