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Certyneo

Sinatura electrónica Insurance United Kingdom

Sign proposal forms, agency agreements and claims electronically.

Certyneo supports UK insurers and brokers in signing proposal forms, policies, agency agreements and claims electronically. Compliant with UK eIDAS, FCA rules and UK GDPR, hosted in the EU, with an evidential audit trail.

Xurisdición
United Kingdom (GB)
Marco eIDAS
UK eIDAS (retained) + Electronic Communications Act 2000
Aloxamento
IONOS Alemaña (UE)

Casos de uso Insurance en United Kingdom

Proposal forms and policies

Insurance proposals are generally form-free and signed with AES in minutes. The client signs via a link on mobile; the audit trail records identity and time, relevant to the inception of cover.

Suitability and disclosure documentation

FCA rules require clear information and suitability records. Certyneo lets the client confirm pre-contract documentation electronically and archives it with integrity as evidence of compliance.

Agency agreements and cancellations in bulk

Send broker agency agreements, endorsements and cancellations in bulk with automatic reminders. Each signature is captured with a timestamp and IP; the eIDAS evidence report supports defence in a dispute.

DocumentosInsurancesinais en liña

Os documentos que este sector asinou con máis frecuencia con Certyneo:

  • Proposal forms
  • Broker agency agreements
  • Claims forms
  • Cancellations and endorsements
  • Suitability documentation
  • Endorsements

Que nivel de sinatura elixir?

O Regulamento eIDAS define tres niveis de sinatura electrónica, que Certyneo abarca todos e adapta a autenticación ao nivel requirido.

Simple (SES)

Para documentos de baixo risco (monedas, compras).

Avanzada (AES)

Conectado ao asinante a través de OTP e correo electrónico / SMS e este rastro.

Nivel recomendado para este sector

Cualificado (QES)

O equivalente legal da sinatura manuscrita, con certificado cualificado, para os actos máis sensibles.

Insurance contracts are largely form-free — the advanced signature (AES) offers the best balance of evidence, speed and conversion across the distribution chain.

Marco legal British

Form-free contracts and FCA conduct rules

Insurance contracts have no general statutory form requirement and can be concluded electronically. The advanced signature (AES) of Certyneo provides identity and integrity assurance; the firm’s FCA conduct obligations (ICOBS) are unaffected.

UK GDPR and special category data

Health and claims data are special category data under the UK GDPR. Certyneo hosts in an EU data centre (UK adequacy decision), encrypts with TLS 1.3 and provides a data processing agreement.

Como asinar un documento en 4 pasos

  1. 1

    Importa o teu documento

    Descarga un PDF ou comeza a partir dun modelo e coloca os campos de sinatura, iniciais e data.

  2. 2

    Engade os asinantes

    Indique os destinatarios e a orde de sinatura; cada un recibe un enlace seguro por correo electrónico.

  3. 3

    Cada sinal en liña

    Os asinantes autenticáronse (OTP por correo electrónico ou SMS) e asinaron desde un ordenador ou móbil, sen crear unha conta.

  4. 4

    Arquivo de probas

    O documento asinado e o seu ficheiro de probas eIDAS son estampados e arquivados.

Fontes legais oficiais

As referencias legais aplicables, que se poden consultar nos portais oficiais:

Preguntas frecuentes — Insurance United Kingdom

Is an electronically signed proposal form valid?

Yes. Insurance proposals are generally form-free and can be signed electronically. The advanced signature (AES) of Certyneo evidences identity, time and integrity and is admissible as evidence.

How do I meet FCA documentation requirements digitally?

Certyneo lets the client confirm pre-contract and suitability documentation electronically and archives it with integrity, with a timestamp and audit trail — evidencing compliance with FCA conduct rules (ICOBS).

Where is the data stored?

In an EU data centre covered by the UK adequacy decision, with TLS 1.3 encryption and a UK GDPR-compliant data processing agreement — important for health and claims data (special category data).

Ir máis lonxe

Comezar en United Kingdom hoxe

Plan gratuíto permanente (5 envoltorios / mes), sen tarxeta bancaria. Conforme eIDAS, aloxamento UE, pista de auditoría incluída.