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Online Signatures for Funeral Directors Life 🎥

Learn how to provide signatures and payment information for your preneed policy.

Watch the video below to learn all about Online Signatures! ðŸ‘‡

 

How to complete online signatures

Verification

First, go to your email and click the link provided.

click link

Enter the insured's date of birth for verification.

verifiy DOB

Payment

If you are providing payment details, click the Edit button. If not, skip to signatures below.

Edit payment info

You'll be asked provide either Bank draft or Credit card information.

bank draft

credit card

Click Submit to confirm and enter payment information.

You will know your payment information is saved when you can see the green text under the Edit button: "Bank saved" or "Card saved"

green text confirmation

Click the checkbox, then click Next.

checkbox and next

Signatures

If you'd like to view the full contract, click the View contract button.

After clicking View contract, you'll be taken to a new tab to review the document. Close this tab (or return to the previous tab) when your ready to continue signing.

view contract button

Scroll all the way down, click the checkbox, then click Next

scroll, checkbox, next

Continue scrolling through each document and clicking each checkbox to sign.

Some checkboxes are OPTIONAL. You can skip them by simply clicking Next

optional checkbox

You're all done! Be on the lookout for a confirmation email with instructions on how to access and download a copy of your contract.

confirmation page

 

 

If you have any questions or concerns, please contact your sales agent.