Insurance Brokers
E-Signature Software for US Insurance Brokers
Send client agreements, needs analysis statements, and policy documentation for legally binding digital signature — compliant with regulatory requirements.
US insurance brokers operate under strict state regulation and must maintain meticulous client records. From initial client engagement through to policy renewal, brokers generate significant volumes of documentation requiring client signatures. Needs analysis statements, terms of business, client authorization forms, and privacy consent all need signed confirmation. VedaSign gives insurance brokers a fast, secure, and legally compliant way to collect those signatures digitally. With secure cloud hosting and a full audit trail on every document, VedaSign helps brokers meet record-keeping requirements. One flat price of $25/month covers the whole team with no limits.
Common Use Cases
Client Service Agreements
Send your service agreement to new clients for digital signature before binding coverage, with a timestamped audit trail.
Needs Analysis Statements
Clients sign off on needs analysis statements confirming the policy recommended meets their requirements — essential for compliance.
Privacy Consent & Data Processing
Collect documented consent for processing client data, credit searches, and sharing information with insurers and claims handlers.
Client Authorization Forms
Obtain signed authority to act on a client's behalf with insurers for mid-term adjustments, renewals, and claims.
Policy Schedule Acknowledgments
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.
$25/month
Unlimited users · Unlimited documents · Secure cloud hosting
No per-user fees. No document caps. No hidden charges. Launching October 2026.
Frequently Asked Questions
Are e-signatures compliant with state insurance regulations?
Yes. Electronic signatures are legally valid under the ESIGN Act and UETA and compliant with state requirements for documenting client agreements, needs analysis statements, and terms of business. VedaSign provides an audit trail that supports record-keeping obligations. Always verify specific state requirements with your compliance officer.
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 secure?
Yes. All data processed through VedaSign is stored on secure cloud infrastructure with 256-bit AES encryption. No client data — including names, policy documents, or signed forms — is ever sold or used to train AI models.
How does VedaSign support record-keeping requirements?
VedaSign's audit trail records the signer's identity, timestamp, IP address, and document integrity hash — supporting requirements to maintain records of client agreements and advice.
What is the cost for an insurance brokerage?
VedaSign costs $25/month for unlimited users and unlimited documents. No per-agent fees. Whether you have two staff or twenty, the price stays the same.