New Policy Document Delivery Method

We have transitioned to electronic delivery and acceptance of policy documents to help make it easier for you and your clients to do business with us. eDelivery is a fast, convenient, and a simple way to deliver policy documents to your clients. You can easily review, approve policies, view status, and receive updates as your client completes eDelivery. With a click of a button you can complete the process in no time. Please review frequently asked questions regarding eDelivery below.

Why are we doing this?

eDelivery will enhance the policy delivery experience and get the policies to you and your client in a quick and simple fashion. With a click of the button you can complete the process in no time.

How does eDelivery work?

For life and annuity policies that are issued with a lump sum payment, you will receive an email with a link to the policy package. Upon review, you can complete the signature process and that will trigger the DocuSign package to be sent to your client. At that point we suggest you connect with your client using any video conferencing capability or by phone to complete the signing process.
Otherwise you can complete your part and wait for the client to sign the required documents. For Annuity policies issued with some form of recurring payment (“flow only”) the email will go directly to the client with a copy sent to you. No action will be required on your part. All policies sent via eDelivery will be available to view on your agent portal. You can review the policy on the New Business Dashboard and see the status of the eDelivery package.

Are there any exceptions to the eDelivery method?

Yes, the process is driven by the electronic application process, if we do not have
the SSN, DOB, or email of a signer, then a printed policy will be mailed.

If you have any questions, please contact the National Life Customer Experience Center at 1-800-732-8939.