Notice Regarding NLG “PIN to Sign”

🌟TODAY IS THE DAY! “PIN to Sign” is live!

Here’s how it works:
1️⃣Choose “Electronic Signature” as the signature method and select “PIN to Sign.”

2️⃣Verify the client’s mobile number and the last four digits of their SSN or ITIN, which will be pre-filled based on information provided earlier in the application process.

3️⃣Click “Send PIN.” Your client will receive a 6-digit PIN via text message.

4️⃣Enter the PIN provided by the client and click “Verify PIN.” Once verified, you are authorized to sign the HIPAA and/or the application on their behalf.

⚠️Things to know:
•The phone number entered must belong to the client (not the agent).
•Multiple phone numbers can be used for applications with multiple signers.
•PINs expire after 24 hours.
•PIN to Sign is available for both HIPAA authorization and the application.
•Different eSign methods may be used for each.
Available for all life products.

💡 Choosing the Right eSign Method:
•PIN to Sign is ideal for video conference applications.
•Email or Text is convenient for video conference applications.
•Face to Face is used when you and the client are meeting in the same location.

➡️If you use Face to Face during a video conference, it is strongly recommended to record the client completing the eSign process and to keep the recording with your policy file.

🚨 IMPORTANT: Agents are not allowed to eSign on their client’s behalf when using the Face to Face option.