Agent Portal Signature Help

Electronic signature 'Insured electronic signature recipient'

The email address of the primary signatory is required in order to request the electronic signature.

Electronic signature 'Agent electronic signature recipient'

The producer email address is pre-populated with system data and is required as that is the means of notification once a signature has been requested.

Electronic signature 'PDF policy documents recipient(s)'

The producer email address is pre-populated with system data and is optional. Entering an email address in this space will send recipients an email containing a set of PDF policy documents. To enter multiple email recipients, separate email addresses with a comma: j.smith@mail.com, jane.smith@mail.com

PDF 'PDF policy documents recipient(s)'

The producer email address is pre-populated with system data and can be edited or removed. Entering an email address in this space will send recipients an email containing a set of PDF policy documents. To enter multiple email recipients, separate email addresses with a comma: j.smith@mail.com, jane.smith@mail.com

PDF 'Subject'

You are able to edit the Subject of this email.

PDF 'Message'

You are able to edit the Message of this email.