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 submit them through Docupace and benefit from faster processing with less back and forth. Field Supervisors can also stamp and approve these submissions directly within Docupace, eliminating the need to print and wet sign forms or use DocuSign for approval. This new workflow is designed to save you time while providing greater visibility and tracking throughout the submission and approval process.
We encourage you to start using this workflow right away! Step by step instructions for submitting these work items are available in the Docupace Quick Tips Guide. In order to access this link, you’ll need to be logged into the agent portal. Once logged in, copy/paste this link into that browser.
If you have any questions, please reference Field Notice 2024-07 Cash & Non-Cash Compensation or contact us at ESIElectronicCommunications@nationallife.com.
TC9153291(0926)1