For insurance brokerages
E-signatures for brokerages, from a Canadian company.
Maple eSign is a Canadian-owned e-signature service, hosted in Canada along with its backups. Send broker service agreements and client authorizations, have clients sign in their browser, and keep a sealed record on file. It’s free to use, and you can sign up online, for yourself or your team.
The client file
Set up your renewal paperwork once.
Save the agreements you send most as templates, with each field placed where each person signs. At the next renewal, pick the template, add the client, and send.
- TemplateBroker service agreement3 fields placed
- TemplateClient authorization2 fields placed
- TemplateRenewal paperwork4 fields placed
Who signs, in what order
Client first, then the broker.
Give each person a role and set the order: one after another, or everyone at once. Each signer sees only the fields that are theirs.
- ClientSigned
- Co-insuredSigning now
- Producing brokerWaiting
Who owns it and where it runs
Canadian company, Canadian hosting.
A company can host in Canada without being Canadian. Maple eSign is both.
- The companyCanadian-ownedOperated by Scrawlr Development Inc., Vancouver, British Columbia, as the Privacy Policy states.
- The hostingHosted in CanadaThe application, its database, document storage and backups run in Google Cloud’s Montreal region.
The record
Every finished agreement comes with proof.
When everyone has signed, Maple eSign seals the PDF with a Certificate of Completion and keeps a tamper-evident history of the signing.
- Document
- Service agreement
- Status
- Completed
- Signers
- 2 of 2 signed
- Document opened
- Consent recorded
- Signed
- Countersigned
- Sealed
Check carrier forms first
Maple eSign is for the agreements your brokerage sends. Some carriers and portals have their own signing requirements; check them before you move a form to Maple eSign.
Add a Canadian option to your shortlist.
It’s free to use, and you can sign up online, for yourself or your team.