When you begin an enrollment, you'll first select one of three versions of the flow:

eSignature: You fill the form, then text or email the client a link to sign and submit.

In person signature:
You fill the form with the beneficiary present, collect their signature, then submit.

Voice Signature: You fill the form, and you submit it. If you're recording the client conversation, you can compliantly use this option.

With this option, you fill out the form, then text and/or email the enrollment to the client to sign and submit.

Fill out the enrollment 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 send the client the link to submit – either via email, text, or both. We recommend both, in case the client loses track of one.

You can select which carrier PDFs you would like to include in your send. Press the "Send application" button to send a link to the application to the client.

You'll then see a popup with an authorization code. Your client will also receive this code, but you might wish to share the code to your client verbally too.

When you send, your client receives two separate messages. One message will include a link to their application, and the other will include their authorization code.

Text message method

This will come from the phone number: (201) 299-6722

Email method

These emails will come from Do.Not.Reply@drx.com (that's Connecture, our enrollment form vendor, also known as DRX).
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Once the client has clicked the link to proceed, they'll be taken to a landing page. Here they'll need to enter their authorization code to continue.

The client will land on the last page of the enrollment form. They can review the application, sign it, and press the Submit button to send the enrollment to the carrier (with your NPN & Writing Number attached).

After submitting their application, the client lands on the Application Submitted page, and you'll both get confirmation emails (scroll down to see those).

If you still have your browser window open with the last page of the enrollment form:

If you closed the browser window with the enrollment form, retrace your steps:

This option is available for meetings where the beneficiary is with you face-to-face, allowing you to capture their signature in person, and store it as proof of consent.

On the "How would you like to enroll?" page, select "With beneficiary" and continue.

You'll then have the beneficiary sign, by drawing their signature or typing their name.

If there's an Authorized Representative name filled on their Contact record, you'll also see the option for them to sign on behalf of the beneficiary.

Once the signature is collected, continue into the enrollment and submit as normal.

The signature is saved permanently to the Contact's enrollment record – just click the "In person signature" link here:

This loads the signature and names captured, plus enrollment details. If a carrier ever asks for proof of consent, you can pull it up to view, or download as a PDF:

Selecting the Voice Signature option allows you to submit the enrollment yourself.

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 submitting their application, the client lands on the Application Submitted page, and you'll both get confirmation emails (scroll down to see those).

Once the enrollment has been submitted, whether via eSignature or Voice Signature:

See screenshots and details