Followers

Wednesday, May 6, 2020

E-Application: Add to Existing PAC

When doing an electronic application, if the new policy had the same PAC billing information as another policy, the banking information was still needed.  A new enhancement has been released that allows the user to enter the existing PAC number and skip the banking information.


In the Billing Information section, check the checkbox for the "Add to existing PAC number?" question.  Entering the existing PAC number will transfer this to the PAC page instead of the bank information.  The subsequent draft dates for the policy will still be selected in the Billing Information section and the premium payor will still sign the PAC form as usual, but New Business will use the existing PAC number to retrieve the banking information.


We hope this enhancement makes submitting e-applications even faster!  If there are additional questions regarding this functionality, please contact us at IllustrationHelp@kclife.com.

No comments:

Post a Comment