Why it matters
E-sign tools let applicants sign an insurance application or form online or by phone. The process records who signed and when. Consumers must agree to receive records electronically and can ask for paper. Carriers decide which forms accept e-signatures, and state rules can add steps. Families should read documents before signing and download a copy. Agents should use the carrier's approved system only.
Source: law.cornell.edu
Read next, for agentsThe technology Epic Life agents use: CRM, quoting, and AI