- Once the policy is issued, the Forms page displays.
- Proceed to click on Send eSignature. Documents that require a signature will automatically be checked.
- If the customer’s email was provided, this will automatically pre-populate, or a different email can be entered.
- The agent will then enter their name.
- Click I Agree and then click Send.
- The customer will receive an email prompting them to sign their documents.
- They should click on the button that says Please Click Here to Sign Your Documents.
- They will proceed to validate their information (email address, date of birth and zip code as entered on the policy.
- The customer will review and check off each document and type their signature (as it appears on the policy) and click Submit.
- Once completed, the Welcome screen will appear which will allow the customer to set up their policy online or obtain proof of insurance.
Checking Status of an eSignature
- On the Home Tab of the Agent Web, click on All Quotes, then eSignature.
- This will display the status of any eSignatures that were sent out.
A customer account isn’t needed to sign policy documents, however, during new business, some customers may ask for assistance in setting this up.
- Customers can obtain online access at www.plymouthrock.com.
- New customers will need to register by selecting Click Here below the Login tab.
- Next, they will need to register their account. To get started, customers provide their policy number, first and last name, date of birth and zip code.
- After completion of the same, selecting Agree and Continue will direct them to a page where they create their unique user password.
- The final registration process requires the customer to complete their email address, select a password with a minimum of 7 characters (combination of both alpha and numeric) or more and to select/answer two security questions.
