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Insurance and fleet · Cogent Hire

Hire and credit repair agreements signed on screen, and delivered into Proclaim as a PDF and the data in one file.

Accident victims and partner insurers completed hire and credit repair paperwork on paper, so staff re-keyed every agreement and referral into Proclaim by hand.

Talk to us about something similarAll case studies
ClientCogent Hire
SectorInsurance and fleet
WhenLive
Used byAccident victims, referrer staff at partner insurers and brokers, Cogent Hire admin staff
Plugs intoProclaim, Google Maps, Mailgun, SMS Broadcast
AINone. This one runs on rules, not models.
What we built

Read, complete, sign, PDF, Proclaim. No staff action in between.

An online rental agreement journey: the hirer reads the terms, enters licence and risk details, and signs on screen with separate drawn signatures for the declaration, insurance cover and hire charges.
The same journey for credit repair agreements.
Three vehicle-rental questionnaire variants capturing post-hire claim and contact-history evidence.
Branded referral dashboards and forms for each partner insurer, taking unlimited third parties and witnesses plus document upload.
A customer dashboard with new, in progress and complete badges and PDF links, and a staff-to-customer message centre with read and actioned timestamps.
A privacy notice gate on first login that records acceptance and produces its own PDF and XML as evidence.
e-sign

Several signatures, no envelope fees

Independent signature pads per agreement, each stamped into the generated PDF, with no per-envelope e-signature cost.

pipeline

Form to signed PDF to XML

The whole paperwork chain runs with no staff action from the customer's screen to the case.

support

An integration console

Per-partner exchange functions and a log of every file with input, output and error, so non-developers can debug the feed.

How it plugs in

One file drop delivers the data and the legal document.

Each completed form becomes a Proclaim-formatted XML file with the signed PDF embedded inside it. A scheduled job on the firm's server collects it.

The applicationProclaimGoogle MapsMailgunSMS Broadcast
job Every completed form renders to an A4 PDF with the drawn signatures embedded
job Every completed form writes a Proclaim XML with documents embedded, collected on a schedule and deleted after pickup
What changed

Wet-ink paperwork became a signed online record that reaches the case management system automatically, and partners feed referrals straight into Proclaim with zero re-keying.

one detail only this project hasThe generated XML carries the signed PDF inside it as base64, so a single file delivers both the structured data and the legal document.
Something similar?

Still printing agreements for people to sign?

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