PAC Form Enhancements

Recently, the PAC Form e-signature process was enhanced! Once you have submitted an e-application and completed signing, you'll notice a new look on the Applications Dashboard for this case. 

On the Dashboard you can see a summary of the case up until this point as well as any premium payors from the original case. Once you have received approval from New Business/Underwriting, you may start the PAC Form submission by clicking the E-Signature button.

All information entered in the original case will be transferred to PAC Form submission screen. If "Provide Info Later" is selected on the original case, all information will need to be entered. Once the case has been signed by all premium payors, a summary of the case will show.

Please don't hesitate to contact us if you have any questions or need help with any step of the PAC Form submission process!

Illustration Development Team
1-800-572-2467 x8162
illustrationhelp@kclife.com

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.