One secure checklist for every application — ID, proposal forms, supporting documents. Clients upload from their phone while you move applications to underwriting instead of chasing them.
Proposal forms come back half-complete and supporting documents trickle in across email. ClientCollect turns the application into one checklist clients actually finish.
Automatic reminders keep clients submitting documents — so applications reach underwriting in days, not weeks.
Each item says exactly what underwriting needs — "all pages of the valuation report" — so nothing comes back short.
IDs, medical reports and financial documents move through an encrypted portal with an audit trail — not an inbox.
See which applications are ready for underwriting and which are still outstanding — across your whole book.
Don't ask for everything at quote. Staged requests release documents as the application moves — clients only ever see the current step.
Enough to open and assess the application.
The evidence underwriting asks for.
Final documents to bind cover.
Everything needed to assess a claim.
Tell Colette "life cover application, self-employed applicant" and she drafts the document checklist — stages, items, client-friendly descriptions and all.
Your clients are gathering documents in the evening, not at a desk. The portal is built for exactly that — no login, no PDF wrangling, no "which document did you need again."
Applicant records — IDs, medical reports, financial documents — are sensitive personal data under GDPR. ClientCollect protects them from the first upload.
IDs and medical reports never travel as plain email attachments.
Who requested, uploaded, viewed and accepted each document — ready for any audit.
Privacy notices and GDPR-compliant e-consent captured before the first document is shared.
Firm owners manage settings, billing and team access, with passwordless sign-in for everyone.
"Applications used to sit for weeks waiting on one missing document. Now the client gets a checklist, fills it in from their phone, and we're at underwriting the same week."
Send your first application checklist in under five minutes. Free for 14 days, no card required.