Openly allows agents to download and print a wet signature application or send the application for eSignature (usually via DocuSign). An eSigned application or an application with a wet signature must be uploaded within 30 days of policy issuance.
If an agent submits an eSigned document, the team auditing applications will also ask for the submission of a Certificate of Completion or an eSign history document if one is missing.
Make sure to submit all pages of the signed application.
Download an Application as a PDF
During quoting, the application can be downloaded by clicking the button at the bottom of the Admin tab.
For issued policies, the application can be downloaded or sent to the policyholder for electronic signature by clicking the Send App for E-Sign button on the Documents tab.
Upload a Signed Application to the Portal
- Search for the policy in the Portal.
- Navigate to the Documents tab.
- Click Upload Document and select Manually Signed Application from the Document Type dropdown menu.
4. Click Choose File or drag and drop the applicable file into the Document space provided, and click Save.
A success message will appear once the application has been correctly uploaded.
Should an applicant have trouble eSigning the electronic documents, see this article for assistance.
For further assistance, contact us via our webform or Live Chat.