If you are using our eApplication and select ‘tablet signing’, the signor (proposed insured, owner, or payor) must sign the application directly using the tablet. Full signatures are required, initials are not sufficient. If you are using ‘remote signing’, the person signing the application must be the person receiving the email. As with the traditional paper process, you cannot sign for the client under any circumstance.
In no instance does Americo allow for agents to pay initial or reoccurring premiums for clients out of the agent’s bank account. Agents who pay for clients’ premium could be subject to termination.
When completing applications, be sure to fill in your client’s email address. Using your email address can cause a red flag and delay the policy from being issued. Providing your client’s email address will allow us to better service your client’s policies in the future. This will help you keep business inforce and maintain your placement, persistency, help prevent chargebacks, and ultimately, keep more money in your pocket.
