The introduction of Docupace Starting Point provided forms bundles based on simple questions about the business you’re submitting. Within the coming weeks, ESI will be piloting Docupace Start, the next generation of account opening. Docupace Start is a guided account opening experience with intuitive screens that adapts to the specific account you are opening. Only the questions that pertain to the business you’re submitting will be displayed. In short, you’ll fill out fields, instead of forms.
This new format will not only increase your efficiency of submitting business; it will further help reduce business that is not-in-good-order (NIGO) and all the additional back-and-forth that results from NIGO business.
Converting all forms to this new format will take time and will be completed in a phased approach over a long period of time. The first forms to be converted are listed below. This new guided account opening will first be implemented and tested by a pilot group. As testing progresses, we’ll provide updates and training to prepare you for the coming changes.
If you have any questions, please contact: DocupaceSupport@nationallife.com or 800-344-7437 option 1, option 1.
Forms to be converted in Phase 1 – note that all other forms will continue to follow the current process:
- Client Profile
- Entity Profile
- Source of Funds
- Brokerage Account Application
- Premiere Select IRA Application
Look for more information in the coming weeks!
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