You may recall, we recently enhanced our offering to enable us to issue and execute many of our forms (New Business, Underwriting, Policy Maintenance), using our digital capabilities of DocuSign®.
Beyond just digital issuance and execution, we have been busy fully automating several forms.
This means when you lodge an application digitally, our system will automatically identify where information is missing and send you the relevant prefilled forms.
Using DocuSign®, you can either Open or Download the form. Once you have checked the details and clicked Approve, the document will automatically be sent to your client’s inbox, ready for them to complete and sign digitally.
Upon return of this, our system will automatically update in real time, which means completing work sooner for you and your client!
We recently automated and shared our first four forms:
- Special Acceptance Terms
- Adviser Instructions for Policy Issue date
- Direct Debit Request Form
- Vitality Direct Debit Request Form