Case study · Insurance brokerage

Your paper transfer form
becomes an app, in minutes.

Built for brokers and insurance firms in Belgium. Snap a photo of a form, Zenibiz builds the app: electronic signature, payment, real-time team tracking. No code, no integrator.

GDPR compliant (EU) Legal e-signature European hosting Peppol-ready
The reality

What a brokerage still loses with paper

Time you can't bill

Print, sign, scan, retype into the DMS, copy to Excel for team tracking. Every transfer ties up an assistant for 20–30 minutes.

Missed steps and reminders

Clients leave with the form and forget to send it back. The handwritten signature is unclear, the scan unreadable, the file lingers for days.

A team flying blind

The colleague who picks up the file doesn't know where it stands. No shared board, no timeline, no alert when a step is stuck.

With Zenibiz

The same flow, in minutes

1. Snap a photo of the form

With your phone, inside the Zenibiz app. AI reads the fields (name, RI, dates, previous broker…) and builds an equivalent digital form.

2. The transfer app is ready

Send the link to your client. They fill it in on mobile or desktop, attach documents, sign electronically. No install, nothing to download.

3. The whole team sees it live

Every transfer shows up on the shared dashboard: who signed, what's missing, who owns it. Automatic alerts when a step stalls.

Testimonial

« It all started with a simple paper insurance-transfer form. A photo into Zenibiz.app, and within minutes I had a complete digital process. My clients now sign electronically and the whole team sees transfers in real time. We went from paper to digital without even thinking about it. »

What you get

Everything integrated, ready to use

AI app builder

Turn any paper form (transfer, subscription, claim) into a business app.

Electronic signature

eIDAS compliant, no add-on. Clients sign in two clicks, full audit trail.

Brokerage CRM

All client files, contracts and transfers in one cockpit. Shared view for the team.

Payments

Deposits, premiums, file fees — collect online, automatic reconciliation.

Does your firm have a paper form? It can become an app today.

14-day free trial, no credit card, up and running in under an hour. If it doesn't work for your firm, you leave with no commitment.