When beginning an enrollment, you'll be asked to select which method of signature you’d like to use to submit the enrollment. Here's a breakdown of how those work.

When you press enroll on a particular plan, you'll see the option to select the eSignature or Voice signature version of the enrollment forms.

If you're recording the call, you can use Voice signature, and you'll be able to submit the enrollment yourself.

Or, you can use eSignature, which allows you to fill out the form, then send the client a link to sign and submit it. Some agents prefer this to create more of a paper trail.

Selecting the eSignature option allows you to text or email the enrollment to the beneficiary to sign and submit.

Fill out the application as normal. Then, upon reaching the end of the application, you’ll select the “Send to beneficiary” button to proceed.

You'll then see this pop-up, where you can choose how to send the client the link to submit – either via email, text, or both. We recommend you send to both, in case the client loses track of one or the other message.

You can select which official carrier PDFs you would like to include with the application, if any. Press the "Send application" button to send a link to the application to the client.

After selecting the ‘Send application’ button, you'll see a confirmation notice that includes an authorization code. Your client will also receive this authorization code within their eSignature application, but you may wish to provide the code to your client verbally as well.

Whether the client has chosen to receive the eSignature application via email, text, or both, the client will receive two separate messages. One message will include an option to proceed with their application review and the other will include their authorization code.

Text message example

Email example

Once the client has selected the link to proceed with their application (text method) or the ‘View application’ button (email method), the client will be taken to a landing page. Here they will need to enter their authorization code to continue.

The client will land on the last page of the enrollment. They can review the application, check any attestations, then press the ‘Submit’ button to finalize their submission. Note: some carriers will also ask the client to digitally sign (via attestation, drawn signature, etc).

After successfully submitting their application, the client will land on the Application Submitted page. This page displays the client's name and address, the application confirmation number, submission date, and a link to a PDF copy of the application.

If you need to resend the enrollment link to your client, you'll need to retrace your steps:

Selecting the Voice Signature option allows you to submit the enrollment on behalf of the beneficiary.

Fill out the application as normal. Then, upon reaching the end of the application, you’ll select the ‘Submit’ button to finalize the client's submission.

After successfully submitting the client's application, you will land on the Application Submitted page. This page has a link to a PDF copy of the application.

Upon submitting the application, both you and your client will get an email confirmation.

Once the client's application has been completed via eSignature or Voice Signature, you and the client will each receive a confirmation email.

Agent email confirmation example:

Note: Ignore the "Log in to view profile" button, it won't work.

Client email confirmation example:

Once you've submitted an enrollment for a Contact, two things happen instantly: