Overview
Sola policyholders are required to e-sign their policies. This process is crucial for confirming policy details and is mandatory for filing claims with Sola.
When a policy is purchased by the client, it is automatically e-signed.
When you, the agent, purchase a policy on behalf of a client, the client will receive an email to e-sign their policy.
Open the e-signature form sent via email.
Review the policy details carefully to ensure all information is correct.
Check the confirmation box at the bottom of the form.
Click "Confirm" to submit the form. Once submitted, the form is automatically sent back to Sola.
⚠️ Your clients can't opt out of the e-signature of a policy.
💡 For elderly clients, who might find it difficult to do an online signature, you can sign with their consent. Agents can also verify the completion of e-signatures by checking the E-signature status in the Policyholders tab of the Sola dashboard.