Stay on top of policy delivery, especially as the year-end approaches.
As we move toward the end of the year, staying close to outstanding delivery requirements becomes even more important.
Did you know you can opt in to receive text notification to track your eDelivered policy every step of the way:
A policy is ready for your approval
A policy is waiting for your client’s signature
Reminders when your signature or the client’s signature has not yet been completed
Text alerts help you act quickly, close the loop on outstanding requirements, and keep cases moving during a busy time of year. Sign up on the AgentPortal!
Opt in to policy delivery text notifications today.
Navigate to “My Profile” > “Notification Preferences” > “New Business” > Select Text notifications
Click HERE for more information on delivery requirements.
Detailed Instructions for Text Opt In
My Profile > Notification Preferences
New Business > Select Preferred Text Options
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