Allstate Post-Bind Guide
Allstate Post-Bind Guide
- eSignature will be checked automatically in Advisor Pro. Inform the customer they will be receiving a welcome email once you select Complete.
2. The customer will receive a welcome email to set up
My Account.
3. Once the customer has registered for
My Account, they can begin the eSign process by selecting
Start and agreeing to the terms and conditions.
4. The customer will then sign and submit their policy documents.
5. Once submitted, the customer can print or download the signed documents.
6. By selecting
Continue, they will be brought to the home screen to upload any required documents.
7. The customer will upload trailing documents by selecting
Send Document. They can then take a photo, choose from an existing photo, or select a saved document from their device and select
Submit.
8. The customer will then be taken to a confirmation screen informing them that the documents and signatures were received.
