Contracts for insurance brokers: faster client onboarding without the paper trail
Insurance brokers sign agreements, powers of attorney and disclosures every day. Digital signing cuts the entire process to minutes — even remotely.
Contracts for insurance brokers: end the paper chase
Insurance brokers work with clients remotely, visit them at home or in their offices, and need to close paperwork quickly — ideally during the meeting itself. Physical signatures, PDF emails and waiting for documents to come back are unnecessary friction that slows onboarding and costs you deals.
Documents insurance brokers sign every day
- Intermediation agreement — the contract authorising you to act on the client’s behalf when selecting an insurance product.
- Power of attorney — written authorisation to communicate with the insurer on the client’s behalf.
- Pre-contractual disclosure — the legally required IPID or EIOPA information document that must be delivered before cover is placed.
- Confidentiality agreement — when handling the client’s sensitive financial information.
How digital signing changes the broker’s workflow
With zipzipdoc you can complete the entire onboarding during the first client meeting:
- Open the intermediation agreement template on your tablet or phone.
- Enter the client’s name and contact details — AI fills in the standard clauses.
- The client receives a link, verifies with an OTP, and signs on the spot.
The whole process takes less than five minutes. The document is immediately archived with a full audit log.
Remote onboarding
When you brief the client beforehand, send the documents by email or SMS. The client signs from home and you receive an instant notification when the signature is complete.
Regulatory compliance and record-keeping
Regulations in most jurisdictions require brokers to retain client documents for a minimum of five years. zipzipdoc stores every signed document with a timestamp, IP address and OTP log — a fully compliant audit trail.
Templates for insurance brokers
- Intermediation agreement (insurance)
- Power of attorney to negotiate with insurers
- NDA / confidentiality agreement
- Pre-contractual information document (IPID)
Related contract types: Service agreement · Consulting agreement · NDA — non-disclosure agreement
Numbers that speak for themselves
| Statistic | What it means | |---|---| | 83 % | of clients prefer digitally signing the mandate | | 2 days | average wait for a mandate signature on paper | | 15 min | to prepare a mandate and GDPR via zipzipdoc | | 4× | higher conversion rate with online client onboarding |
How it works step by step
Step 1: A potential client expresses interest.
Step 2: The broker sends a mandate agreement and GDPR consent via zipzipdoc.
Step 3: The client signs on their phone.
Frequently asked questions
Is an electronically signed mandate valid for insurers?
Most insurers accept electronically signed mandates. For specific insurers or products we recommend checking individual requirements.
What must an insurance broker’s mandate include?
The mandate must include identification of client and broker, scope of representation (types of insurance), consent for processing personal data and duration.
Can I send mandates to multiple clients at once?
Yes. Bulk sending lets you reach your entire client base at once — e.g. for insurance policy renewals.
“Clients sign mandates and GDPR consents online before the meeting. Our meetings are now more productive.” — George L., insurance broker