1 / 2

Agent emails to customer for completion.

eApplication Best Practice Workflow (with eSignatures). Possible Entry Points. Agent emails to customer for completion. Agent accesses editable application via Web and saves locally . or. Customer completes and signs application electronically and forwards to agent via email.

Samuel
Download Presentation

Agent emails to customer for completion.

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. eApplication Best Practice Workflow (with eSignatures) Possible Entry Points Agent emails to customer for completion. Agent accesses editable application via Web and saves locally. or Customer completes and signs applicationelectronically and forwards to agent via email. Agent reviews for Completeness. Agent has eApplication stored locally. Application Complete? Agent sends back to customer to complete / correct form electronically. or No Customeraccesses editable application via Web and saves locally. A Yes Agent emails completed application to branch via branch electronic Mailbox. 1 Updated December 2005

  2. eApplication Best Practice Workflow (with eSignatures) 1 Branch receives electronic application acknowledges receipt. Application emailed to UW/CSR for review. Branch beginsthe clearanceprocess. No Branch emails application back to agent requesting missinginformation and/or corrections to esignatures. * IsApplicationComplete and Valid? A Yes Branch continuesclearance and processes application.Note: (eApp is filed into CUW as Published) *A complete Application includes: • All appropriate information is filled in. • All signatures must appear and be in electronic form. • Using the compare function view, ensure no changes were made to the application information after the eSignatures were applied. (Only information that may be updated is the agent information that’s below the signatures at the bottom of the application) Note: attachments for eApplications can be routed via fax, e-mail, and/or regular mail.

More Related