Have you heard about e-Policy Delivery?
If you haven’t already heard the good news, Beginning April 01, 2024, all policies will now be issued through our new e-Delivery process. You as the agent will now have the ability to email your clients their policy documents and securely get their signatures electronically, all through the Agent Resource Center!
By selecting the Electronic Policy Delivery link under the e-Statements dropdown, you will be able to access and track any policy issued within 60 days with the ability to download the Agent Packet, Client Policy, Documents for Client Signature, and send or resend emails to your clients to acquire their signatures, if needed.
This improvement makes it easier to help your clients with their LTCi needs. Learn more about the process by clicking here for the e-Policy Delivery Guide.