DocFast Take the Tour

1093 views April 27, 2017 December 5, 2018 15

Overview

See our DocFast overview videos below for the DocFast Distributor Case Manager and Agent processes.

 

Distributor Case Managers

This video is intended for Distributor Case Managers utilizing DocFast. This video outlines the DocFast Policy Details page and the process of approving a policy and sending it to an agent.

 

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Agents

This video is intended for Agents utilizing DocFast. This video outlines the DocFast Policy Details page and the process of signing and delivering a policy to a Consumer. Also covered in this video is how the Consumer receives an email to log into DocFast and signs the policy.

 

 

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