AAA Post-Bind Guide

Generating eSignature Documents

Once you get to the Document & Bind tab, and the customer has chosen to utilize the eSignature process, you will:

• Select the documents to be sent for eSignature and then select Generate eSignature Documents.

1. The Email Address pop-up box will display.
2. Enter the valid email address for the customer.
3. Then click OK.

1. The Confirmation pop-up box will display.
2. Select the OK button.

The Customer Experience

1. The customer will receive an eSignature email from AssureSign.
2. The customer will click on the blue hyperlink Begin Signing, which will open the AssureSign site in their browser following the prompts to complete the eSignature process.

1. The customer will be required to enter a password. The first 5 digits of the residential address zip code will be used as the password for eSignature documents.
2. Once the appropriate password is entered, the customer will be taken to a preview of the unsigned document for their review. To begin signing, the customer should click the orange Start Signing button above the document preview.

1. The document preview will display the location of the signature. After entering first and last name above the preview, customers must select the Continue button to insert their signature.

1. The document preview is now updated with the signature. After verifying their information is correct, customers can finalize their signature by selecting the Finish button.

1. The agent will receive two emails from AssureSign that will verify the following:
   1. Notifies the agent that the documents have been sent to the customer.

1. Notifies the agent that documents have been signed.

1. Both the signed and unsigned documents can be found in the PAS E-Folder:
   1. Unsigned: Located In the Miscellaneous folder.
   2. Signed: Located In the E-signature folder