How do I e-sign state supplementals?

Edited

Forms can now be pre-filled and signed electronically, streamlining the process while conserving time, paper, and energy.

Step-by-Step Guide

Here's the process to e-sign your supplemental documents:

  1. In your Pathpoint dashboard, select a quote.

  2. Click on 'Select option'.

  3. Under Subjectivities, choose 'E-sign'.

  4. Press 'Start' and enter your state information, ensuring the insured's name is included.

  5. Then, click on 'Submit to sign'.

  6. Under Sign subjectivities, select 'Sign'.

  7. A new tab will open, allowing you to accept your signature and initials and consent to electronic signatures.

  8. Next, click the green 'Start signing' button and click all the green boxes in the document to place your signature.

  9. Once finished, go back to the application in your Pathpoint dashboard.

  10. Under Send E-Signatures Link to Applicant, select 'Get E-Sign Link for Applicant'.

  11. Copy the link and send it to the insured for their e-signature.

  12. A confirmation email will be sent to you once the insured has signed the documents.

Watch a Demonstration


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