Policy Issuance
- From the Underwrite New Business screen, select Issue Policy to bind the policy. NOTE: Select Save and Exit to close the quote.
- Once the policy is bound the policy number will be assigned. The application, ID cards, and payment schedule will be available.
- Use e-Signature to complete the application, including signatures for driver exclusion(s) and selection for UM and UIM coverage.
- Coverage verification occurs automatically when clicking the Issue Policy button. Information is checked against a national database of auto insurance carriers. If prior coverage is not found (see below image), proof of prior must be submitted.
Customer eSignature Process
- To begin the eSign process, choose Remote Signature.
- Proceed to enter the agent and customer email address.
- The customer will receive the email in which they will click to begin, once they have reviewed the application, they will click Confirm.
- Then select Done to finalize signatures.
- eSignature is complete for an individual when you see Done with a green check mark next to their name.
- Choose Review Documents to view signed forms.
- Signed documents will also be emailed to the address(es) used.
Monitor eSignature Report
- On GAINSCOconnect.com, under Reports and Output, choose eSignature Report.
NOTE: e-Signature must be completed within 3 days to avoid adverse policy action such as policy cancellation. - Proceed to enter search criteria. You can search by date, e-Signature status or policy number.
- Click Report to obtain results.
- The eSignature Report shows the current e-Sign status for all policies listed.
Uploading Documents
- Supporting documentation can be uploaded via the Gainsco website.
- These documents are:
- Proof of Prior
- Proof of Not-At-Fault
- Application
- Endorsement
- Insured Auto-Pay Form
- Cancel Request
- These documents are:
IMPORTANT: Gainsco requires that documentation be submitted the same day the policy is written.
2. You can upload documents in two locations:
Policy dashboard
- Binding Confirmation Page
- Accepted file types: Word documents (Examples: .doc and .docx), PDF, TIFF, GIF, JPG, PNG
- A file size limit may apply.