Take advantage of Legal & General America's online tools and digital processes that can help you navigate the current situation:
LGA’s flexible and award-winning eDelivery solution lets your clients sign and download policy documents – and pay first premiums online. eDelivery is a great solution in the event that postal services are not available.
Find instructions on how to get started here.
Download a training presentation here.
Not using eDelivery? Here are some alternatives:
1. Download policies from the Partner Dashboard
You can download your clients' policy by going to the Partner Dashboard, navigate to the Documents tab and click on Issued Policy Print. Email files to your producers/clients.
3. Customers can call to set up EFT payments over the phone
If customers want to complete the EFT authorization over the phone, they can call 800-638-8428 to reach Banner Life or 800-346-4773 to reach William Penn.
More digital sharing solutions
We encourage you to utilize one of the many paperless solutions available for transmitting policies and other documents to us. Please consider using one of the following resources: