Electronic contract | Requirements management
When an electronic contract is available and there are requirements to be met, you’ll receive a notification. The requirements to be met can be viewed in the Pending Business (PB) tool.
If signatures are required to meet requirements, the documents must be downloaded from the Client Documents application by selecting the document subtype that corresponds to the requested requirements.
For example, the requirements may include the following documents:
- Notice of premium payment
- Important notice
- Personal pre-authorized debit agreement
These documents, pre-filled with client information, are accessible individually in Client Documents and must be used to obtain the required signatures.
Although these documents also appear in the document titled Electronic contract, the latter is a complete legal document intended to be delivered to the policyowner.
To avoid any delays in the processing of your files, make sure your communication preferences are up to date. If necessary, refer to the Define communication preferences tool.
Questions?
Contact our business development team – Insurance.