Assurance America Post-Bind Guide

 

1. Once the policy is ready to be paid and issued, from the Sale tab, proceed to select your name from the Licensed Agent drop-down.

                a.    NOTE: IF this is the first time the agent is writing, click Not Listed. The Add agent pop-up box will appear. Fill out the agent’s information and ensure that the license number is correct. 

2.   Then proceed to answer the underwriting questions with the customer.

 

3.   Proceed to select the payment method for the down payment. 

4.   Once everything is completed, select the Issue button. 

5.  You will then reach the E-sign screen that will allow you to update the customer’s email or phone and you can also resend the application link from here.

6.  Then proceed to process the down payment. 

7.  Once the payment is processed, you will be routed to the Documents tab, where you can upload documents and print forms. 

8.  For reference, below are the emails and text messages that customers will receive during the binding process.

 

How Customer Completes E-Signature Process

9.  Once the customer clicks the link, it will take them to the application. 

10. They will click on Accept to accept the terms and conditions. 

11.  The application will appear advising that signatures are required, click Next.

12.  Click on Applicant Signature, the insured’s name will automatically be filled out.  

 

13.  Click on Initials, the insured’s initials will automatically be filled out.  

14.  Click on Confirm to complete the application signature process. 

 

15.  Once the application is confirmed, a new window will populate allowing the customer to review or download documents. 

16.  When finished, click Exit.  

17.  An Issue Completed window will populate, this window means that the e-Signature was accepted, and the down payment was drafted. 

          NOTE: A policy number will only appear if the e-Signature is accepted and processed.