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eDELIVERY TUTORIAL

"NONSTOP" AGENCY VIEW

This tutorial will show the "Nonstop" eDelivery process from the agency point of view.

The "Nonstop" process sends the policy to the agency and consumer simultaneously when it is issued.

Use ↓ key or the wheel of the mouse to see more.

LOGIN.

Go to docusign.net and use the login that was created during the signup process.

AGENCY PORTAL.

Click the "Manage" tab to see your listing of policies.

POLICY LISTING.

You will see a listing of your policies that have been delivered electronically. The "status" column indicates if the envelope has been completed or is still pending ("in process").

FINDING A POLICY.

Click the search box to bring up search options. You can find a policy by searching for the policy number or insured's name.

AGENCY ACCESS CODE.

Click a policy in the list to view the contents of the envelope. When prompted for your agency access code, use the GA code for your business. The agency access code is different than the access code used by the customer and is identical for all policies viewed by the agency.

POLICY MAINTENANCE.

In addition to viewing the policy, you will also have some options to help with envelope maintenance. These options include viewing or modifying the customer's access code, updating the customer's email address, re-sending the envelope to the customer, and/or voiding the envelope.

VOIDING THE POLICY.

If needed, a policy can be voided and a re-issue will be automatically initiated if necessary. Just click the "void" link in the maintenance options and provide a reason. The customer will no longer be able to sign this envelope and we will automatically detect the void and take any action necessary. Initiating a reissue using this method is faster than making that request by phone or email.

VIEWING THE POLICY.

Click the "Show Document" link in the maintenance options to get a better view of each page. You also have the option of downloading the documents or printing them.

COMPLETED ENVELOPES.

If you view a completed envelope, you will be able to see the signatures and any data that the customer provided with the exception of credit card and bank account information. You can also download or print these signed documents if needed.