Closing the sale doesn’t end at issue — it’s completed at delivery.
Submitting signed delivery requirements is one of the most important steps in protecting your business, your client, and your placement.
Why it matters to you
✔ Strengthen your client relationship
Delivery is your opportunity to reconnect with your client, reinforce their decision, and answer any remaining questions. This builds trust and reduces the likelihood of future issues.
✔ Protect your placement
Signed delivery requirements confirm the policy was received and accepted. Without them, coverage may not be considered fully inforce — putting the case at risk.
✔ Reduce future headaches
Having signed documentation on file protects you and the company in the event of a complaint or claim. It ensures everyone is aligned on what was purchased and why.
Timing Matters: eDelivery vs. Physical Delivery
How quickly you receive the policy can impact how quickly you close the loop.
- eDelivery: Policy ePackages are typically sent within hours to up to 2 days, allowing you to move quickly while the sale is still fresh
- Physical Delivery: Printed policies may take 5–7 business days to reach you or your client
The faster the policy is delivered, the easier it is to complete signatures and finalize the sale
Make It Easier with eDelivery
eDelivery is the fastest and most efficient way to complete delivery requirements:
- Seamless process: Once all parties sign, forms are automatically returned and processed — no follow-up needed
- Higher completion rates: Built-in routing ensures all required signatures are captured
- Better client experience: Simple, secure, and easy to complete from anywhere
- eDelivery resources:
Best Practices for Success
- Deliver policies promptly — don’t let them sit
- Review the policy with your client to confirm it meets expectations
- Obtain all required signatures at the time of delivery
- Return signed documents to the Home Office as soon as possible
- Use eDelivery whenever possible for faster, cleaner processing
Bottom Line
Clean delivery = clean business.
The faster you deliver and complete requirements, the better you protect your case, your client, and your long-term success.
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