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Agent emails to customer for completion. - PowerPoint PPT Presentation


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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.

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slide1

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

slide2

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.