Here is our step-by-step guide below for how to upload your Signed Signature Bundle directly when binding an account through the Broker Dashboard. You can also watch a quick video highlighting the Signed Signature Bundle Upload feature.
Now let’s get started!
When logging into your Broker Dashboard to bind an account - you will see two additional questions:
1. When binding an account, if you already have the signed signature bundle from the client, you can upload it directly by clicking ‘Yes’ (and we will not email the insured for a follow-up e-signature).
When selecting this option, you will be directed to drag and drop your signed signature bundle below:
2. If you do not have a signed signature bundle from your client yet, you can either have Coalition send an email request directly, or forego Coalition’s email and follow up for the signed application separately.
To revisit and upload the signed signature bundle at a later time, you can access the upload screen to drag and drop the PDF via the “Actions” tab, and click “Upload Signed Signature Bundle” without opening the quote.
Alternatively, you can upload the signed signature bundle via the “Quote” details page
Once the signature bundle is successfully uploaded, you will see the 'thank you' message confirming receipt, and we will proceed to issue the policy within the next 24 hours.
Need additional help with uploading your signature bundles? Please contact us.