Upon policy submission through eApp, the relevant documents will be issued in real-time and pre-filled with your client’s information.
These are sent to you via DocuSign®. You will receive the documents first which will allow you to be in control of the process and have a conversation with the client first.
Once you have checked the relevant details and approved the document, these will automatically be sent to your client’s inbox, ready for them to complete and sign digitally.
Once your client has completed and submitted the required information, the details are sent straight back to AIA and the systems are updated in real time, speeding up the current process.
By issuing these administration requirements via DocuSign® and automating the process, we will simplify the opportunity for customers to complete the outstanding requirements thereby save on time and effort spent following up on missing information. This also means more time for you to focus on the important stuff!
For those who choose to continue to follow a paper-based trail, documents can still be printed through DocuSign®. However we encourage you to give the new way ago so you can focus on the more important stuff. Along the way if you need some help, please contact your AIA account representative and we can walk through the process with you.