Frequently Asked Questions—Individual Insurance

Yes, as long as the advisor uses a recognized electronic signature. This must be achieved through a secure hyperlink, accessible from your CRM or another platform* (e.g., iGeny, Adobe Sign, SignNow, DocuSign).

*Please note that the Wonder.legal electronic signature platform does not meet the required standards and is therefore not accepted.

Electronic signatures are not currently available for “external” forms. These can be signed by any recognized means, such as Adobe Sign, shown on our website. Some forms, such as the notice of replacement, can be uploaded to the application.

When the application is submitted by the advisor, the MGA is informed and receives a copy of the application in the My Universe portal. The advisor accesses the application summary in their own portal.

For any changes to the pre-authorized debit date, whether for files in issue or in effect, the advisor simply needs to send an email to this effect. The change must be made within 5 working days.

The electronic signature must originate from one of the solutions accepted by UV Insurance. It can be generated by a secure hyperlink, either through your CRM or another recognized platform (e.g., iGeny, Adobe Sign, SignNow, DocuSign, ConsignO, OneSpan). It is essential that the final audit report or signature process history be included at the end of the document to attest validity.

*Please note that the Wonder.legal and Wattpad electronic signature platforms do not meet the required standards and are therefore not accepted.

For owner and beneficiary changes, electronic signatures are now accepted, accompanied by the audit report or signature history.

For compliance purposes, UV Insurance may reach out to a client to verify the validity of the document signature and the client’s identity.

For changes to bank account information, electronic signatures are now accepted, accompanied by the audit report or signature history.

The requirements are ordered by the general agent or advisor.

Yes, documents other than the electronic application can be signed using the platforms specified by UV Insurance. The electronic signature can be sent by a secure hyperlink, either through your CRM, or through another platform such as iGeny, Adobe Sign, SignNow, DocuSign.

The electronic signature originate from one of the solutions accepted by UV Insurance. It must be generated by a secure hyperlink, either through your CRM or another recognized platform* (e.g., iGeny, Adobe Sign, SignNow, DocuSign, ConsignO, OneSpan). It is essential to provide the final audit report or history at the end of the document to attest to the signing process.

*Please note that Wonder.legal and Wattpad platforms do not meet the required standards and are therefore not accepted.