Digital signatures for insurance agents

In insurance, closing on time is everything. Firmiu lets your clients sign applications and policy documents from wherever they are.

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Documents you sign every day

  • Insurance applications
  • Policy documents and endorsements
  • Declarations and questionnaires
  • Payment authorizations

How Insurance use it

1

When you issue a new policy

The application and general terms get emailed; the client signs before the policy takes effect.

2

During the policy term

Endorsements, beneficiary changes and renewals get signed in minutes, with no appointment needed with the agent.

3

At claim time

Authorizations and claim forms get signed remotely, speeding up a process that's already stressful for the client.

Before and after Firmiu

Without Firmiu
With Firmiu
The client only signs the application once they meet with the agent.
They sign from their phone the same day they accept the quote.
A beneficiary change takes days to process on paper.
The endorsement gets signed and recorded in minutes.
Claim forms getting lost between emails and calls.
Every signed form is backed up with a date and verification.

Why choose Firmiu

Close policies faster

The client signs on the spot, with no need for an in-person appointment.

Sign from mobile

Your clients sign comfortably from any phone.

Every signature documented

IP, location and verification back each document.

How Firmiu works

1

Upload your PDF

Upload the document and enter the name and email of the person who must sign.

2

The signer receives a link

They get an email with a unique link and a verification code.

3

Signed document

The PDF is signed with its audit trail, ready to download.

Frequently asked questions

Is it valid for insurance documents?
Yes, for most private documents; check the specific requirements of your insurer and country.
Does the client need to register?
No. They sign from a unique link by email.
Can I save my clients?
Yes, to send new documents in seconds.
Does it work for signing endorsements and policy changes?
Yes. Any PDF that needs the insured's signature — endorsements, beneficiary changes, renewals — can be sent for signature with Firmiu.
Does the audit trail back up a claim?
Yes. Every signature carries a date, IP, device and verification — useful evidence if there's ever a question about when or who authorized a document.
Can I send the same form to multiple policyholders?
Each send is independent, but you can reuse your saved contacts to speed up sending to frequent clients.

Guide reviewed and updated: July 2026.

Electronic signatures in your country

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