1. Log into Ameritas Producer Workbench: - Locate the envelope icon in the top right corner and click on it to access the secure email system.
2. Access Attachments: - Open the relevant email and find the attachments at the bottom. - Combine the PDF files in the message and download them as a single file. Do not download them one by one.
3. Log into DocuSign: - Add all necessary recipients. Ensure everyone who needs to sign is included, such as yourself (the agent), joint owners, or different owners and insured individuals.
4. Check for Required Signatures: - Go through the document page by page to ensure no required signatures are missed. Accuracy is important.
5. Watch the Tutorial Video: - Watch the video above to see Brandon demonstrate how to apply signature requests to the delivery requirements packet.
6. Send DocuSign Request: - After sending the DocuSign request, call your client to inform them it's in their inbox and guide them through the signing process.
7. Download and Send Completed Documents: - Once everything is signed, download the final packet from DocuSign, including the DocuSign Certificate of Completion (this is very important). - Send all finished documents to our agency's Policy Delivery contact at Ameritas. Check the Ameritas support page in Levelup for the contact information.
After the policy is issued and you are paid, Ameritas will upload a copy of the policy and delivery requirements into the secure email system within the Ameritas agent portal. Completing these delivery requirements accurately is crucial.
Delivery Requirements
After the policy is issued and you are paid, Ameritas will upload a copy of the policy and delivery requirements into the secure email system within the Ameritas agent portal. Completing these delivery requirements accurately is crucial.
Steps to Follow:
1. Log into Ameritas Producer Workbench: - Locate the envelope icon in the top right corner and click on it to access the secure email system.
2. Access Attachments: - Open the relevant email and find the attachments at the bottom. - Combine the PDF files in the message and download them as a single file. Do not download them one by one.
3. Log into DocuSign: - Add all necessary recipients. Ensure everyone who needs to sign is included, such as yourself (the agent), joint owners, or different owners and insured individuals.
4. Check for Required Signatures: - Go through the document page by page to ensure no required signatures are missed. Accuracy is important.
5. Watch the Tutorial Video: - Watch the video above to see Brandon demonstrate how to apply signature requests to the delivery requirements packet.
6. Send DocuSign Request: - After sending the DocuSign request, call your client to inform them it's in their inbox and guide them through the signing process.
7. Download and Send Completed Documents: - Once everything is signed, download the final packet from DocuSign, including the DocuSign Certificate of Completion (this is very important). - Send all finished documents to our agency's Policy Delivery contact at Ameritas. Check the Ameritas support page in Levelup for the contact information.
