Compliance Tip: Signature Methods

To meet our diverse sales force’s needs, SureBridge offers multiple methods of signing our e-application. While we encourage you to use these options to fit your clients’ needs, these methods are not a good fit for every transaction. It is important to know when to use which method. Here are some quick tips to help you make the right decisions when it comes time to sign.

• If your client is not physically in the room with you, do not use the in-person signature method. Doing so without the client present is considered forgery and could result in the loss of your appointment — or even your license.
• With the email signature method, always use the client’s actual email address. Never use your own email address or a fake or temporary one. Doing so could prevent the client from receiving important policy documents and/or communications. Also, it could result in the loss of your appointment.
• If you are taking a voice signature for an application, you must call the number and read the required language verbatim. The application will be considered incomplete if you do not call the number or if you omit any of the required information. This could result in chargebacks, coaching, and — ultimately —even the loss of your appointment.

We want to ensure our clients have the best possible experience, and when you make the right decisions, we are taking the most important step toward that goal.

The only way is the right way, and we thank you for your professionalism!

Brian R. Nelson is a Supplemental Sales Manager at SureBridge.