Insurance
PDF tools and e-signatures for insurance brokers and claims teams
Turn customer claim photos to one clean PDF, make dem sign proposal and claim forms, protect policy documents with password and make any file fit di insurer portal. Server jobs dey run for London and dem dey delete files within 2 hours.
Try Business free for 30 daysSee how signing dey work
£6.99 for each user every month, dem bill am every year · from 2 users
Wetin brokers and claims handlers dey use am for
Built for paperwork wey must correct the first time
Claim evidence from phone photos
Customers dey send photos of damage for every format. Turn dem into one PDF inside your browser, one page for each photo, then compress am so you fit attach am to the claim.
Proposal and claim forms, signed
Fill PDF form for screen, then send am for signature. The customer go sign for their phone, and the certificate go show who sign and when.
Policy documents wey get password
Join the schedule, the wording and the statement of fact into one file, then protect am with password wey you go give the customer another way.
Reports and revised wordings, compared
Compare two versions of policy wording or loss adjuster report to see every change, and add notes for the underwriter or the customer.
Repair and supplier invoices, checked
Pull the totals, VAT and line items from repairers’ invoices into table, or make Invoice check for Business match dem against the estimate wey una agree before payment.
Uploads wey fit insurer portals
Pick the size wey insurer portal dey accept and the file go fit am, with the text still sharp. Redact details wey the insurer no need first.
Where Macaaw fit inside brokerage or claims team
Insurance dey run on documents wey dey come from customers, insurers and third parties in every shape: phone photos, scanned letters, spreadsheets and long PDFs. Macaaw dey put dem for the same form quick quick, so the person wey dey handle policy or claim go spend time on the decision, no be on the file.
Joining photos, redaction and signing your own documents dey run inside your browser and the files no dey ever comot from your computer. Compression, text recognition and comparison dey run for our servers for London and we dey delete dem within 2 hours, or sooner under Business workspace retention policy.
Insurance distribution dey regulated, and na your firm go decide wetin to keep and for how long. Macaaw na document tool, e no be record-keeping system: download wetin you need and file am for your broking or claims platform. For Business, audit log dey record who do wetin inside the workspace for one year.
Playbook
Claim file in four steps
Save am as workflow so every handler go build claim file in the same order.
Gather the evidence
Drop the customer photos, or scan letters and receipts with Macaaw Scan, and turn dem into one PDF.
Add the forms
Join the signed claim form and any estimates behind the photos so the insurer go see the whole story inside one file.
Remove wetin you no need
Redact bank details and third parties’ personal data wey the insurer no ask for.
Make am fit the portal
Compress the file to the size wey the insurer portal dey accept and upload am, or protect am with password for email.
Business plan
One plan for the whole team
One plan for every handler, with allowances wey the whole team dey share.
£6.99for each user every month, dem bill am every year · or £9.99 every month
- 200 signature requests for each user every month, wey una share
- Reach 20 signers for each document
- 1,000 pages of text recognition for each user every month, wey una share
- 500 Office conversions for each user every month, wey una share
- Files reach 500 MB and 200 files for one task
- Members, roles, shared workflows and central billing
- UK serversServer tools dey run for London.
- We dey delete within 2 hoursFiles from our tools, or the moment you press Delete.
- UK GDPRData processing agreement dey Business.
- Audit trailEvery signed PDF get im signing certificate.
Questions
Wetin brokers dey ask
Customers fit sign without account?
Yes. Dem go open the link for the email, read the form and sign for any phone or computer. You fit add access code wey you go give dem by phone for extra assurance.
Compressing claim file go make the photos blur?
Compression dey reduce image detail to reach the size wey you ask for, but the text go still dey sharp. If insurer need the original photos, send those too; Macaaw no dey ever change the files wey you upload.
How long una dey keep claim documents?
Files wey tool use dey delete within 2 hours, or sooner under your workspace policy. Agreements wey you send for signature dey stay encrypted until everybody don sign and then for 30 days, unless you delete dem first.
We fit compare two versions of policy wording?
Yes. Compare PDFs dey highlight every change between two versions page by page. E dey inside Pro and Business.
Invoice check dey pay suppliers?
No. E dey read invoices and show differences against the purchase order or estimate, and na person go always approve. Payments still dey inside your own systems.
The legal information for this page na general guidance for England and Wales, e no be legal advice. Scotland and Northern Ireland get their own rules, and deeds or documents wey must get witness need extra formalities.
Claim files ready while the customer still dey phone.
Try Business free for 30 days with your whole team.