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Insurance Webinar: E-Policy Delivery for Agents & Brokers

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How to implement a successful e-policy delivery program for your agency

Many agencies are turning to electronic policy delivery, reducing delivery “cycle time” from days or weeks to minutes, eliminating printing, mailing and scanning costs, and increasing customer renewal retention and satisfaction (because seven out of ten clients prefer electronic documents). Join Steve Anderson on this informative webinar to learn how to implement a successful e-policy delivery program for your agency. This 45 minute webinar will help you understand:

  • How to receive policy copies electronically from carriers
  • How to obtain clients’ permission to deliver documents electronically
  • How to comply with ESIGN and UETA e-delivery requirements
  • Best practices recommendations for electronic delivery of policies and documents

On Demand Webinar: View Immediately!