If the “Sign Now” option has been chosen, the below
rules must be followed:
- The "Sign Now" feature is only to
be used when you are sitting face-to-face with
a client.
- The client must follow the proper steps for
completing their e-signature. At no time is it compliant or
acceptable to sign on behalf of your client.
- You must also e-sign the application, as
the Agent of Record.
- You must have an internet connection, as
the application must be submitted immediately after signing.
If you are
not face-to-face with the client and the client wishes to e-sign
their application, you must use the "Send Email Request"
option. This will generate an email to your client,
requesting that they e-sign and return the completed
application. Your client must have a valid email address for
this option.
If a phone interview is conducted and it is found that the
application was not signed properly, this can result in
applications for coverage being rejected/denied and, when deemed
necessary, an incident report sent to the Compliance department for
further investigation.
We appreciate your cooperation and wish you much
success this AEP season.
If you have any questions or need additional
clarification, please contact your Marketing Director or the Agent
Support team at (844) 221-7813.
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