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Client authorities, proposal forms, and policy acceptances — signed fast to lock in cover.
Insurance brokers live on signed authorities and accepted proposals. SignBolt gives general insurance brokers and risk advisers a fast, audit-trailed e-signature tool — clients sign authority forms and proposal acceptances within minutes, letting brokers place cover faster.
The specific contracts, agreements, and forms SignBolt handles for this use case.
Client's written authority for the broker to act on their behalf with insurers. Required before placing any cover.
Signed acknowledgement that the client has received the FSG — a mandatory disclosure under the Corporations Act 2001 (Cth).
Client's signed acceptance of the broker's advice before proceeding to implementation.
Client's signed completion of proposal forms, including duty-of-disclosure acknowledgements.
Signed acceptance of the quoted policy terms before the broker binds cover with the insurer.
Client's written authority for the broker to lodge and manage a claim on their behalf.
The time between quote acceptance and cover being bound is risk for both client and broker. SignBolt's mobile-friendly signing lets clients accept and sign from their phone within minutes of the quote, letting you bind cover the same day.
Documented client authorities, FSG acknowledgements, and SOA acceptances are the backbone of a compliant broking practice. SignBolt's audit trail makes it easy to evidence compliance in an ASIC audit.
Clients with multiple policies (home, contents, motor, liability, commercial) each need signed authorities and acceptances. SignBolt's bulk send and template library keep the workflow fast.
$24/month Business plan covers unlimited documents — more than enough for most independent brokers' monthly volume. DocuSign's equivalent would be multiple times that cost, particularly with per-user pricing.
Insurance broking is a compliance-heavy, documentation-heavy business. Every client engagement generates at least 3-5 signed documents (authority, FSG acknowledgement, SOA, proposal, policy acceptance). SignBolt at $24/month is the affordable signing layer that covers the whole flow, with audit trail compliant with ASIC expectations.
Upload your standard broker authority, FSG acknowledgement template, SOA template, and proposal acknowledgement forms. Takes 30 minutes once.
On new client engagement, the first document is always the broker authority. Client signs before you approach insurers on their behalf.
FSG before or at the time of providing advice; SOA before implementation. Client's signed acknowledgement is your evidence of compliance.
Before binding cover with the insurer, capture the client's signed acceptance of the quoted terms. Protects both sides if there is a later dispute about what was agreed.
On claim event, a separate claims authority gives you the right to lodge and manage the claim on the client's behalf.
Yes. Broker authorities are ordinary commercial documents and are legally binding when electronically signed under the Electronic Transactions Act 1999 (Cth). Most insurers accept electronically-signed broker authorities; check each insurer's specific policy for any required format or delivery method.
SignBolt captures the signing of FSG acknowledgement and SOA acceptance; the compliance obligation itself (content, timing, disclosure) is on the broker, not the signing tool. Using SignBolt to document client signatures with audit trail is a strong evidentiary basis for demonstrating compliance in an ASIC audit or complaint investigation.
Include a duty-of-disclosure acknowledgement as part of your proposal form or as a standalone signature field on the proposal acknowledgement. Client's signature acknowledges they understand their ongoing duty of disclosure to the insurer.
A separate claims authority, signed by the client at claim time, authorises you to lodge and manage the claim on their behalf. Most insurers require the claims authority before dealing with the broker rather than the insured directly. SignBolt handles this the same way as any other signed document.
Occasionally. Most insurers accept electronically signed documents routinely, but some legacy insurers or specific product types may require wet-ink signatures. Check each insurer's policy before sending cover-binding signatures electronically. The general industry direction is strongly toward full electronic acceptance.
Native integrations with broking-specific software are not currently available. Via the Business plan API, custom integrations can be built. Most brokers using SignBolt download signed PDFs and attach them to the client record in their broking system.
For independent and small practices, yes. Unlimited documents covers typical volumes. For larger broking groups (10+ brokers, high-volume SME or commercial books), Enterprise plan adds features useful for larger operations. Evaluate monthly signed-document volume to choose the right tier.