Obtaining Required Signatures
and printing additional forms
Required Signatures
Certain changes in PAD require a signature. One rule of thumb is to collect signatures for everything, just to have all your bases covered. We’re going to go over actual REQUIRED signatures, but keep in mind that collecting signatures in general is a best practice and will serve you well.
Canceling the policy
Anytime an insured wants to cancel the entire policy, a signature is required. Faxed signatures are accepted, but make sure a policy number is included.
Requesting, removing, or making changes to EFT
Requests to have a policy EFT (Electronic Funds Transfer) billed, to be removed from EFT, or to make EFT-related changes require the insured to sign an EFT Authorization and Agreement form or an EFT Update form.
Changing uninsured/underinsured limits
This is mandatory coverage on all policies with Bodily Injury limits and requires a signature.
Deleting a named insured
The named insured that’s being deleted must sign. If deceased, any named insured may sign.
Updating client information (i.e., marital status, name, SSN)
Updating client information, including: changing name, gender, SSN, or Marital Status. A Client Update Form must be signed for legal name changes.
Underwriting may ask for signatures based on other policy situations at any time. If you send in a change form and they need a signature, they’ll send the change form back, requesting the signature.
Printing Additional Forms
The Print Menu is where you can also print the additional forms mentioned earlier in your PAD training. The most notable forms you can print are: - A Proof of Insurance Card. This is the card, or sheet of paper, that is often kept in your glove box and contains all your auto insurance information. - An Automobile Coverage Verification Form can be printed to send to dealerships or lienholders/additional insureds verifying coverages, deductibles, and limits when a vehicle is purchased. - FS-1 (North Carolina Certificate of Liability Insurance)shows proof that a motorist has legally required liability insurance. This is required by the DMV for vehicle registration and after an insured has a lapse in insurance coverage. Once you've reviewed all information, click Next Activity below.
Obtaining Required Signatures
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Transcript
Obtaining Required Signatures
and printing additional forms
Required Signatures
Certain changes in PAD require a signature. One rule of thumb is to collect signatures for everything, just to have all your bases covered. We’re going to go over actual REQUIRED signatures, but keep in mind that collecting signatures in general is a best practice and will serve you well.
Canceling the policy
Anytime an insured wants to cancel the entire policy, a signature is required. Faxed signatures are accepted, but make sure a policy number is included.
Requesting, removing, or making changes to EFT
Requests to have a policy EFT (Electronic Funds Transfer) billed, to be removed from EFT, or to make EFT-related changes require the insured to sign an EFT Authorization and Agreement form or an EFT Update form.
Changing uninsured/underinsured limits
This is mandatory coverage on all policies with Bodily Injury limits and requires a signature.
Deleting a named insured
The named insured that’s being deleted must sign. If deceased, any named insured may sign.
Updating client information (i.e., marital status, name, SSN)
Updating client information, including: changing name, gender, SSN, or Marital Status. A Client Update Form must be signed for legal name changes.
Underwriting may ask for signatures based on other policy situations at any time. If you send in a change form and they need a signature, they’ll send the change form back, requesting the signature.
Printing Additional Forms
The Print Menu is where you can also print the additional forms mentioned earlier in your PAD training. The most notable forms you can print are: - A Proof of Insurance Card. This is the card, or sheet of paper, that is often kept in your glove box and contains all your auto insurance information. - An Automobile Coverage Verification Form can be printed to send to dealerships or lienholders/additional insureds verifying coverages, deductibles, and limits when a vehicle is purchased. - FS-1 (North Carolina Certificate of Liability Insurance)shows proof that a motorist has legally required liability insurance. This is required by the DMV for vehicle registration and after an insured has a lapse in insurance coverage. Once you've reviewed all information, click Next Activity below.