National General Post-Bind Process

1. Once the policy has been bound, click on Policy Summary.
   
2.  Under the Policy Summary, there will be a list of Policy To Dos that will need to be completed. 
   
3. To learn more about the outstanding items, scroll down to Policy History and click on the Bound as New Business document. 
   
   NOTE: Below is an example of the PDF that shows the list of outstanding items that need to be completed. 
   
4. Once the required documents are received, proceed to upload them by clicking on Upload next the Policy To Dos tab.
   
5. Proceed to select the files to be uploaded then click Submit.
   
6. After the policy is bound, the customer will receive an email or text that displays a PIN that they will need to electronically sign their policy documents. 
7. To begin, they will click Sign on the email they received. 
8. The customer will then need to create a username and password.
9. They then can sign their forms online. 
   
10. The customer will then also receive their policy documents. (Attached as a PDF)
    
11. Customer is Unable to Access PIN
12. Scroll down to the bottom of the page to the Email History section. 
13. Click on the bottom envelope with the description of WLN.
    
14. Once you click on the envelope, the PIN will display in the opened document.