Building and preserving wealth together.

1-800-561-1177

eSignature Forms Now Available For Non-Face-To-Face Business
Submitted by Victoria on June 26, 2020 - 4:28pm
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

 

In today’s virtual and non-face-to-face environment, it’s important to make doing business with your clients as efficient as possible. Now you have a faster, more convenient way to make that happen. Through the new eSignature section on My Advisor Dashboard, you are now able to access online forms and applications that can be signed digitally.

Form screen English

The most popular forms based on advisor usage will be available for eSignature first, starting with the C-0170(a) Electronic PAD Agreement form for insurance. Updates will be provided as more forms and applications are enabled for eSignature.

The eSignature forms are secure, encrypted and can be instantly signed anytime, anywhere, and on any device. Save yourself and your clients valuable time and money while saving the environment.

Not registered yet? My Advisor Dashboard can make your life easier with real time application statuses and self-service transactions, and we continue to enhance it with features that you have been asking for.

Learn more about My Advisor Dashboard

 

award-banner-black-en

FOR ADVISOR USE ONLY

 

 

 
Welcome to Global Pacific!
Manulife Insureright
Compliance bulletin
COVID-19 Update
Calendar

Quick Links

4.050%

Financial Security Questionnaire