RLI Post-Bind Guide

When completing the eSign and online payment, you have two options to complete the process:

From the Confirmation page, proceed to select your preferred option.

Option 1: Send a Secure Email to the Insured to eSign and Pay Online

This is a copy of the e-mail the Insured will receive. The Insured has 5 days to complete the eSign and Electronic Payment. The Insured opens the email, and then clicks on the secure link to enter RLI’s eSign and online payment process.
This is a copy of the PUP Access system screen you will see after the email has been sent to the customer.

Option 2: Verbally Provide Login Information to the Insured toeSign and Pay Online

This is the screen that will be displayed to the Agent if the Verbal option is chosen, so that the Agent can provide the Login ID, Password, and Website address to the Insured.
The Insured then logs onto www.myrli.com to continue the eSign and online payment process.

eSign Instructions

For insured’s who chose the Send a secure email to the Insured to eSign and Pay Online option, clicking on the link in the email will take them to this landing page.
The insured will click Proceed to Sign to proceed to the first page of the electronic signature and online payment process.
This is the first page of the electronic signature and online payment process. From here, all insureds will follow the same steps.
For insureds clicking the link in the email, this screen follows their landing page.
For insured’s logging in through the www.myrli.com website, they will proceed directly to this page.
Click on the Sign Now! button to load the application
The insured will need to read the Electronic Record and Signature Disclosure and then check the box to agree to use electronic records and signatures and click Continue.
The insured will then scroll down, reviewing the application answers.
Once at the signature location the insured will click on the orange Sign box to create their electronic signature.
The insured will type their full name and initials in the appropriate boxes and a signature will be generated in the preview box. Then to continue, select Adopt and Sign.
Once the insured has reviewed and electronically signed the application, the insured must select Finish to complete the eSign process and begin the Online Payment.

Online Payment Options

Here is where the Insured will determine how to pay for the policy. This can be set up as:
1. Credit/Debit card payment
2. Funds can be withdrawn from a checking or savings account (Electronic Check).
Select the payment method and fill in the required payment information.
Then select Submit to complete the transaction.
When the payment has been submitted, the Insured will receive notice that the application process is complete on screen and via email. (See below)
NOTE: This payment may take at least one business day to appear in the Insured’s credit card or bank account. Payment status of the quote will change in PUP Access within 15 minutes.
After the payment has been submitted, the Insured will receive an email with the receipt of authorization.
Once the Insured has completed the eSign and payment process, this e-mail will be sent to the Administrator as an alert to retrieve the quote and bind it to RLI. This e-mail will be sent to the email address on record as the Main Contact for RLI.