Sagesure Post-Bind Guide- Home

First-time Users

  •  From MySageSure.com, use the “Activate Your Account” link to enter the policy number and zip code.

  •  Choose to activate from a Google sign in or with an email address. 

  • Once the account is created, the policyholder must access their email to confirm activation.

Already a MySageSure.com User? 

  • Once an email address is used to create a MySageSure account, it cannot be used again. 
  • A single MySageSure account may be associated with several active or inactive policies. 

If an insured had prior access to MySageSure, any newly written policy must be “added” to their account. Another account may be created using a different email address.

Adding a Policy to an Account 

  • Log into MySageSure.com. 
  • Access the Settings page from the menu button.
  • Add the policy to the account.

All Sagesure policies will be signed via Docusign

  1. Review the Docusign email:
    • Open the email and review the message from the sender.
    • Select REVIEW DOCUMENT to begin the signing process.

  • Agree to sign electronically: Review the consumer disclosure, and select the checkbox I agree to use Electronic Records and Signatures.
  • Select CONTINUE to begin the signing process. 
2.   Start the signing process:
    • Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane.
    • When you're ready to sign, select the START tag on the left to begin. You are taken to the first tag requiring your action. Select the  SIGN tag. You are asked to Adopt Your Signature.
    • Verify that your name and initials are correct. If not, change them as needed.
    • Select ADOPT AND SIGN to adopt and save your signature information and return to the document.

3.  Confirm signing:
    • When you finish clicking all signature tags in the document, confirm signing by selecting FINISH.
    • A message appears stating that you have completed your document. You can now download a PDF copy or print a copy of the document. The sender receives an email with the signed document attached, and the signed document appears in their Docusign account.