Individual Disability Insurance
Agent Instructions
For DocFast® Electronic Policy Delivery
Content
•
What to do when you receive a notice that a customer’s policy is ready
for delivery
•
Registering with DocFast
•
Signing the policy
•
Electronic policy delivery options
•
In-person, face-to-face signing
•
Linking to electronic policies sent to consumers
by email
•
Customizing communications with your customers
•
Policy access and print options
•
Payment
•
Browser information
•
Obtaining technical assistance
For producer use only.
Not for use with consumers.
Standard Insurance Company
The Standard Life Insurance
Company Of New York
standard.com/di
17355 (7/15) SI/SNY
When You Receive a Notice That a Policy is Ready for
Delivery
When a policy is ready for delivery, you will receive an email
similar to this example.
Select Click here to access the policy.
Registering with DocFast
If this is your first time using DocFast, go to
the DocFast Registration Center.
Once registration is complete, this message displays.
Click OK. Follow the prompts.
Signing the Policy
In states where agents’ signatures are required, agents will
see a Start tab. If there is no Start tab, then no signature is
required.
Electronic Delivery Options
You can deliver policies electronically while meeting with your customer in
person or with a link in an email.
Delivering Electronic Policies In
Person
If you prefer to meet with your customers in
person when you deliver their policies, it’s easy!
From your laptop or hand-held device, while you
are meeting with your customer, click Actions.
From the drop-down menu choose
e-Sign and e-Deliver to Consumer.
Customizing Electronic
Communications
with your Customers
If you are sending your customer a link to the policy
via email, add your customer’s information and your
personal message.
Delivering Electronic Policies In Person
(continued)
You will then be prompted to review the e-signature and terms
of consent. Check the consent box if you accept them.
Then click Review Documents and follow the prompts.
You will receive a prompt that asks you
if there are any consumers present. The
system is asking you if your customer is
present with you.
When you are ready, select Yes.
Delivering Electronic Policies
In Person (continued)
Then choose Start Consumer e-Sign.
Give your customer access to your laptop or handheld device
so he or she can answer the security questions that follow.
After completion, ask your customers to review the e-signature
consent terms and to check the consent box if they choose to
continue with the process electronically.
Delivering Policies via a Link
to the Policy in Email
Your customers receive an email similar to this example
and are asked a security question to confirm their identity.
Premium Payment
A one time electronic funds transfer is usually
required in order to put the policy in force.
If a customer brings a paper check to pay for the
initial premium, they can enter the bank routing and
account number in the form.
If you are sending a paper check, as in an employer-paid case, please advise your Customer Managment Specialist
at The Standard before delivering the policy.
Your customers are
then taken to the
Review Documents
screen which gives
them the opportunity
to review each page
of the policy.
Once they have
reviewed the policy
and confirmed that
everything is as they
expect, they can Sign
and Confirm
Acceptance of their
policy.
Once the signature process is completed, your customers will
see a notice similar to this example.
Notice of 30 Days to View,
Print or Save Policies
Your customer will then see a notice similar to
this example.
If you wish to print a copy of a policy, wait until
after it has been e-signed by the customer.
Do not choose the Print option before policies
are signed.
That would void the capability for an electronic
signature and electronic delivery.
Browser Information
DocFast supports Google Chrome, Safari, Firefox, and Internet Explorer 8,
9 and 10. If you have Internet Explorer 7 or earlier, please download a later
version.
DocFast Technical Assistance
For technical support with eDelivery, please email [email protected] or
call 800.641.6557.