- Start by selecting a quote.
Related article: How to select a quote - Copy the e-sign link by clicking the 'Copy Link' button.
- Send the link to the applicant. If they need assistance, the rest of this article is for them!
- Fill in your company name, name, and email address, then click 'Review Application.'
- Read the instructions carefully, tick the box, and click 'Proceed.'
- Tick the box to agree to use electronic records and signatures, then click 'Continue.'
- Review the application thoroughly.
Remember, this is an important legal document. Make sure you understand everything in it and willingly consent to its contents. - Whenever you see a red box, click to fill it in.
- Whenever you see a yellow 'Sign' square, click to sign.
- The first time you sign, you'll have to choose between adopting one of DocuSign's pre-made signatures, drawing your own, or uploading an image of your signature. After you choose, click 'Adopt and Sign.'
*Any option you choose will be fully recognized as a legally binding signature for this document. - Review all answers carefully! Remember, we've pre-filled in several answers based on your industry and common business practices. You must ensure all answers are correct.
- Once you've finished reviewing the answers, filling out all missing data, and signing in all the necessary places, click 'Finish.'
- That's it! Your application will be automatically sent to your agent.