With the upcoming changes to remove account current as a signature option, we thought it would be helpful to share what direct bill signature options are available to you as the RLI administrator. When viewing this documentation, please keep in mind the following:
- A client is not charged until a policy is issued by RLI (starts with “PUP”). Until that point, it is only a payment authorization.
- E-signature links sent to clients are good for five (5) days.
- Your retail agents do not have “signed app, pay now” capabilities, even if you do.
- Signed app, pay now requires you (administrator) to enter insured payment information for authorization and submit an application for audit. If your office does not wish to enter payment information, this option should be turned off for you.
- If this option is removed, your retail agents will only be able to use the RLI e-signature AND payment process to submit new business applications to you. We cannot accept electronic payment authorization and not utilize our e-signature process. In other words, paper applications could not be accepted.
- Pay Now, eSign Email may not be available to you. If it is turned on, your retail agents also have this capability.
- The remaining two e-signature options have always been available, both to you and your retail agents.
Regardless of what signature options you utilize, your responsibilities for final submission to RLI are unchanged. No retail agent can submit directly to RLI for binding and RLI cannot accept new business payments sent directly to us outside of the RLI system.
Please carefully review the document above to see all direct bill signature options and contact your account representative as soon as possible to discuss the selections you would like to make available for your retail agents.