We’re excited to share a new improvement in how you submit and track key compliance items. Marketing Reimbursements, Training Attendee Certifications, and Day Meeting Offeror Certifications can now be submitted directly to ESI Compliance through Docupace.
Instead of emailing forms to the ESI Electronic Communications mailbox, you can now upload them in Docupace and benefit from faster processing with less back-and-forth. This new workflow is designed to save you time while providing greater visibility and tracking for your submissions.
We encourage you to start using this workflow right away! Step-by-step instructions on how to submit these work items are available by logging into the Agent Portal and visiting the following link: Docupace Quick Tips Guide. If you have any questions, please reference, while logged into the Agent Portal, Field Notice 2024-07 Cash & Non Cash Compensation or contact us at ESIElectronicCommunications@nationallife.com.