e-Delivery Process and Document Management Overview

This document is a guide that outlines the e-Delivery process and the functionalities of DocFast, an electronic document delivery system. It describes how e-Delivery provides a paperless experience by delivering policies and documents efficiently while automating and accelerating processing times. The guide explains that clients receive an email with an authentication link to the Customer Portal, where they can review and electronically sign applicable documents. It details the types of documents that can be delivered through DocFast, including prospectuses, annual statements, and policy documents. The document also addresses the collection of delivery requirements and e-Signatures, ensuring compliance with carrier requirements. Additionally, it confirms that agents can review policies before they are sent to customers and provides information on the visibility of pending policies through an agency dashboard. The guide concludes with a discussion on the integration of DocFast with other applications and the security measures in place for electronic signatures and data privacy.