Signing multiple forms
We have fine-tuned the preliminary steps of the request to bind process: now you can have your agents sign more than one form. Your company defines the list of forms that have to be signed before the request to bind can be sent to you. Also, you can indicate signers for each form (the agent, the applicant or both) and provide a list of documents that have to be uploaded.
Once an agent initiates policy binding with your market a dialog box with all of your requirements is shown to them. To send a request to bind a policy, the agent has to complete all the steps listed in this dialog box.
If you are interested in adding this functionality to your Appulate account, feel free to reach out to your Appulate representative or email firstname.lastname@example.org.