Introducing Docupace Start – a guided account opening experience with an intuitive design 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.
A few offices have been piloting Docupace Start and providing feedback which indicates that Docupace Start provides the gift time by being able to complete the experience quicker. Effective today, these new widgets are available to everyone. You will see three new selections available within Starting Point to launch the new guided experience. The guided experience is also available when using the integration between the Illuminations website and Docupace.
Converting all forms to this new format will take time and will be completed in a phased approach. The first forms to be converted are listed below.
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
A quick reference guide and video are available as additional resources to help in learning this new process.
NOTE: The existing New Account tile will remain available while users learn and convert over to the new widget experience. This tile will also continue to be used for NFS 529’s and SIMPLE IRA’s as those two applications are not part of phase one.
If you have any questions on the new guided account opening experience, please reach out to ESI at 800-344-7437 or email DocupaceSupport@nationallife.com
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