Electronic signatures
for insurance agents.
Secure, efficient e-signatures for applications, endorsements, and claims. Send unlimited documents for free.
No credit card required
Trusted by professionals at
Automate Workflows, Simplify Compliance, and Speed Up Signatures
Insurance agents and agencies rely on fast, compliant e-signatures to manage applications, endorsements, and claims.
Simplify Policy Applications
Send the application, the coverage selection form, and the broker of record letter the moment a client says yes. They sign from their phone, so nothing sits waiting on a scanner while they think it over.
Ensure Compliance and Security
A dispute over a signature is exactly when the fine print starts to matter. Inkly signatures are ESIGN and UETA compliant, documents sit encrypted on SOC 2 Type II infrastructure, and every signed PDF carries a SHA-256 fingerprint, so nobody can quietly edit an application after it's signed.
Save Hours Every Week
No more chasing application signatures or dealing with scanned PDFs. Automatic reminders and reusable templates help you close the loop faster.
Simple, Transparent Pricing
Plans that scale with your business. No upsells, minimums, or confusing bundles. Just fast, affordable e-signatures that do what you need them to.
Save your insurance forms as a template once. Reuse them forever.
Setting up a coverage application takes a few minutes the first time you build it. Turn it into a template and Inkly keeps every field, every recipient assignment, and every signature block exactly where you placed them. The next prospect just needs a name and an email address; the broker of record letter and selection form work the same way.
Reusable templates are included on Pro and Teams. See how the template workflow works, or compare plans on pricing.
Templates
Upload a PDF to create a template, then use it to start a fresh editable copy.
| Created | Title | Saved by | Recipients | Fields | Actions |
|---|---|---|---|---|---|
| Sep 8, 2026 | Homeowners coverage application | Derek Osei | 1 | 8 | Use template |
| Aug 24, 2026 | Broker of record letter | Derek Osei | 1 | 3 | Use template |
| Aug 9, 2026 | Commercial auto endorsement request | Whitney Falk | 2 | 5 | Use template |
The documents insurance agents send for signature.
Inkly works with the forms your agency already uses, from the first application to the producer agreement that keeps you appointed with a carrier.
New business
- Coverage applications
- Coverage selection and rejection forms
- Broker of record letters
- Premium finance agreements
Policy changes
- Endorsement requests
- Cancellation requests
- Renewal confirmations
Claims support
- Claim forms
- Proof of loss statements
- Claim status authorization forms
Agency operations
- Producer agreements
- E&O acknowledgments
- Carrier appointment agreements
Co-owners and named insureds can sign the same application as multiple signers.
How a coverage application gets signed.
Every document above moves through Inkly the same way. Your client doesn’t install anything or create an account, and once it’s done you get a full audit trail behind it.
- 1
Bring in the form you already use
Upload the coverage application, selection form, or broker of record letter exactly as your agency sends it today. Inkly turns the PDF into something ready for signature fields, with nothing to redesign.
- 2
Mark where each party signs
Every field type is available: signature, initials, date, checkbox. Drop them wherever the form needs them and pick who each one belongs to, your agency or the client. Their email address is the last thing you add before it sends.
- 3
Your client signs, you keep the proof
Your client needs nothing but the link you sent, no account or app to set up first. Whether they knock it out from a phone, a tablet, or a laptop, you get notified the second it's done and the signed PDF is sitting in your account ready to download.
Broker of record letter — Halden Freight Co.
DraftBROKER OF RECORD LETTER
Policy and Insured Information
Statement of Appointment
Effective Date and Authorization
Signatures
AGENCY
INSURED
Automatic reminders so no application sits unsigned.
A prospect who hasn’t signed an application yet is rarely gone cold. They’re usually comparing quotes or waiting on a decision. Turn on reminders when you send and Inkly follows up on days 3, 6, and 10, or send one yourself. Available on Pro and Teams.
Send document
Each party gets their own private signing link.
Personal note
1875 leftHi Whitney, attached is the coverage application from our call today. Take your time with it, and text me if anything needs to change before it's final.
Automatic reminders
Schedule reminder emails for unsigned recipients on days 3, 6, and 10.
Unlimited insurance documents. Start free.
Send coverage applications, endorsement requests, and claim forms for free. Upgrade for reusable templates, automatic reminders, and long-term document storage.
Free
For individuals
- Unlimited documents
- Up to 5 signers per document
- Email alerts when someone signs
- Detailed audit logs
- Tamper-evident Certificate of Completion
- Downloadable signed PDF
- ESIGN & UETA compliant
- 14-day document retention
No credit card required
Pro
For professionals and small businesses
Pay $
- Everything in Free
- Up to 25 signers per document
- Unlimited templates
- Automatic & manual signing reminders
- Personal message in signing invites
- Email alerts when someone opens your document
- Unlimited document retention
- 24/7 priority support
Teams
For growing teams
Pay $
- 5 team members included
- Everything in Pro
- Shared workspace documents
- Shared workspace templates
- Teammate invitations
- Admin and member roles
- Centralized billing
Questions insurance agents ask before they switch.
Legal validity, client authorizations, reusing your applications, and how long signed records are kept.
Send your first coverage application
in minutes.
Upload the application, place the fields, and your client signs from wherever they are.