E-Signatures Now Accepted for Common Post-Issue Service Forms

At Nassau, we’re committed to helping you grow your business through the entire sales process. We recently implemented the use of electronic signatures through a platform called DocuSign for electronic contract delivery. We’re excited to announce we’ve expanded our e-signature capabilities to include a number of commonly used post-issue service forms for your clients, including:

  • Change of Address
  • Change to Paid Up Policy
  • Request for Policy Change
  • Change of Name
  • Lost Policy Agreement 
  • Disclosure Authorization for Release of Information
  • Dividend to Pay Premiums

Feel free to watch this video and share it with your clients to learn more about DocuSign and the e-signature process.

Why Use E-Signatures?

DocuSign’s secure process and use of electronic signatures allow both you and your clients to quickly, safely, and conveniently complete many Nassau service request forms. The electronic documentation is generally safer than paper documents that can possibly be damaged, destroyed, or altered, and is designed to reduce the number of incomplete forms and improve overall accuracy and timeliness. The electronic verification process is embedded into e-documents and creates an electronic authorization trail. This means you and your client’s service requests are completed in a faster and more efficient manner.

Disclosures

For Producer Use Only. Not for distribution to the public.
 
Product sales must be appropriate based on a comprehensive evaluation of the customer’s financial situation, needs and objectives.
 
Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee.
 
Annuities are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to conduct business in MA, ME and NY, but that is subject to change. In New York, annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Life and Annuity Company and Nassau Life Insurance Company are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations. BPD#40380

© Nassau 2020
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Anthony LaRosaE-Signatures Now Accepted for Common Post-Issue Service Forms