Your clients complete their application, upload their documents, and sign — all on their phone. You receive a completed, signed PDF ready to submit to your insurer. No printing. No chasing. No retyping.
For most brokers: 2–4 hours spread across multiple days. Google Forms. WhatsApp voice notes. Manual PDF retyping. Chasing clients for missing documents.
There is a better way.
Use our form builder to recreate your client intake form digitally. Dropdowns, file uploads, SA ID validation, declarations — every field type you need.
Enter your client's name and number. Send via email or paste the link directly into WhatsApp. One message. That's it.
No app download. No login. They fill in the form, upload their ID document, and sign — all in one session, on any phone.
A completed, populated PDF — using your insurer's official template — lands in your dashboard, ready to submit. Zero retyping. Zero chasing.
Upload your insurer's official PDF template. Map each field once. From that point, every client submission automatically populates the PDF with the client's answers — their name, ID number, date of birth, coverage details, everything — in exactly the right position.
No more manual retyping. Ever.
Generate a signing link and paste it directly into WhatsApp. Your client taps it, completes the form in their browser, and you're done. No email required.
Every signed document includes a timestamp, IP address, and POPIA-compliant consent declaration. Built for FSCA-regulated brokers.
“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
14-day free trial · No credit card required · Cancel anytime · Pricing in South African Rand
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.
No. Clients complete the entire form in their phone's browser — Safari, Chrome, or any standard browser. No download, no account, no friction.
Yes. Upload any PDF template and map your form fields to the correct positions once. Every submission then populates that exact PDF automatically.
All data is stored securely in South Africa-hosted servers. We never share or sell client data. You can export or delete any submission at any time.
Most brokers complete their first form, upload their PDF template, and send their first client link within 2 hours of signing up.
Contact us for a custom quote. We work with brokerages of all sizes.
Join brokers across South Africa who've eliminated manual onboarding paperwork entirely.
No credit card required · Cancel anytime