Brokers use a renewal application form to formalise insurance broker workflows details and get sign-off before the process moves forward. GetSign pre-fills it from your monday.com board and collects policyholders and insurance clients sign-off without any manual follow-up.
4.8 on monday.com Marketplace · 4,000+ teams
GetSign is a monday.com-native document app. Upload your Renewal application form PDF once and GetSign auto-detects every field — client, policy type, coverage, premium, effective date. No manual field setup.
GetSign auto-detects every field in the Renewal application form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including client, policy type, coverage, premium, effective date , is identified instantly.
If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.
Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.
No API setup. No third-party integrations. Everything happens inside monday.com.
Name, email, company — pre-filled on every send.
Manually, or via a monday.com automation on status change.
In their browser — no account no app to download.
Columns update and the signed PDF attaches immediately.
Broker, client, underwriter use GetSign to send the Renewal application form to Policyholders & insurance clients directly from their monday.com board. Brokers trigger the Renewal application form from a client item in monday.com, pre-filling policy or applicant details and collecting required signatures that update the case board.
Contractor
Work straight from the board — one click sends
the form, pre-filled with what you already know.
Employee
Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.
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NDA (Non-disclosure Agreement)
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Operations · 5 board columns
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