Product Update: E-Sign State Supplementals

Product Update: E-Sign State Supplementals

Product Update: E-Sign State Supplementals
By 
Pathpoint
Aug 9, 2022
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Say goodbye to manually filling out your state subjectivities. No more downloading and printing documents for signatures. 

You can now pre-fill and e-sign your forms. Save time for you and your client. Here’s how you can e-sign your supplementals:

  1. Select a quote in your Pathpoint dashboard.
  2. Click ‘Select option’.
  3. Under Subjectivities, select ‘E-sign’.
  4. Click ‘Start’ and fill out your state information.
  5. Then, click ‘Submit to sign’.
  6. Under Sign subjectivities, click ‘Sign’.
  7. A new tab will open for you to accept your signature and initials and to consent to using electronic signatures.
  8. Then, you can click the green ‘Start signing’ button. Click all the green boxes within the document to place your signature.
  9. After you’re done signing, return to the application within your Pathpoint dashboard.
  10. Under Send E-Signatures Link to Applicant, click ‘Get E-Sign Link for Applicant’.
  11. Copy the link and send it to the insured to obtain their e-signature.
  12. You’ll receive a confirmation email when the insured has signed their documents.

You can also watch the video below.

Have questions about this update? Or want to share your ideas for future updates? Send us an email at marketing@pathpoint.com.

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