1. Voice Signature Process
Last updated April 24, 2017
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2. Introduction to the Phone Enrollment Experience
Surebridge is proud to announce a new sales tool which builds on our previous successes.
The tool is faster, more capable, and provides better reporting than the previous tool.
The following slides go over the major changes, and then a brief walkthrough of the in-person Enrollment Process. Other presentations will cover the various quote, application and signature methods.
©2016 SureBridge | Proprietary and Confidential.

3. Introduction to the Voice Signature Process Improvements
Application
We have moved the Enrollment Selection Method to the beginning of the apply process. This will reduce re-reading information twice via the phone.
When applying for Supplemental and Life we have streamlined the process to be one flow. All supplemental then life underwriting questions will be asked; then all billing information, etc.
We are now using DocuSign as our means of obtaining acknowledgments and signatures. This provides added security for your applicants and more ease in obtaining signatures. It is imperative that the primary applicants mobile number is entered. A text will be generated to them for use within DocuSign.
New subway will help you know where you are in the process. See below:
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4. Voice Signature Process Select Enrollment Type
Hover over the enrollment methods to see the rules for using each method.
Phone/Voice Rules
The presentation will cover Phone/Voice Rules only.
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5. Voice Signature Process Select Signature Type
The phone process has two options to capture the customer signature.
Obtain the customer signature by directing the customer via to an online site containing all application documents and disclosures. Secure voice recording is not required for this method.
Voice: Obtain the customer signature via voice recording. This method will require you to record the entire conversation on our secure voice recording line indicated below AND you must read aloud and verbatim all required documents and disclosures as indicated.
Dial and enter the six-digit Call ID code provided, then enter your agent id and conference in the applicant.
The next slide shows the required acknowledgements for each option.
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6. Voice Signature Process Select Enrollment Type
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7. Voice Signature Process Important Acknowledgements
Enrollment Method
Signature Method
Today is <MONTH> and <YEAR> and I have joined us with a conference line to our recorded telesales system. We will be completing your application for supplemental insurance via the phone and recording all information including your signature. From this point on, this call is being recorded for quality and compliance purposes. Are you ready to proceed?
Phone / Voice
Voice
This is <YOUR NAME> with the <GENERAL AGENCY NAME> and I am speaking with <NAME OF APPLICANT>. You acknowledge that you are the proposed Applicant, owner or Payor of the insurance contract.
You understand you are applying for Chesapeake SureBridge supplemental and/or life insurance
and Voice
You understand these policies are not health insurance , are optional for an additional premium and are not required in order to purchase health insurance, and
You understand this acknowledgement does not guarantee that policies will be issued, as such policies are subject to eligibility and underwriting requirements of Chesapeake and coverage is not effective unless and until you are informed in writing that your application has been processed and approved, and
Premium rates may vary based on factors such as benefit level(s) selected, payment mode selected, family composition and policy issue date. Actual premium rates are not final until coverage is issued.
By continuing, the agent also acknowledges:
I acknowledge that I have read the instructions above aloud as indicated to the Primary Applicant, Owner and Payor who are present in order to provide electronic signature.
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8. Application Review Applicant Information
Revisit the Applicant information and compete any missing information. Click on Save and Continue.
Life Applications require a Social Security Number.
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9. Making a Quote Verifying Address
This screen could appear when the Occupation and or Tobacco status are changed.
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10. Application Eligibility and Underwriting Questions
Complete all Eligibility and Underwriting Questions
If a Life app is involved, the questions will appear after the supplemental questions.
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11. Application Consent to E-Delivery
Complete the e-Delivery acknowledgement.
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12. Application Eligibility and Underwriting Questions - Life
If a life product is involved, all questions will appear after the e-Delivery acknowledgement. Life information will involve answering all life information, i.e., underwriting, owner, contingent owner, etc…
©2016 SureBridge | Proprietary and Confidential.

13. Complete Billing Supplemental Plans
The List Bill Form is shown here. List Bill ID and Employer are entered to continue.
The Supplemental bill Form is shown here. It includes an acknowledgement that the employer is not paying for coverage.
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14. Complete Billing Life Plans
Example Life billing form.
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15. Voice Signature Process Read Required Forms for Voice Signature
Verification of voice signature is completed with by reading these forms verbatim. Click on view document, read the entire document, then click on the acknowledgement. When all documents are complete, save and continue is enabled to proceed.
At this point, the voice recording must end and the agent collects the payment information.
Press #9 to Stop Recording
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16. Complete Billing Payment Method
Collect the payment information. Example credit card and ACH forms are shown on this page.
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17. ©2016 SureBridge | Proprietary and Confidential.
Signature Selection
Select a signature method. Only Phone/Voice Recording and are available.
IMPORTANT! You MUST Select to match you method at the beginning of the process. If you chose to not record the call, you MUST NOT select Phone/Voice Recording here.
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18. Signature Selection Phone/Voice Recording
Only the agent is required to sign at this point. The customer’s signature will pre-fill with a Voice Signature designation, as the customer has previously agreed to the forms and declarations.
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19. Voice Signature Process Signing Documents
Once signed, this screen will appear.
Agents can view the submitted documents by clicking the “View Your Submitted Supplemental Application” link.
©2016 SureBridge | Proprietary and Confidential.