ePolicy Delivery now available for SecureCare
ePolicy Delivery now available for SecureCare (but not available for LTC replacements for SecureCare at this time). ePolicy Delivery provides a paperless delivery experience so clients can still get the coverage they need – even if agents can’t meet with them in-person.
Resources to help with the process:
- ePolicy Delivery FAQ
- DocuSign FAQ
- What you need to know when using DocuSign
- eApp video tutorials
- eApp SA.com webpage
How to write SecureCare remotely e-toolkit
New challenges call for new solutions. Check out our How to write SecureCare remotely e-toolkit to find the tools agents need when meeting clients face-to-face isn’t the best option. When digital is the answer, these are the resources agents need. Kit includes: updated pre-screen checklist and impairment guide, new consumer-facing “Why SecureCare?” brochure, and more. This is at the Lit Center and also here.
UPDATED – SecureCare impairment guide and NEW SecureCare pre-screen checklist
The SecureCare impairment guide was updated to include a build chart. We created a new SecureCare pre-screen checklist to help agents know what info to gather for a thorough pre-screen. These are both at the Lit Center.