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Applications
Life, P&C and commercial applications with several signature and initial spots, guided one by one.
Applications, beneficiary changes and delivery receipts go out in minutes and come back complete, without a second appointment.
Carrier forms rarely change. Mark the signature spots once and SignLucid places them the same way for the next client.
Clients open a link and sign on their phone. No app, no account, no printer.
Several signers on one form, each with their own color and their own link, so nobody signs someone else’s line.
Clients switch the signing page and the guide to Chinese with one tap.
If a client initials the wrong box, send back only that field. The rest stays signed.
Each signed PDF carries a certificate: consent and signing times, IP, device and the full event history.
Life, P&C and commercial applications with several signature and initial spots, guided one by one.
The policy owner signs from home; the signed form and certificate are ready to send to the carrier.
Get the delivery receipt signed the same day the policy goes out.
A one-page letter with a client signature line: fields are placed automatically.
Address, driver, vehicle or coverage change requests signed without a visit.
Your agency’s own contracts with producers, with a completion certificate for each.
Insurance forms hide signature and initial boxes across many pages. SignLucid walks the client to each one, so the form comes back complete.
Upload the carrier’s application PDF. If you have marked this form before, the fields are already in place.
Add the applicant and any co-signer, by e-mail or by copying the link into a text.
The client is guided spot by spot on their phone, in English or Chinese.
Download the signed PDF with its certificate and submit it to the carrier.
In the United States, the federal ESIGN Act and state UETA laws generally give an electronic signature the same effect as ink when the signer agrees to sign electronically, intends to sign, the signature is tied to the document, and the record can be kept and reproduced. SignLucid records each of those steps on the certificate of completion. Notices cancelling health or life insurance are excluded, and carriers or states may have their own rules for some forms. See E-signature laws. This is general information, not legal advice.
Yes. After you place fields on a form once, SignLucid recognises the same form next time and puts the fields in the same places. It remembers the printed text only, never your client’s details.
No. Each signer gets a private link and signs in any browser, on a phone or a computer. Signers never create an account and never pay. If someone has no e-mail, copy their link into a text or WeChat message.
Yes. The signing page, the step-by-step guide and the e-signature consent switch between English and Chinese with one tap. Your document stays exactly as you uploaded it.
A signed PDF with an envelope number on every page and a certificate of completion at the end: when each signer agreed to sign electronically and signed, their IP address and device, how they were verified, every event, and SHA-256 fingerprints of the original and signed files. See Security.
By firm, per month, from $0.99. Each plan includes a monthly envelope allowance: Basic 3, Starter 30, Pro 100, Firm 300. Pro is for teams of up to 3, Firm for up to 10 and puts your firm’s name and color on the signing page. Try every feature free for 7 days (10 envelopes), no credit card. See pricing.
Upload a carrier form, mark it once, and send it from your phone.