Using eDelivery & Policy Promise Enhances Your Clients’ Experience

eDelivery is the primary policy delivery method for all Life and Annuity policies issued by National Life. Conducting policy eDelivery is fast, simple, and convenient for you and your clients. In addition, DocuSign makes the process more efficient and provides a reliable, safe, and familiar experience for you and your client. With DocuSign you can complete the following:

• Easily review and approve policies
• view policy eDelivery status
• Receive updates as your client completes eDelivery

eDelivery is enabling Agents to deliver policies faster, further and more conveniently for both themselves and their clients.  In today’s Digital Deep Dive, our focus is on some key New Business features in the new Mobile App.

eDelivery Features Available in New Business

• Sign-up for eDelivery SMS notifications in Preferences so you are alerted in real-time when a policy is routed to you or your client
• Track progress and view detailed status at each step in the eDelivery cycle
• View or download the full policy document
• Order or download a Policy Promise straight from the app.

Take advantage of Policy Promise. It’s more than just a document – it’s an opportunity to add something tangible to your process, giving you a reason to reach out to your Client and ask for referrals. Unique to National Life and exclusive to eDelivery, the Policy Promise is a one-page keepsake document containing key policy details to provide your client peace of mind and leave a lasting impression of their new policy. Order the Policy Promise in the Agent Portal or Mobile App with the click of a button the next time you use eDelivery.  Have it sent directly to your client or receive it yourself so you can hand-deliver at your next client meeting.