Attachments
Agt_Take_Back.pdf


This is only being offered to agents that are CCC (Customer Service center).

It removes the burden of obtaining signatures on all necessary forms from you as an agent.  Please note that if Travelers does not receive the documents back from the insured the policy will cancel.  You can opt to manage the signatures and document retention on your own by changing the default to NO.  If you have any questions please do not hesitate to ask.

TravelersAgent Update - Personal Insurance

 

Save Time with our New Digital Enhancements

 

On October 16, 2016, Travelers will begin offering an eSignature option for your Customers Care Center clients at new business!

 

What you need to know:

 

When you choose eSignature at new business, Travelers will assume the responsibility of obtaining electronic signatures for policy forms and any other required documentation.

Our Quote and Issue system will automatically default to the eSignature option for Auto, Home, PAF and Umbrella new business.*
*In Arizona and Oregon, eSignature will only be available for new Auto business

An eSignature status report will be available on the Reports and Alerts page of Agent HQ.

 

Learn more:

 

Watch the agent training video on the new process

 

We remain committed to providing digital solutions that make your job easier! Thank you for your business and continued partnership.

 

Sincerely,

Loree Toedman
Vice President Field Sales



Susan Upshaw, CIC
Select Insurance Markets, LP.
(281)350-8366(281)350-8366 Direct or 1-800-489-25011-800-489-2501 X126 Toll Free
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