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Insurance & Investments Simple. Fast. Easy. |
NEW on My Advisor Dashboard: eSignature Status for eForms My Advisor Dashboard has provided details on the eSignature Status for Fast & Full applications and Policy Changes. eSignature Status for eForms now makes it easier to follow up on your clients' forms while saving more valuable time. At a glance, you'll see which eForms are completed or still in progress. |
More details on who signed the eForms You can see the status for each eSignature by clicking the ">" on the right for each eForm listed on the dashboard. There are four status categories: in progress, completed, voided, or declined. If the form was voided or declined, reach out to our customer service team to restart the eSignature form. |
Save time with these eForms on My Advisor Dashboard: 1. Transfer of Ownership Check back often as we make more eForms available.
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