Legal & General: Transitioning to default paperless policy delivery

Effective November 1, 2024, Legal & General America is defaulting to paperless preferences for policy delivery.

Legal & General is excited to announce a significant enhancement to their policy delivery process. Starting November 1, 2024, William Penn and non-Horizon Banner Life will be transitioning to all paperless policies. This means that they will no longer default to mailing paper policies; instead, BGAs and Advisors can access policies online through the eDelivery platform or Partner Dashboard. Clients will still be able to access documents through the client portal.

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What this means for you:

• Get ahead of the transition by choosing to opt-in for eDelivery or update your preferences in Partner Dashboard.
• To opt your agency in to eDelivery, submit the eDelivery Registration Form to your Internal Wholesaler. To update your preferences in Partner Dashboard, select YES for paper suppression.
• If no action is taken by the effective date, all preferences will be automatically set to paper suppression in Partner Dashboard to help enable a smooth transition.
• If your agency is opted in for eDelivery, simply fill out an eDelivery Authorization Form with your client and return with new applications to start receiving policies through DocuSign.
• You will receive an email notification when a policy is available. Simply log in to Partner Dashboard or DocuSign to view and download the document.
• If you prefer, you can download the policy directly from the platform.

Key benefits of choosing eDelivery:

• Faster service: No more waiting for the mail; policies are delivered quickly and seamlessly directly to you and your customers.
• More secure and simplified process: The flexible and award-winning eDelivery solution makes it quick, easy, and safe to sign and pay for policies through partnerships with DocuSign and PayPal.
• Cost saving: eDelivery is free to use and will help reduce or eliminate mailing costs for your agency.
• Environmental impact: In the last 12 months, eDelivery has saved over 5.5 million sheets of paper. Help contribute to a more sustainable environment.

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