How Do I PRESET Our Recruiter Signature?

Chris Toth -

How do I PRESET our Recruiter Signature so it's not missed when submitting the request to the carrier?

 

Designating upline signatures within your carrier settings will streamline the workflow.  No more headaches receiving a NIGO response because an Upline signature was missing.

 

  • Go to you Agency L&C Setup page
  • Select the Carriers Tab
  • Select the "SET DEFAULT SIGNATURES" button

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  • Choose a person within your Producer list to store as the signor role.
  • Select the "SAVE" Button.

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Please ensure you select and save a signor for each schedule you've created.

That's it!

It's just that simple!

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