Streamline policyholder communication with secure, trackable workflows

Built for insurance teams who need to simplify how documents are delivered, signed and tracked — all while staying compliant and reducing admin.

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Trusted by regulated firms where security
and compliance matter

Legado supports a range of financial and legal organisations handling sensitive client communications at scale. From brokers to MGAs and general insurers, we understand that every firm has its own workflows — and we adapt to fit.

Explore our client stories

What’s holding back better policyholder communication?

Admin-heavy processes

Outdated claims processes and manual document handling slow down everything from policy delivery to resolution.

No engagement visibility

Hard to know what’s opened, acknowledged or acted on — or prove it.

Rising compliance pressure

Regulators expect full audit trails and faster disclosures.

Disconnected tools

Email, post and legacy systems create friction for teams and clients.

See how we solve this

Simplify communication, reduce admin and stay fully compliant

Whether you’re distributing policy documents, gathering signatures or keeping track of client engagement, Legado gives insurance teams the tools to work securely, efficiently and at scale.

Real-time delivery tracking

Get clear visibility into when key documents are delivered, opened or acknowledged — without manual follow-ups or chasing.

Faster, compliant signatures

Capture legally compliant signatures with full audit logs, signer verification and flexible workflows that suit internal processes.

Automated Claims Tracker

Keep claimants in the loop with real-time updates. Automate reminders, personalise messaging by claim type, and reduce manual follow-ups — all while integrating with your existing claims systems.

Full audit visibility

Automatically record every client interaction to meet regulatory obligations and support internal governance teams.

Templated, personalised messaging

Send tailored messages at scale using custom templates, reducing errors and speeding up document delivery.

Less print, less admin

Replace post-heavy processes with secure digital delivery — saving time, cost and reducing operational pressure.

Claims system integration ready

Works alongside your exisiting claims tools to streamline status updates and reporting.

Built for brokers, MGAs and insurers

Customise branding, access controls and workflows to suit the needs of different business models and customer journeys.

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Trusted by forward-thinking firms that take compliance seriously

Legado is built to meet the demands of regulated industries. From end-to-end encryption to audit-ready activity tracking, our platform supports your security, compliance and operational goals — without compromising client experience.