We’re improving Docupace to simplify your Variable Annuity (VA) account opening process. Starting May 2nd, you’ll spend less time sorting through products and more time focusing on your clients.
What’s Getting Better?
Instead of scrolling through a lengthy, state-specific product list, you’ll now see:
- Automatic State Detection: Your selected state will automatically filter products and forms for you
- Streamlined Product Display: Each product will appear just once in the Account Options dropdown, making selection quick and intuitive
This update reduces clutter, improves accuracy, and saves you valuable time.
Questions? Contact Docupace Workflow Support at 800-344-7437 (option 2, option 4, option 2) or email ESITech@nationallife.com.
