This tutorial will show the "Layover" eDelivery process from the agency point of view.
The "Layover" process sends the policy to the agency for approval prior to notifying the customer.Use ↓ key or the wheel of the mouse to see more.
You will receive an email notification that the policy has been issued and needs your approval. The customer would not receive any notification until you have given your approval by signing the document in the designated area. To get started click "View Documents".
You will create a Docusign account as part of the setup process. If you are not already logged in you will be asked to sign in to your Docusign account.
If 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.
You will now be given an opportunity to review the policy. Click "Review Documents" to proceed. All delivery requirements and the policy print itself will be included for your review.
At the bottom of the first page you will see a graphic where you can sign, this would represent your approving the policy for delivery to the customer. There is also a decline button which is available for you to communicate that you are not approving the policy.
When you are ready to approve the policy for delivery to the customer click the signature block. After you have signed this block you will be prompted to "Confirm Signing". If you do not click this button to confirm signing the policy WILL NOT be delivered to the customer.
If you choose to decline to sign you will be given an opportunity to tell us why. This is where the re-issue process starts, if you see a change is needed to the policy this is where you would communicate that to us.
After approving the policy for delivery to the customer, you would then receive the same envelope management rights that are included in the "Nonstop" eDelivery model. If you need to utilize these functions after the policy has been sent to the customer that would start with logging in to your Docusign account.
Click the "Manage" tab to see your listing of policies.
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").
Click the search box to bring up search options. You can find a policy by searching for the policy number or insured's name.
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.
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.
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.
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.
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.