***PLEASE NOTE*** A reminder will go out on the 3rd day and if the application has not been signed by the 6th calendar day, the link will expire.
Steps for the eSignature option or to reset the eSignature after the link has expired, from the policy you will first need to go to the Correspondence tab on the left. Then in the dropdown list, you will choose the Application and hit the Add button.
Now scroll to the bottom of the page and select Change
Then select e-Signature as the delivery method in the drop down and it will then prompt you to enter both the client's and the agent’s information. Once entered, you will hit Save at the top of the page.
You will see the application showing the delivery method of eSignature
You can view the e-Signature information and monitor the status under the eSignature tab.
