MoO E-Signature Process Help.

[thomasm]

This is probably only going to make sense a telesales agent familiar with selling MoO Living Promise over the phone....

Can someone explain the exact steps a senior who's not web savvy can follow to complete their MoO's e-sig process?

This is become a hang up everytime, I have tried to use them.

First I have to spend a half hour explaining how to disable the popup blocker.

Then we finally get to the part where she can click I AGREE or I DECLINE, and she's not able to click on it.

I'm assuming she hasn't clicked on all the links and scrolled down to allow the I AGREE button to activate, but it's really hard to see what's on her screen over the phone.

Anyone have a simple process to help walk the senior client through this e-sig process. Does iPipeline or MoO have training on the e-sig process that I missed?

It's taking me three times as long to get the E-sig done as it takes to complete the e-app.

 

[ExProgrammer]

This is probably only going to make sense a telesales agent familiar with selling MoO Living Promise over the phone....

Can someone explain the exact steps a senior who's not web savvy can follow to complete their MoO's e-sig process?

This is become a hang up everytime, I have tried to use them.

First I have to spend a half hour explaining how to disable the popup blocker.

Then we finally get to the part where she can click I AGREE or I DECLINE, and she's not able to click on it.

I'm assuming she hasn't clicked on all the links and scrolled down to allow the I AGREE button to activate, but it's really hard to see what's on her screen over the phone.

Anyone have a simple process to help walk the senior client through this e-sig process. Does iPipeline or MoO have training on the e-sig process that I missed?

It's taking me three times as long to get the E-sig done as it takes to complete the e-app.

Would it work to tell her how to let you remotely access her computer so you can walk her through it? Or would that frighten her?

 

[thomasm]

Yeah! Just received an email from MoO stating she figured it out!

Two hours later!

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Would it work to tell her how to let you remotely access her computer so you can walk her through it? Or would that frighten her?

That's another issue I have that takes forever for them to figure out. (screen-share) haha.

I usually do voice sig all the time if there's even a hint of unfamiliarity with the interweb!

Some people just want MoO, because they've heard of them, and for some reason they do voice sig on the med supp e-app, but not on the life app.

 

[suranceman]

Yeah! Just received an email from MoO stating she figured it out!

Two hours later!

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That's another issue I have that takes forever for them to figure out. (screen-share) haha.

I usually do voice sig all the time if there's even a hint of unfamiliarity with the interweb!

Some people just want MoO, because they've heard of them, and for some reason they do voice sig on the med supp e-app, but not on the life app.

They do have a voice sig option but only for call centers

 

[Mattschmidt]

They do have a voice sig option but only for call centers

not completely true. Some people have access to it,without being in call center

 

[thomasm]

I guess it would have helped to have read the iGO E-App User's Guide for MoO first.

Everything's in there step by step!

#embarassed. haha!

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not completely true. Some people have access to it,without being in call center

Is that a "depends on the IMO" thing?

 

[Mattschmidt]

I guess it would have helped to have read the iGO E-App User's Guide for MoO first.

Everything's in there step by step!

#embarassed. haha!

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Is that a "depends on the IMO" thing?

not really IMO thing, but more of a who you know thing.

Also, instead of using MOO stupid e -app , do it using your own Docusign. Much easier

 

[thomasm]

not really IMO thing, but more of a who you know thing.

Also, instead of using MOO stupid e -app , do it using your own Docusign. Much easier

Didn't even know that was a possibility. Never used Docusign before.

Does Jeff Root talk about that in his digitial life insurance agent superstar book?

 

[Mattschmidt]

Didn't even know that was a possibility. Never used Docusign before.

Does Jeff Root talk about that in his digitial life insurance agent superstar book?

Not sure what Jeff talked about to be honest. He's a sharp guy, but no one knows everything about all carriers.

several final expense carriers take docusign. not a big secret

 

[GoPokes]

I guess it would have helped to have read the iGO E-App User's Guide for MoO first.

Everything's in there step by step!

#embarassed. haha!

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QUOTE]

If agents just read the instructions every time they had a question, then there wouldn't be any need for the forum...