Brokerage agreements and mandates for insurance
Mandate, GDPR consent and quotation — signed by the client online before the meeting.
An insurance broker needs a mandate to represent the client before insurers and consent for processing personal data — before presenting any offer. zipzipdoc enables these documents to be signed online, professionalising the entire first contact.
What slows you down today
- Paper mandates get lost
- Clients must sign in person
- Archiving for regulators is complicated
What you get with zipzipdoc
- Online mandate before every meeting
- GDPR-compliant archive
- Bulk sending to client base
How it works in practice
A potential client expresses interest. The broker sends a mandate agreement and GDPR consent via zipzipdoc. The client signs on their phone. The broker gets a notification, can represent the client before insurers and present a comparison of offers.
Three things that change
Online mandate before every meeting
GDPR-compliant archive
Bulk sending to client base
“Clients sign mandates and GDPR consents online before the meeting. Our meetings are now more productive.”
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