[VIDEO] eDelivery Available for Disability Income (DI) Policies from Principal

eDelivery for new-issue DI policies was introduced in April. Here are a few reminders about the process:

• The field office contact (FOC) needs to use their 5-digit field office number to access the policy.
• Once the FOC receives the link to the policy, they have the option to download/print the policy to facilitate signatures on their own. If signatures are captured outside of our eDelivery process, the policy should be declined within Adobe. 
• If policy changes are needed, the FOC should decline it in Adobe. Then, the comment required should indicate the changes needed. The policy will route directly back to the Principal case manager. No notification will be sent to the client if the FOC declines to approve. 
• After the policy is placed in force, it will be available in client correspondence.