Page 3 - OneSpan Book

Automation Fact Sheet November 2021

How to Create A New Package

1) Select the Carrier
2) Select “Create Package”

Enter Policy Number
Enter Customer Info

Mobile Number (10 Digits)

Language – Communication to Customer

By default, this Agent will be the signing agent

Note – The Insurance Application form has the following Automation:
• Signature Blocks and Date Fields populated. For both the Customer

and Agent

• Insurance Cards – Automatically identified by the application. (The
system will “hide” them from the client until package is signed

Upload the Application Form

Select the optional documents to include for Signing

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