After you press enroll in the quoter, you'll be asked to select one of two versions of the enrollment form:

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

Voice Signature: You fill the form, and you submit it. If you're recording the client interaction, 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 example

Email example

Note: 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:

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

If you’re meeting in person (face-to-face) you can either record the meeting and use Voice Signature – or, use eSignature and send the link to their smartphone. If they don’t have one – send the link to yourself, open it on your smartphone or computer, then let the client sign and submit from there.

Yes, here is a guide on call recording rules. It's from 2024, but the rules are the same.

If your client’s eSignature code isn’t working, have them refresh the page and try again. They should also check that the code is entered exactly as shown, with matching capitalization and no extra spaces – copying and pasting the code works best. If it still doesn’t go through, re-enroll using Voice Signature, or complete the enrollment on the carrier’s site. Please also report the issue to our Support team so we can investigate.