Carrier Post-Blind Resources
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      HOA Post-Bind Process

      1. Once the policy is bound, Download the policy documents and send them via DocuSign for signature 
        1. Docusign how to: https://support.docusign.com/s/articles/How-do-I-sign-a-DocuSign-document-Basic-Signing?language=en_US&rsc_301

      2. The customer will complete the signature and you’ll get a copy via email, upload that to SF for record retention

        3. Customer will have access to policy documents via Online Customer Portal 
        1. https://hoaic.com/client-login/  / https://hoaic60.live.ptsinsured.com/view/user/login.cfm