Built for South African insurance brokers

Send the form.
Get it back signed.
In fifteen minutes.

Your client completes their application, uploads their documents and signs — all on their phone, in one sitting. You get back a completed, signed PDF ready to submit to the insurer. No printing, no chasing, no retyping.

Free for 14 days. No credit card needed.

The form goes out.
Then the chasing starts.

Google Forms come back half-finished. You retype every answer into the insurer’s PDF, email it for signature, and wait on a photographed copy that has to be checked and resubmitted.

2–4 hrs
of admin per new client, spread over days

With ClientBrief, the same job runs end to end in one session.

  1. Build the form

    Recreate your intake form once in the builder — every field type you need.

  2. Map fields to your PDF

    Point each answer at the right box on your insurer's own template.

  3. Send the link

    One message on WhatsApp or email. No app, no login for the client.

  4. Client completes and signs

    On their phone, in one sitting — answers, documents and signature.

  5. Signed PDF comes back

    A populated, signed PDF in your dashboard — plus the data behind it.

What your client sees

One link, on the phone they already have. No app, no login, no account to create.

The link opens straight into the form. Nothing to download, no account to make.
Their ID number validates as they type. Documents come straight off their phone.
They sign with a finger and accept the declaration in the same session.
You get the signed PDF and the data behind it. They get a copy for their records.

Works in any phone browser. If they stop halfway, the link stays live for seven days and picks up where they left off.

“We used to spend half our Monday morning just processing Friday's new clients. Now it's done before the first coffee.”

— Independent insurance broker, Cape Town

Straightforward pricing.
No surprises.

Solo
R799/ month

Perfect for independent brokers

✓ 1 user
✓ 50 signed submissions per month
✓ Unlimited form templates
✓ PDF auto-population
✓ WhatsApp + email sending
✓ Your branding on client forms
✓ Signed document storage
R12 per additional submission
Start free trial
GrowthMost popular
R1 499/ month

For growing brokerages

✓ Everything in Solo
✓ 200 signed submissions per month
✓ Lower rate on additional submissions
✓ Priority support
Multi-user access (3 users) · coming soon
Automated client reminders · coming soon
R8 per additional submission
Start free trial
Brokerage
R3 999/ month

For established brokerages

✓ Everything in Growth
✓ 600 signed submissions per month
✓ Lowest rate on additional submissions
✓ Dedicated onboarding support
✓ Custom contract
Multi-user access (10 users) · coming soon
R5 per additional submission
Start free trial

Network

For multi-branch brokerages and franchise networks

Custom submission volumes, dedicated account management, and a contract tailored to your organisation.

Custom pricing

Contact us →

We'll respond within one business day.

How additional submissions work

Each plan includes a monthly submission allowance. If you exceed your limit, additional signed submissions are billed at your plan's rate at the end of the month. You're never blocked mid-month — your clients can always complete their applications.

All plans include a 14-day free trial · No credit card required · Pricing in South African Rand · Cancel anytime

Common questions

Is this legally compliant in South Africa?

Yes. Every signed document includes a timestamp, IP address, and POPIA consent declaration. Electronic signatures are legally recognised under the Electronic Communications and Transactions Act (ECT Act) of 2002.

Does my client need to download an app?

No. Clients complete the entire form in their phone's browser — Safari, Chrome, or any standard browser. No download, no account, no friction.

Can I use my insurer's official PDF forms?

Yes. Upload any PDF template and map your form fields to the correct positions once. Every submission then populates that exact PDF automatically.

Where is client data stored?

Client data and signed documents are stored with Supabase in Ireland (European Union), encrypted in transit and at rest, with every brokerage’s records isolated from every other’s. Because that is outside South Africa, POPIA section 72 applies — our Privacy Policy sets out the basis for the transfer and names every provider that processes your data. We never share or sell client data, and you can export or delete any submission at any time.

How long does setup take?

Most brokers complete their first form, upload their PDF template, and send their first client link within 2 hours of signing up.

Can my whole team use one account?

Not yet — today an account is a single login. Multi-user access is the next thing we are building, and it is included in the Growth and Brokerage plans when it lands. If you need it before then, talk to us and we will tell you honestly where it is.

Your next client could be onboarded today.

Join brokers across South Africa who've eliminated manual onboarding paperwork entirely.

No credit card required · Cancel anytime