Use case

Broker client authority with Cosign

Brokers can get client authority signed before acting on a client's behalf — a private link, clear status, and a completion receipt that documents the mandate.

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Broker client authority: the problem Cosign solves

Client authority is the document that lets an insurance, finance, or mortgage broker act for a client — to approach insurers or lenders, request information, or progress an application. Until it is signed, the broker often cannot take the next step, so the authority sits on the critical path of getting the client a result. A clean, dated record of that mandate also matters for the broker's own compliance.

When authority forms are emailed as attachments, they get lost, returned half-completed, or never signed, and the client's matter stalls. Sending the authority as a private signing request keeps it moving: the client opens a link addressed to them, signs, and the broker sees the moment authority is granted and holds a completion receipt as evidence of the mandate.

When Cosign fits for broker client authority

You cannot progress a client's matter until authority is signed
Authority forms are returned late, incomplete, or not at all
You need a documented record of the client's mandate for compliance
You send the same authority forms to many clients

How broker client authority works with Cosign

Upload your client authority form and preview it to confirm the client and scope of authority are correct.
Add the client as the signer so they receive a private link addressed to them.
Set an expiry and add password protection if the form contains sensitive personal or financial detail.
Send, track when the client opens and signs, and keep the completion receipt as evidence of the mandate.

Why this works, and what to watch

Why Cosign fits

Authority is signed from a private link so the matter can progress without delay
Tracking shows the exact moment the client grants authority
Expiry and reminders keep an unsigned authority from stalling the matter
A completion receipt documents the mandate for your records

What to watch

Authority covers what the form states; broader actions may need a separate consent
Specific licensing or regulatory requirements remain the broker's responsibility
It records the mandate but does not perform the underlying broking work
Cosign sends and tracks the form but does not draft or review it

Broker client authority at a glance

Who it helps

Insurance, finance, and mortgage brokers

Common blocker

Authority documents block next steps.

Cosign outcome

Get client authority signed with a private link and status tracking.

What the sender sees

Opens, previews, downloads, signatures, declines, reminders, and completion state.

What the signer sees

A focused private page for one document request — no account needed.

Proof kept

Timestamped status, a completion receipt, and audit export.

Templates for broker client authority

Broker client authority

Brokerage · A client authority that lets a broker act and deal with third parties on a client's behalf for a defined matter or transaction.

Mortgage broker authority

Brokerage · A borrower's signed authority allowing a mortgage broker to deal with lenders and obtain information to progress a loan application.

Insurance claim authority

Brokerage · A policyholder's signed authority letting a broker or representative lodge and manage an insurance claim and deal with the insurer on their behalf.

Broker client authority FAQs

Is an electronically signed client authority valid in Australia?

Electronic signatures are generally recognised in Australia where the client consents and is reliably identified. Some authorities have specific requirements set by insurers, lenders, or regulators — this is general information, not legal advice.

Does the client need an account to sign the authority?

No. The client opens their private link and signs from a focused page, with no sign-up or app required.

Can I protect a form that contains personal financial details?

Yes. You can add password protection so the client must enter a password before viewing or signing, and the document is kept private and not indexed.

How do I prove the client granted authority?

Cosign records when the client opens and signs the authority and issues a completion receipt, giving you a dated record of the mandate.

Can I send the same authority to many clients?

Yes. Save the authority as a template so each new client request goes out with the right message, signer setup, and expiry.