Pacific Life: Electronic Signature Guidelines for PL Promise

Electronic Signature Guidelines for PL Promise

As an increasing amount of life insurance business is processed digitally, Pacific Life continues to take measures to ensure that the personal information of our applicants and policyholders remains safe and secure.

With our commitment to consumer protection, Pacific Life has approved the collection of electronic signatures (eSignatures) through DocuSign^® and Marketech only. Both of these platforms, vetted by our compliance and regulatory teams, provide built-in methods of verifying signer identity, a signature authentication log that digitally seals information once the eSignature is completed, plus other layers of security and authentication.

eSignatures received via other electronic platforms—including signatures collected via a stylus/electronic pen—will not be accepted, and we will request the document(s) be re-signed through an approved signature method.

If your agency does not allow for eSignatures or your client requests not to eSign, Pacific Life can mail the application to the client for a wet-ink signature. Applications will proceed to underwriting once the client’s wet-ink signature is received.

Our guidelines for receiving eSignatures remain unchanged. We’re sending this bulletin as a reminder of our current process in order to provide reduced processing time, quicker policy approval and a positive client experience.

We thank you for your business and continued trust in us. If you have any questions about the eSignature process, please reach out to your Pacific Life New Business representative.