Electronic Signature
- Wellington implemented a new electronic signature platform that has many security enhancements, one of which is requiring a document PIN that can only be obtained through the client's email account. The platform also improves ease of use by pairing the E-Sign process with the insured's MyWellington account. Now the insured can manage their Wellington policies and documents all in one place.
- Wellington will initiate the electronic signature process only if you include the applicant's email address on the application. When you submit such an application your client will receive an email from Wellington to initiate the electronic signature process. Copies of the application, and other documents requiring signature, can be accessed via your Agency Portal.
- Applications need to be signed by the applicant(s) of each submitted application. Depending upon the risk location and property characteristics, your client may need to sign additional documents, such as a Wind-Hail-Hurricane Exclusion.
- Electronic records available for signature for 60 days, after which time the document(s) expire. Therefore, we recommend prompt attention to the electronic signature process once documents are generated.
- Your client will receive an email from Wellington immediately following the Point of Sale to initiate the signing of their application and other policy documents requiring signature. They will have the opportunity to consent, review, and electronically sign the documents online using their electronic signature. Customers will receive an email reminder every 3 days, for 15 days or until signed. After the 15th day your agency must obtain all necessary signatures in accordance with your Producer Agreement. The electronic document(s) will expire after 60 days. Once the electronic document(s) have expired a handwritten signature will be required.