e-Sign and e-Deliver a Policy to a Consumer

2582 views March 6, 2018 February 19, 2019 15

Overview

As an Agent, you can choose to e-Sign a document, then e-Deliver it to a consumer. When you select this option, you will be walked through the e-Signature process. Once you have e-Signed the document, a form displays where you can enter the consumer’s information, cc/bcc others, or add a custom message before sending. Watch our overview video or see our instructions below.

 

 

Access the Document

1. Log into DocFast.

2. Find the correct case from the DocFast Dashboard.

3. Choose one of the following two options to access the e-Sign and e-Deliver to Consumer option.

 

Option 1

1. Select e-Sign and e-Deliver to Consumer from the corresponding Action dropdown in the DocFast Dashboard.

 

Option 2

1. Select the case’s Identification Number and click the More Details button to navigate to the Policy Details page.

Hint:If you received an email about a policy, you may also access the Policy Details page by clicking the link in the email.

 2. From the Policy Details page, click the Document Actions dropdown and choose e-Sign and e-Deliver to Consumer.

At this point, you will be walked through the e-Signature process.

 

Complete the e-Signature Process

1. Click Start within the e-Signature process to be guided through the document signatures.

2. Review the document and click the Sign option wherever a signature is required.

3. After all required signatures are completed, click the Finish button in the top right.

A form displays to e-Deliver the document to the Consumer.

 

e-Deliver the Document to the Consumer

1. Enter your client’s name and email at the top of the Consumer Signature form.

Note: All sender information is pre-populated.

2. To include a custom message, add text into the Custom Text field.

3. Once you have completed the form, click the Send Message to Client button.

Hint: If you would like to first preview the email, click the Preview Message button.

You will receive a success message which indicates that the email has been sent to the Consumer.

At this point, the Agent Status has turned to green and the Signer Status section has updated to display the Agent as Completed Accepted Signature.

 

How the Consumer Signs the Policy

1. Once the agent has received the success message, the consumer receives an email to log into DocFast and sign the policy.

2. The consumer is then taken through the same process of reviewing and e-Signing the document as the agent completed.

3. Once all required fields have been signed, the consumer is given the option to print or download a copy of their completed policy and the agent receives an email notification that the policy has been completed.

The Consumer icon has now changed to solid green and the Signer Status section has been updated to display the Insured as Completed Accepted Signature. The policy has been sent back to the insurance carrier.

 

 

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