This type of email notifications is used to ask a company user (Producer) and an insured (Applicant) to sign an ACORD or Supplemental form electronically, and to inform all involved parties that the form has been signed.
Note: If both a producer and an applicant need to sign a form, the producer is asked first to do it, and then the email notification is sent to the applicant.
1) An email notification for a producer commonly contains the following information:
- The purpose of the notification and the name of the person who initiated the eSignature process.
- A link to open and sign the form.
- A note that after this person has signed the form, it will be sent to an applicant (if applicable).
- A link to the quote in Appulate.
2) An email notification for an applicant commonly contains the following information:
- The purpose of the notification and the name of the person who initiated the eSignature process.
- A link to open and sign the form.
3) An email notification sent to all involved parties informing them that a form has been completely signed contains the following:
- The purpose of the notification.
- The attached form in .pdf format.
- A link to the quote in Appulate (not applicable to the insured).