Why use online applications?
Improved efficiency, accuracy, faster turnaround time and fewer follow ups - there are many benefits to advisers when choosing to submit business online. Here are a few ways it will improve you and your client's new business journey.
- Efficient processing eliminates manual paperwork or editing pdfs
- Streamlined workflow thanks to direct integration with DocuSign provides secure and authenticated online signatures
- Save and resume so no need to complete the application in one go, applications will remain accessible to resume for 30 days after each edit
- Option to pass to business writer for final signature after admin team completes the application with client
- Nothing is missed with prompts to include relevant attachments and information
- Sustainable - going paperless means less waste, aligning with green and sustainable practices
A simple journey to complete business efficiently
1. Advisor or admin team fills out application
System logic and prompts ensure complete and accurate form is shared for client to sign
2. One click sharing with clients
Client (and employer) receives DocuSign email to click to sign. Secure and authenticated client signature ensured
3. Confirmation it was signed, business writer signs and submits
Adviser prompted to sign and submit to dedicated servicing team in Standard Life for quick processing.
4. Dedicated servicing team processes the application
Dedicated servicing team follows up where needed by email or phone to quickly complete the product set up
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