Banner: Transitioning to Default Paperless Policy Delivery
09-03-2024
Banner is excited to announce a significant enhancement to their policy delivery process. Starting November 1, 2024, William Penn and non-Horizon Banner Life will be transitioning to all paperless policies. This means that they will no longer default to mailing paper policies; instead, BGAs and Advisors can access policies online through the eDelivery platform or Partner Dashboard. Clients will still be able to access documents through the client portal.
What this means for you:
- Get ahead of the transition by choosing to opt-in for eDelivery or update your preferences in Partner Dashboard.
- To opt your agency in to eDelivery, submit the eDelivery Registration Form to your Internal Wholesaler. To update your preferences in Partner Dashboard, select YES for paper suppression.
- If no action is taken by the effective date, all preferences will be automatically set to paper suppression in Partner Dashboard to help enable a smooth transition.
- If your agency is opted in for eDelivery, simply fill out an eDelivery Authorization Form with your client and return with new applications to start receiving policies through DocuSign.
- You will receive an email notification when a policy is available. Simply log in to Partner Dashboard or DocuSign to view and download the document.
- If you prefer, you can download the policy directly from the platform.
Key benefits of choosing eDelivery:
- Faster service: No more waiting for the mail; policies are delivered quickly and seamlessly directly to you and your customers.
- More secure and simplified process: Our flexible and award-winning eDelivery solution makes it quick, easy, and safe to sign and pay for policies through our partnerships with DocuSign and PayPal.
- Cost saving: eDelivery is free to use and will help reduce or eliminate mailing costs for your agency.
- Environmental impact: In the last 12 months, eDelivery has saved over 5.5 million sheets of paper. Help us contribute to a more sustainable environment.
Please give us a call at 800.792.6795 if you have any questions about the eDelivery process.