Insurance Brokers
E-Signature Software for UK Insurance Brokers
Send client agreements, demands & needs statements, and policy documentation for legally binding digital signature — compliant with FCA requirements and UK GDPR.
UK insurance brokers operate under FCA regulation and must maintain meticulous client records. From initial client engagement through to policy renewal, brokers generate significant volumes of documentation requiring client signatures. Demands and needs statements, terms of business, client authority forms, and GDPR consent all need signed confirmation. VedaSign gives insurance brokers a fast, secure, and legally compliant way to collect those signatures digitally. With UK-only data hosting and a full audit trail on every document, VedaSign helps brokers meet FCA ICOB and SYSC record-keeping requirements. One flat price of £15/month covers the whole team with no limits.
Common Use Cases
Terms of Business Agreements (TOBA)
Send your TOBA to new clients for digital signature before covering inception, with a timestamped audit trail.
Demands & Needs Statements
Clients sign off on demands and needs statements confirming the policy recommended meets their requirements — essential for FCA compliance.
GDPR Consent & Data Processing Agreements
Collect documented consent for processing client data, credit searches, and sharing information with insurers and claims handlers.
Client Authority Forms
Obtain signed authority to act on a client's behalf with insurers for mid-term adjustments, renewals, and claims.
Policy Schedule Acknowledgements
Clients sign to confirm receipt of policy schedules and renewal documents, creating a clear record.
Claims Declarations
Collect signatures on claims notification forms and loss declarations, speeding up the claims process with a legally valid digital signature.
£15/month
Unlimited users · Unlimited documents · UK data hosting
No per-user fees. No document caps. No hidden charges. Cancel anytime.
Start Your 14-Day Free TrialFrequently Asked Questions
Are e-signatures compliant with FCA rules for insurance brokers?
Yes. Electronic signatures are legally valid under UK law and compliant with FCA requirements for documenting client agreements, demands and needs statements, and terms of business. VedaSign provides an audit trail that supports FCA SYSC and ICOB record-keeping obligations.
Can VedaSign be used for policy renewal documents?
Yes. VedaSign is ideal for renewal documentation — sending updated terms, premium schedules, and renewal confirmation for client signature each year, with all records stored and accessible.
Is client insurance data stored in the UK?
Yes. All data processed through VedaSign is stored exclusively on UK servers. No client data — including names, policy documents, or signed forms — leaves UK jurisdiction.
How does VedaSign support FCA record-keeping requirements?
VedaSign's audit trail records the signer's identity, timestamp, IP address, and document integrity hash — supporting FCA requirements to maintain records of client agreements and advice.
What is the cost for an insurance brokerage?
VedaSign costs £15/month for unlimited users and unlimited documents. No per-adviser fees. Whether you have two staff or twenty, the price stays the same.