Standard Insurance Company The Standard Life Insurance Company
![Standard Insurance Company The Standard Life Insurance Company of New York Standard Insurance Company Standard Insurance Company The Standard Life Insurance Company of New York Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-1.jpg)
![Electronic Delivery The Standard is the first carrier to make 100% of disability insurance Electronic Delivery The Standard is the first carrier to make 100% of disability insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-2.jpg)
![Delivery in Person • Electronic delivery doesn’t remove the face to face delivery meeting Delivery in Person • Electronic delivery doesn’t remove the face to face delivery meeting](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-3.jpg)
![Distributor Dashboard View Provides a view of all policies – from new policies issued Distributor Dashboard View Provides a view of all policies – from new policies issued](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-4.jpg)
![User Roles in Doc. Fast Green icons represent the four different user roles as User Roles in Doc. Fast Green icons represent the four different user roles as](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-5.jpg)
![A question mark (? ) indicates which user has possession. When that user’s review A question mark (? ) indicates which user has possession. When that user’s review](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-6.jpg)
![It All Starts with an Email Distributor Case Managers receive an email advising the It All Starts with an Email Distributor Case Managers receive an email advising the](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-7.jpg)
![Login Screen The email link takes the user directly to the Doc. Fast login Login Screen The email link takes the user directly to the Doc. Fast login](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-8.jpg)
![Policy Summary View The summary view provides access to the contract and other policy Policy Summary View The summary view provides access to the contract and other policy](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-9.jpg)
![Viewing Watermarked PDF The. pdf icon displays a watermarked preview of the policy and Viewing Watermarked PDF The. pdf icon displays a watermarked preview of the policy and](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-10.jpg)
![Drop-down Action Menu includes Change Request and e-Deliver to Agent 17314 PPT (Rev 7/15) Drop-down Action Menu includes Change Request and e-Deliver to Agent 17314 PPT (Rev 7/15)](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-11.jpg)
![Send Change Request Message User types a description of the change being requested, such Send Change Request Message User types a description of the change being requested, such](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-12.jpg)
![Change Request in Progress Distributor icon changes color and arrow points back to Carrier, Change Request in Progress Distributor icon changes color and arrow points back to Carrier,](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-13.jpg)
![E-Deliver to Agent To electronically deliver the approved policy to the Agent, select the E-Deliver to Agent To electronically deliver the approved policy to the Agent, select the](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-14.jpg)
![Delivering to an Agent for the First Time Click “Add New” 17314 PPT (Rev Delivering to an Agent for the First Time Click “Add New” 17314 PPT (Rev](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-15.jpg)
![Delivering to an Agent for the First Time Type in Agent’s name and email Delivering to an Agent for the First Time Type in Agent’s name and email](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-16.jpg)
![E-Deliver Policy to Agent 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company E-Deliver Policy to Agent 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-17.jpg)
![Customize Your Email Always attach the Agent User Instructions! 17314 PPT (Rev 7/15) SI/SNY Customize Your Email Always attach the Agent User Instructions! 17314 PPT (Rev 7/15) SI/SNY](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-18.jpg)
![Send Policy to Agent Click Send Policy to Agent when ready for delivery. 17314 Send Policy to Agent Click Send Policy to Agent when ready for delivery. 17314](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-19.jpg)
![System Response Confirmation message the policy has been e-Delivered to Agent. 17314 PPT (Rev System Response Confirmation message the policy has been e-Delivered to Agent. 17314 PPT (Rev](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-20.jpg)
![Updated Delivery Status to Agent The distributor’s icon changes to solid green, the delivery Updated Delivery Status to Agent The distributor’s icon changes to solid green, the delivery](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-21.jpg)
![Agent Receives Email Notification New Policy 00 CC 123456 is Available For Your Approval Agent Receives Email Notification New Policy 00 CC 123456 is Available For Your Approval](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-22.jpg)
![Sample Page of Agent Instructions 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Sample Page of Agent Instructions 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-23.jpg)
![Agent Registration The agent has to register only the first time they use Doc. Agent Registration The agent has to register only the first time they use Doc.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-24.jpg)
![Agent Taken Directly to Policy 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Agent Taken Directly to Policy 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-25.jpg)
![E-Sign and E-Deliver to Consumer Under “Actions, ” choose e-Sign and e-Deliver to Consumer. E-Sign and E-Deliver to Consumer Under “Actions, ” choose e-Sign and e-Deliver to Consumer.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-26.jpg)
![Agent Policy Review (or e-Sign) With the first policy received, an agent must agree Agent Policy Review (or e-Sign) With the first policy received, an agent must agree](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-27.jpg)
![Agent Policy Review (or e-Sign) Then click Review Document. 17314 PPT (Rev 7/15) SI/SNY Agent Policy Review (or e-Sign) Then click Review Document. 17314 PPT (Rev 7/15) SI/SNY](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-28.jpg)
![Agent Review/Signature Most states do not require an agent signature at delivery. States that Agent Review/Signature Most states do not require an agent signature at delivery. States that](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-29.jpg)
![Agent Review/Signature The agent fills his or her name for authentication purposes, then clicks Agent Review/Signature The agent fills his or her name for authentication purposes, then clicks](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-30.jpg)
![Agent Review Complete When review is complete, the Agent closes the document. 17314 PPT Agent Review Complete When review is complete, the Agent closes the document. 17314 PPT](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-31.jpg)
![In Person or Email Delivery Options © 2010 Standard Insurance Company In Person or Email Delivery Options © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-32.jpg)
![Choosing Face to Face Delivery Agents always have the option to electronically deliver the Choosing Face to Face Delivery Agents always have the option to electronically deliver the](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-33.jpg)
![Face to Face Delivery Secure login verifies consumer identity: After answering required questions, click Face to Face Delivery Secure login verifies consumer identity: After answering required questions, click](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-34.jpg)
![Face to Face Delivery With face to face delivery, when signing is complete, consumers Face to Face Delivery With face to face delivery, when signing is complete, consumers](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-35.jpg)
![Completion of Face to Face Delivery The Consumer has now e-signed and accepted their Completion of Face to Face Delivery The Consumer has now e-signed and accepted their](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-36.jpg)
![Choosing Electronic Delivery If an in-person delivery meeting with a client isn’t practical, edelivery Choosing Electronic Delivery If an in-person delivery meeting with a client isn’t practical, edelivery](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-37.jpg)
![Choosing Electronic Delivery A customized message can be added, then click Send message to Choosing Electronic Delivery A customized message can be added, then click Send message to](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-38.jpg)
![Status Updated 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide Status Updated 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-39.jpg)
![E-Sign: Consumer Perspective © 2010 Standard Insurance Company E-Sign: Consumer Perspective © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-40.jpg)
![Consumer Email Notification The Consumer receives an email from their Agent. Hello MARY Congratulations Consumer Email Notification The Consumer receives an email from their Agent. Hello MARY Congratulations](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-41.jpg)
![Consumer Portal 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide Consumer Portal 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-42.jpg)
![Successful Consumer Login The consumer is prompted to review and e. Sign their policy. Successful Consumer Login The consumer is prompted to review and e. Sign their policy.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-43.jpg)
![Agent Notified The agent immediately receives an email notice that their client has logged Agent Notified The agent immediately receives an email notice that their client has logged](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-44.jpg)
![Consumer Agrees The consumer agrees to an electronic transaction. 17314 PPT (Rev 7/15) SI/SNY Consumer Agrees The consumer agrees to an electronic transaction. 17314 PPT (Rev 7/15) SI/SNY](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-45.jpg)
![System Guides the Consumer Simple instructions and tabs guide the consumer through each part System Guides the Consumer Simple instructions and tabs guide the consumer through each part](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-46.jpg)
![Tabs Show Where to Sign 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Tabs Show Where to Sign 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-47.jpg)
![Adopt and Sign Consumer chooses a font to represent their signature. 17314 PPT (Rev Adopt and Sign Consumer chooses a font to represent their signature. 17314 PPT (Rev](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-48.jpg)
![Consumer Review/Signature The consumer fills in his or her name for authentication purposes, then Consumer Review/Signature The consumer fills in his or her name for authentication purposes, then](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-49.jpg)
![Selecting an Effective Date © 2010 Standard Insurance Company Selecting an Effective Date © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-50.jpg)
![Policy Acceptance Form • Consumers cannot choose a future-effective date. • Effective dates can Policy Acceptance Form • Consumers cannot choose a future-effective date. • Effective dates can](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-51.jpg)
![Recent Age Changes Flexible dating may allow you to select an effective date prior Recent Age Changes Flexible dating may allow you to select an effective date prior](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-52.jpg)
![Electronic Funds Transfer Authorization While recurring (i. e. monthly) electronic billing is optional, when Electronic Funds Transfer Authorization While recurring (i. e. monthly) electronic billing is optional, when](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-53.jpg)
![REQUIRED 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to REQUIRED 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-54.jpg)
![Billing and Payment – Did You Know? • If a client brings a paper Billing and Payment – Did You Know? • If a client brings a paper](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-55.jpg)
![Confirm Signing Final signature when all requirements have been completed. 17314 PPT (Rev 7/15) Confirm Signing Final signature when all requirements have been completed. 17314 PPT (Rev 7/15)](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-56.jpg)
![Thank You! 30 -Day Consumer Access 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Thank You! 30 -Day Consumer Access 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-57.jpg)
![Agent Notified When Confirm Signing is clicked, all parties in the delivery channel are Agent Notified When Confirm Signing is clicked, all parties in the delivery channel are](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-58.jpg)
![Delivery Requirements Received! When all icons are solid green, processing occurs at The Standard Delivery Requirements Received! When all icons are solid green, processing occurs at The Standard](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-59.jpg)
![Consequences of Printing • While printing capabilities exist, consumers have expressed that they prefer Consequences of Printing • While printing capabilities exist, consumers have expressed that they prefer](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-60.jpg)
![Printing for Hand Delivery Printing delays the receipt and processing of delivery requirements, which Printing for Hand Delivery Printing delays the receipt and processing of delivery requirements, which](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-61.jpg)
![Printing for Hand Delivery Printing stops the electronic delivery process and removes it from Printing for Hand Delivery Printing stops the electronic delivery process and removes it from](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-62.jpg)
![Happier Customers • Consumers have expressed to The Standard that they prefer the ease Happier Customers • Consumers have expressed to The Standard that they prefer the ease](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-63.jpg)
![Happier Agents • More policies delivered electronically are accepted than policies delivered by paper. Happier Agents • More policies delivered electronically are accepted than policies delivered by paper.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-64.jpg)
![Questions? 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Questions? 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-65.jpg)
![17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide To Electronic 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide To Electronic](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-66.jpg)
- Slides: 66
![Standard Insurance Company The Standard Life Insurance Company of New York Standard Insurance Company Standard Insurance Company The Standard Life Insurance Company of New York Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-1.jpg)
Standard Insurance Company The Standard Life Insurance Company of New York Standard Insurance Company is licensed to issue insurance in all states except New York. The Standard Life Insurance Company of New York is only licensed to issue insurance in the state of New York. Complete Guide to Electronic Policy Delivery with The Standard For Producer Use Only – Not For Use With Consumers © 2010 Standard Insurance Company
![Electronic Delivery The Standard is the first carrier to make 100 of disability insurance Electronic Delivery The Standard is the first carrier to make 100% of disability insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-2.jpg)
Electronic Delivery The Standard is the first carrier to make 100% of disability insurance policies available for delivery to the consumer electronically, using Doc. Fast®. Instead of waiting for days, clients are now able to receive their policies in a matter of minutes. Policies delivered electronically are placed an average of 22 days faster than policies that are printed for delivery. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Delivery in Person Electronic delivery doesnt remove the face to face delivery meeting Delivery in Person • Electronic delivery doesn’t remove the face to face delivery meeting](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-3.jpg)
Delivery in Person • Electronic delivery doesn’t remove the face to face delivery meeting between agent and client – it just removes the paper. • Agents are now able to offer a safe, simple and modern delivery method that enhances acceptance of the client’s policy. • And with e-delivery, the consumer’s personal, confidential information is protected and secure. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Distributor Dashboard View Provides a view of all policies from new policies issued Distributor Dashboard View Provides a view of all policies – from new policies issued](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-4.jpg)
Distributor Dashboard View Provides a view of all policies – from new policies issued for delivery to policies that have been delivered and accepted. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![User Roles in Doc Fast Green icons represent the four different user roles as User Roles in Doc. Fast Green icons represent the four different user roles as](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-5.jpg)
User Roles in Doc. Fast Green icons represent the four different user roles as policy delivery moves from Carrier, to Distributor (Agency Case Manager), to Agent and then Consumer. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![A question mark indicates which user has possession When that users review A question mark (? ) indicates which user has possession. When that user’s review](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-6.jpg)
A question mark (? ) indicates which user has possession. When that user’s review is complete, their icon changes to solid green. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![It All Starts with an Email Distributor Case Managers receive an email advising the It All Starts with an Email Distributor Case Managers receive an email advising the](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-7.jpg)
It All Starts with an Email Distributor Case Managers receive an email advising the policy is ready for review and delivery to the Agent. Hello Peggie, A policy is ready for your approval. If you have an account with i. Pipeline, you can review the policy now using your user ID and password. Access the policy. Regards, Doc. Fast on behalf of Sherrie Martin Standard Insurance Company 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Login Screen The email link takes the user directly to the Doc Fast login Login Screen The email link takes the user directly to the Doc. Fast login](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-8.jpg)
Login Screen The email link takes the user directly to the Doc. Fast login screen. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Policy Summary View The summary view provides access to the contract and other policy Policy Summary View The summary view provides access to the contract and other policy](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-9.jpg)
Policy Summary View The summary view provides access to the contract and other policy information. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Viewing Watermarked PDF The pdf icon displays a watermarked preview of the policy and Viewing Watermarked PDF The. pdf icon displays a watermarked preview of the policy and](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-10.jpg)
Viewing Watermarked PDF The. pdf icon displays a watermarked preview of the policy and delivery memo. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Dropdown Action Menu includes Change Request and eDeliver to Agent 17314 PPT Rev 715 Drop-down Action Menu includes Change Request and e-Deliver to Agent 17314 PPT (Rev 7/15)](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-11.jpg)
Drop-down Action Menu includes Change Request and e-Deliver to Agent 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Send Change Request Message User types a description of the change being requested such Send Change Request Message User types a description of the change being requested, such](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-12.jpg)
Send Change Request Message User types a description of the change being requested, such as cancelling a rider or a spelling correction. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Change Request in Progress Distributor icon changes color and arrow points back to Carrier Change Request in Progress Distributor icon changes color and arrow points back to Carrier,](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-13.jpg)
Change Request in Progress Distributor icon changes color and arrow points back to Carrier, indicating the policy has been sent back to have something changed. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![EDeliver to Agent To electronically deliver the approved policy to the Agent select the E-Deliver to Agent To electronically deliver the approved policy to the Agent, select the](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-14.jpg)
E-Deliver to Agent To electronically deliver the approved policy to the Agent, select the “e-Deliver to Agent” option under “Actions”. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Delivering to an Agent for the First Time Click Add New 17314 PPT Rev Delivering to an Agent for the First Time Click “Add New” 17314 PPT (Rev](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-15.jpg)
Delivering to an Agent for the First Time Click “Add New” 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Delivering to an Agent for the First Time Type in Agents name and email Delivering to an Agent for the First Time Type in Agent’s name and email](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-16.jpg)
Delivering to an Agent for the First Time Type in Agent’s name and email address 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![EDeliver Policy to Agent 17314 PPT Rev 715 SISNY 2010 Standard Insurance Company E-Deliver Policy to Agent 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-17.jpg)
E-Deliver Policy to Agent 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Customize Your Email Always attach the Agent User Instructions 17314 PPT Rev 715 SISNY Customize Your Email Always attach the Agent User Instructions! 17314 PPT (Rev 7/15) SI/SNY](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-18.jpg)
Customize Your Email Always attach the Agent User Instructions! 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Send Policy to Agent Click Send Policy to Agent when ready for delivery 17314 Send Policy to Agent Click Send Policy to Agent when ready for delivery. 17314](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-19.jpg)
Send Policy to Agent Click Send Policy to Agent when ready for delivery. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![System Response Confirmation message the policy has been eDelivered to Agent 17314 PPT Rev System Response Confirmation message the policy has been e-Delivered to Agent. 17314 PPT (Rev](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-20.jpg)
System Response Confirmation message the policy has been e-Delivered to Agent. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Updated Delivery Status to Agent The distributors icon changes to solid green the delivery Updated Delivery Status to Agent The distributor’s icon changes to solid green, the delivery](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-21.jpg)
Updated Delivery Status to Agent The distributor’s icon changes to solid green, the delivery arrow now points to the Agent, next in line to receive the policy. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Receives Email Notification New Policy 00 CC 123456 is Available For Your Approval Agent Receives Email Notification New Policy 00 CC 123456 is Available For Your Approval](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-22.jpg)
Agent Receives Email Notification New Policy 00 CC 123456 is Available For Your Approval Hello John, MARY BROWN’s policy from Standard Insurance Company is now available online. Please take a moment to review the policy. If any changes are needed, please send back to Insurance Agency, Inc. If it is ready to be delivered, please forward it to MARY within Doc. Fast. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Sample Page of Agent Instructions 17314 PPT Rev 715 SISNY 2010 Standard Insurance Sample Page of Agent Instructions 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-23.jpg)
Sample Page of Agent Instructions 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Registration The agent has to register only the first time they use Doc Agent Registration The agent has to register only the first time they use Doc.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-24.jpg)
Agent Registration The agent has to register only the first time they use Doc. Fast. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Taken Directly to Policy 17314 PPT Rev 715 SISNY 2010 Standard Insurance Agent Taken Directly to Policy 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-25.jpg)
Agent Taken Directly to Policy 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![ESign and EDeliver to Consumer Under Actions choose eSign and eDeliver to Consumer E-Sign and E-Deliver to Consumer Under “Actions, ” choose e-Sign and e-Deliver to Consumer.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-26.jpg)
E-Sign and E-Deliver to Consumer Under “Actions, ” choose e-Sign and e-Deliver to Consumer. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Policy Review or eSign With the first policy received an agent must agree Agent Policy Review (or e-Sign) With the first policy received, an agent must agree](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-27.jpg)
Agent Policy Review (or e-Sign) With the first policy received, an agent must agree to do business electronically with The Standard: 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Policy Review or eSign Then click Review Document 17314 PPT Rev 715 SISNY Agent Policy Review (or e-Sign) Then click Review Document. 17314 PPT (Rev 7/15) SI/SNY](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-28.jpg)
Agent Policy Review (or e-Sign) Then click Review Document. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent ReviewSignature Most states do not require an agent signature at delivery States that Agent Review/Signature Most states do not require an agent signature at delivery. States that](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-29.jpg)
Agent Review/Signature Most states do not require an agent signature at delivery. States that do feature tabs indicating where to sign. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent ReviewSignature The agent fills his or her name for authentication purposes then clicks Agent Review/Signature The agent fills his or her name for authentication purposes, then clicks](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-30.jpg)
Agent Review/Signature The agent fills his or her name for authentication purposes, then clicks the confirm signing button: 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Review Complete When review is complete the Agent closes the document 17314 PPT Agent Review Complete When review is complete, the Agent closes the document. 17314 PPT](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-31.jpg)
Agent Review Complete When review is complete, the Agent closes the document. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![In Person or Email Delivery Options 2010 Standard Insurance Company In Person or Email Delivery Options © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-32.jpg)
In Person or Email Delivery Options © 2010 Standard Insurance Company
![Choosing Face to Face Delivery Agents always have the option to electronically deliver the Choosing Face to Face Delivery Agents always have the option to electronically deliver the](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-33.jpg)
Choosing Face to Face Delivery Agents always have the option to electronically deliver the policy in person. The e-signature process is completed securely when meeting with the client. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Face to Face Delivery Secure login verifies consumer identity After answering required questions click Face to Face Delivery Secure login verifies consumer identity: After answering required questions, click](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-34.jpg)
Face to Face Delivery Secure login verifies consumer identity: After answering required questions, click Continue 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Face to Face Delivery With face to face delivery when signing is complete consumers Face to Face Delivery With face to face delivery, when signing is complete, consumers](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-35.jpg)
Face to Face Delivery With face to face delivery, when signing is complete, consumers receive an email with a link to access their policy documents with all signatures and dates. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Completion of Face to Face Delivery The Consumer has now esigned and accepted their Completion of Face to Face Delivery The Consumer has now e-signed and accepted their](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-36.jpg)
Completion of Face to Face Delivery The Consumer has now e-signed and accepted their policy using the Face to Face process and can access their policy using the link provided in the email. An email has now been sent to the consumer from the Agent via Doc. Fast 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Choosing Electronic Delivery If an inperson delivery meeting with a client isnt practical edelivery Choosing Electronic Delivery If an in-person delivery meeting with a client isn’t practical, edelivery](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-37.jpg)
Choosing Electronic Delivery If an in-person delivery meeting with a client isn’t practical, edelivery can still occur just as rapidly with an email containing a convenient and secure link to the policy. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Choosing Electronic Delivery A customized message can be added then click Send message to Choosing Electronic Delivery A customized message can be added, then click Send message to](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-38.jpg)
Choosing Electronic Delivery A customized message can be added, then click Send message to Client. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Status Updated 17314 PPT Rev 715 SISNY 2010 Standard Insurance Company Complete Guide Status Updated 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-39.jpg)
Status Updated 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![ESign Consumer Perspective 2010 Standard Insurance Company E-Sign: Consumer Perspective © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-40.jpg)
E-Sign: Consumer Perspective © 2010 Standard Insurance Company
![Consumer Email Notification The Consumer receives an email from their Agent Hello MARY Congratulations Consumer Email Notification The Consumer receives an email from their Agent. Hello MARY Congratulations](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-41.jpg)
Consumer Email Notification The Consumer receives an email from their Agent. Hello MARY Congratulations on your decision to protect your income with the disability insurance you need. Please take a moment to review and sign your policy. If you have any questions, please do not hesitate to contact me at JSMITH 1@INSURANCE. COM. Thanks again for allowing me to handle your disability insurance needs. The agent can add a note to their client in this box and it will appear as the last paragraph in the boilerplate message below when it is delivered. Regards, Doc. Fast on behalf of John Smith 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Consumer Portal 17314 PPT Rev 715 SISNY 2010 Standard Insurance Company Complete Guide Consumer Portal 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-42.jpg)
Consumer Portal 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Successful Consumer Login The consumer is prompted to review and e Sign their policy Successful Consumer Login The consumer is prompted to review and e. Sign their policy.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-43.jpg)
Successful Consumer Login The consumer is prompted to review and e. Sign their policy. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Notified The agent immediately receives an email notice that their client has logged Agent Notified The agent immediately receives an email notice that their client has logged](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-44.jpg)
Agent Notified The agent immediately receives an email notice that their client has logged in to view the policy, if they wish to call the consumer and walk them through the signing together. Policy 00 CC 123456 Consumer successfully logged into portal Hello, John, Consumer MARY BROWN has successfully logged into the Doc. Fast Consumer Portal to view policy 00 CC 123456. Regards, Doc. Fast on behalf of MARY BROWN 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Consumer Agrees The consumer agrees to an electronic transaction 17314 PPT Rev 715 SISNY Consumer Agrees The consumer agrees to an electronic transaction. 17314 PPT (Rev 7/15) SI/SNY](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-45.jpg)
Consumer Agrees The consumer agrees to an electronic transaction. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![System Guides the Consumer Simple instructions and tabs guide the consumer through each part System Guides the Consumer Simple instructions and tabs guide the consumer through each part](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-46.jpg)
System Guides the Consumer Simple instructions and tabs guide the consumer through each part of the e. Sign process. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Tabs Show Where to Sign 17314 PPT Rev 715 SISNY 2010 Standard Insurance Tabs Show Where to Sign 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-47.jpg)
Tabs Show Where to Sign 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Adopt and Sign Consumer chooses a font to represent their signature 17314 PPT Rev Adopt and Sign Consumer chooses a font to represent their signature. 17314 PPT (Rev](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-48.jpg)
Adopt and Sign Consumer chooses a font to represent their signature. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Consumer ReviewSignature The consumer fills in his or her name for authentication purposes then Consumer Review/Signature The consumer fills in his or her name for authentication purposes, then](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-49.jpg)
Consumer Review/Signature The consumer fills in his or her name for authentication purposes, then clicks the Confirm Signing button: Consumer enters name 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Selecting an Effective Date 2010 Standard Insurance Company Selecting an Effective Date © 2010 Standard Insurance Company](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-50.jpg)
Selecting an Effective Date © 2010 Standard Insurance Company
![Policy Acceptance Form Consumers cannot choose a futureeffective date Effective dates can Policy Acceptance Form • Consumers cannot choose a future-effective date. • Effective dates can](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-51.jpg)
Policy Acceptance Form • Consumers cannot choose a future-effective date. • Effective dates can range between today (the date the policy is accepted) back to the date the application was signed. Premium due is based on the effective date chosen. • If no effective date is chosen, the effective date will default to either the CR date or the date the policy is accepted. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard Policy Acceptance A
![Recent Age Changes Flexible dating may allow you to select an effective date prior Recent Age Changes Flexible dating may allow you to select an effective date prior](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-52.jpg)
Recent Age Changes Flexible dating may allow you to select an effective date prior to an age change event. • If an age change is occurring, an age change illustration showing the higher or lower premium may be provided. • Please see the Policy Delivery Memo for details, if this is an option for a specific case. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Electronic Funds Transfer Authorization While recurring i e monthly electronic billing is optional when Electronic Funds Transfer Authorization While recurring (i. e. monthly) electronic billing is optional, when](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-53.jpg)
Electronic Funds Transfer Authorization While recurring (i. e. monthly) electronic billing is optional, when premium is due, a One-Time Electronic Debit (EFT) of initial premium is required to put the policy in force. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![REQUIRED 17314 PPT Rev 715 SISNY 2010 Standard Insurance Company Complete Guide to REQUIRED 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-54.jpg)
REQUIRED 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Billing and Payment Did You Know If a client brings a paper Billing and Payment – Did You Know? • If a client brings a paper](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-55.jpg)
Billing and Payment – Did You Know? • If a client brings a paper check to a face to face delivery, electronic delivery can still occur. Consumers simply transfer the check’s routing and account numbers onto the premium debit form, then destroy or void the check. • The Standard will draft the amount of premium required to place the policy in force based on the requested effective date and premium mode chosen. • If you are submitting a paper check (such as for an employerpaid case) please advise your Customer Management Specialist (CMS) before delivering the policy. NOTE: Dual signings with Business Overhead Expense Protector. SM or Business Equity Protector. SM contracts can be signed electronically with a paper check sent as a trailing document. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Confirm Signing Final signature when all requirements have been completed 17314 PPT Rev 715 Confirm Signing Final signature when all requirements have been completed. 17314 PPT (Rev 7/15)](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-56.jpg)
Confirm Signing Final signature when all requirements have been completed. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Thank You 30 Day Consumer Access 17314 PPT Rev 715 SISNY 2010 Standard Thank You! 30 -Day Consumer Access 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-57.jpg)
Thank You! 30 -Day Consumer Access 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Agent Notified When Confirm Signing is clicked all parties in the delivery channel are Agent Notified When Confirm Signing is clicked, all parties in the delivery channel are](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-58.jpg)
Agent Notified When Confirm Signing is clicked, all parties in the delivery channel are notified via email. Policy 00 CC 123456 has been approved and signed by the consumer Hello, John, Consumer MARY BROWN has approved and electronically signed policy 00 CC 123456. Regards, Doc. Fast on behalf of MARY BROWN 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Delivery Requirements Received When all icons are solid green processing occurs at The Standard Delivery Requirements Received! When all icons are solid green, processing occurs at The Standard](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-59.jpg)
Delivery Requirements Received! When all icons are solid green, processing occurs at The Standard home office to place the policy in force. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Consequences of Printing While printing capabilities exist consumers have expressed that they prefer Consequences of Printing • While printing capabilities exist, consumers have expressed that they prefer](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-60.jpg)
Consequences of Printing • While printing capabilities exist, consumers have expressed that they prefer the security and convenience of an electronic signature. • Printing delays the receipt and processing of delivery requirements, which in turn, can delay commissions. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Printing for Hand Delivery Printing delays the receipt and processing of delivery requirements which Printing for Hand Delivery Printing delays the receipt and processing of delivery requirements, which](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-61.jpg)
Printing for Hand Delivery Printing delays the receipt and processing of delivery requirements, which in turn, can delay processing of commissions. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Printing for Hand Delivery Printing stops the electronic delivery process and removes it from Printing for Hand Delivery Printing stops the electronic delivery process and removes it from](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-62.jpg)
Printing for Hand Delivery Printing stops the electronic delivery process and removes it from the secure environment, delaying activation of coverage. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Happier Customers Consumers have expressed to The Standard that they prefer the ease Happier Customers • Consumers have expressed to The Standard that they prefer the ease](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-63.jpg)
Happier Customers • Consumers have expressed to The Standard that they prefer the ease and security of electronic policy delivery, rather than paper. • Have you ever misplaced a policy? With increasing concern over breaches of confidential information, the safety of electronic delivery through a system as secure as Doc. Fast is something modern consumers expect. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Happier Agents More policies delivered electronically are accepted than policies delivered by paper Happier Agents • More policies delivered electronically are accepted than policies delivered by paper.](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-64.jpg)
Happier Agents • More policies delivered electronically are accepted than policies delivered by paper. More than 96% of The Standard’s policies sent to consumers electronically are accepted. • Electronic delivery enables faster initiation of agent commissions. Once e-signature occurs, delivery requirements are immediately received by The Standard. • The speed of electronic delivery also helps agents meet commission cut-off dates. 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![Questions 17314 PPT Rev 715 SISNY 2010 Standard Insurance Company Complete Guide to Questions? 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-65.jpg)
Questions? 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide to Electronic Policy Delivery with The Standard
![17314 PPT Rev 715 SISNY 2010 Standard Insurance Company Complete Guide To Electronic 17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide To Electronic](https://slidetodoc.com/presentation_image_h/1f3cab0a4ed65d14ef97757f8d7a3cae/image-66.jpg)
17314 PPT (Rev 7/15) SI/SNY © 2010 Standard Insurance Company Complete Guide To Electronic Policy Delivery With The Standard
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