Carrier Post-Blind Resources
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      Nationwide Post-Bind Guide

      Overview

      After a policy is bound in PolicyCenter, agents must send the policyholder various documents that require the customer's signature. The two choices would be for the customer to sign the documents in person or to send the documents to be electronically signed (eSignature) by the customer via a secure email through DocuSign.

      PolicyCenter allows you to set up automatic delivery of these eSignature documents using the Automated Electronic Delivery of Required Documents option on the Policy Info screen.

      If the Automated question is answered Yes, PolicyCenter automatically emails all required documents to your customer. However, you will need to send any optional documents manually once the policy is bound. If the answer is No to the Automated question, you must send all documents manually through the eSignature envelope available on the Documents screen in PolicyCenter.

      All documents sent to a customer via DocuSign are protected by an access code. The access code is the customer’s 5-digit mailing ZIP code. Please confirm the ZIP code with your customer prior to sending documents.

      This job aid starts at the Submission Bound screen at the completion of the policy submission process. This job aid assumes you answered No to the Automated question on the Policy Info screen and must create an envelope with required and optional documents

      NOTE: If you answered Yes to the Automated question, no action is required since everything will automatically be emailed to the customer. Please remember, it could take up to 10 minutes for the customer to receive the email.

      Create eSignature Envelope (DocuSign)

      1. During submission of a new policy, a link to the Documents screen can be found on
      2. the Submission Bound screen.
      3. Select the Documents link.

        NOTE: The documents defaulting on the Documents screen are those requiring action. This includes documents needing signatures, additional documentation to be obtained from the customer, or documents/receipts to be given to the customer.
      4. Additional documents can be found by selecting the Add button. These documents are optional but are available to be included in the eSignature envelope.

        Note: Steps 4 to 8 are only applicable if you are adding additional documents to an eSignature envelope. If no additional documents need to be added, go to Step 9. On the Documents screen: 
      5. Select the Add button.
      6. In the Optional Documents pane at the bottom of the screen:
      7. Select the checkboxes to the left of the documents you want to add to the envelope.
      8. Select the Update button.
      9. In the Optional Documents pane at the bottom of the screen:
      10. Select the checkboxes to the left of the documents you want to add to the envelope.
      11. Select the Update button.
      12. At least one document selected must have a Yes status in the eSignable column to create an eSignature envelope.
      13. Select all documents you want to provide to the customer by selecting the checkbox next to them. If you select the checkbox in the header (outlined in blue), all the documents will be selected.
      14. The selected documents will create an envelope to be emailed and/or texted to the required signers.
      15. Select the eSign Documents button to securely email the documents to the customer.
        NOTE: The Producer email will show on the Required Signer(s) screen because all documents are automatically sent to the agency when a policy is bound.
      16. On the eSign Details screen:
      17. Enter or verify email address(es) for required signers.
        NOTE: You can send a copy of the eSignature envelope to additional email addresses through the Add button in the Carbon Copy section. These would be additional insureds or others that are not required signers. 

        NOTE: This step includes instructions if you want to send the eSignature envelope via text message: Select the checkbox in the Text Notifications column and enter the number in the Mobile Phone column.

      18. Select the Send button.
      19. An email and/or text message is sent to all recipients. PolicyCenter produces a second set of documents during the eSignature envelope creation process. The second set of documents includes signatures once the process is complete. The first set does not include signatures at any point. 
        NOTE: A status of Created displays after initially sending eSignature documents (may take up to 10 minutes for the status to change). 
      20. Please remind the customer that it may take up to 10 minutes for the insured to receive the documents via a secured email from DocuSign. 
      21. The eSignature process is complete once the customer has signed all required documents, returned any uploaded supporting documents, and have been sent back and verified by Nationwide or the agency. 
      22. At that time, the Status column automatically updates from Sent to Completed.

      Overview

      This job aid reviews the email process to collect electronic signatures (DocuSign). All required signers will receive an email. Depending on the document, this includes the Agent. The customer may also be required to upload documents such as Proof of Insurance (POI), Proof of Driver Training, Alarm Certification, etc. as part of the eSignature process. It is important to remind the customer they will need to upload the document, as the navigation process does not stop them on the appropriate screen. If they do not upload the document, you will receive an Activity on your PolicyCenter Desktop in ten (10) days as a reminder the document is still pending.

      eSignature Process for Signers (DocuSign)

      A Cover Letter is sent along with the eSignature email. The Cover Letter provides a description of steps required to electronically sign (eSign) documents and reminds customers additional documents, such as the good student grade card, can be submitted through this process as well. NOTE: These correspondences will come from DocuSign, so please let the customer know that they will be receiving these via DocuSign.

      To begin the eSignature process: 

      1. Select the View Documents button.
      2. The View Documents screen displays: 
      3. Select the checkbox to agree to use the electronic record and signatures. 
      4. Select Continue. 
      5. To begin the process: 
      6. Select the Start button.
      7. While reviewing the documents, the Start button changes to Next. 
      8. To continue viewing all documents in the eSignature file, select the Next button.
      9. An arrow and electronic flags display next to each area where eSignatures are required.
      10. “Signing” may be done through a computer email or mobile phone. 
      11. To eSign: Select or “draw” a signature. (Similar to signing at a retail store for a credit card payment.)
      12. If the customer is required to upload a document, such as Good Student Discount Certification, then a page in the eSignature envelope will populate. 
      13. This document is only to serve as a placeholder for the required documentation the customer must upload. 
      14. In the event the documentation is not received, the discount may be removed, or the policy may be canceled.
      15. This is an example of what the form looks like once signed. 
      16. After e-signing all documents, select the Finish button to complete the process.
      17. Once Finish is selected, a Thank You message displays.
      18. Once all documents have been signed by all required signers, the Agent will receive an email stating the eSignature envelope has been completed. 
      19. You can download or print the documents by selecting the View Documents button.