Processing Your Business From eApp to eDelivery
As your business partner, National Life has made several enhancements to our processes so that we can support you doing business from wherever you like.
That’s why we now offer the ability to process new business electronically from virtual customer application through policy eDelivery.
Available everywhere beginning May 18, we are launching our eDelivery process – the electronic delivery and acceptance of policy documents – so you and your agency may continue to conduct business in a socially distant environment. eDelivery will be available in all cases where a valid email address, date of birth, and SSN or ITIN is on file for all required signers. Cases such as trusts, juvenile or pension policies, which may not have all required information available, will be excluded from eDelivery.
This new process has been piloted with a few agencies, and the positive experiences are already rolling in! Hear from one agent who’s been enjoying the new process:
Available everywhere beginning May 18, we are launching our eDelivery process – the electronic delivery and acceptance of policy documents – so you and your agency may continue to conduct business in a socially distant environment. eDelivery will be available in all cases where a valid email address, date of birth, and SSN or ITIN is on file for all required signers. Cases such as trusts, juvenile or pension policies, which may not have all required information available, will be excluded from eDelivery.
This new process has been piloted with a few agencies, and the positive experiences are already rolling in! Hear from one agent who’s been enjoying the new process:
Learn all about this exciting next step in straight through processing by attending one of our webinars:
Topic: New! Policy eDelivery
Webinar Dates / Time (all times Eastern U.S. and Canada)
May 13, 2020 1:00 PM
Register
May 14, 2020 1:00 PM
Register
May 15, 2020 1:00 PM
Register
May 18, 2020 1:00 PM
Register
May 19, 2020 1:00 PM
Register
May 20, 2020 1:00 PM
Register
eDelivery is simple to implement.
Follow the instructions in this training video and FAQ flyer to learn how to use eDelivery with your clients.
Once available, help your clients easily and electronically complete their policy contract with our client-approved resources:
