ipfs.com| Insured Signs First

When the insured signs first, you can email the insured or have IPFS email the insured.

1. Payment options include collecting the down payment and having IPFS collect directly from the insured.

I will email the insured is a feature that will provide a payment link after saving the quote. This link can also be emailed to you for future reference. This allows you to craft your email and add any attachments needed.

Workflow

1. Collect the down payment and agree to the representations to submit the signed agreement to IPFS.   

OR

1. Collect the down payment directly from the Insured allows the insured to eSign the agreement and pay the down payment via ACH, CC or if authorized, Invoice. 
   1. Autopay can be set up by the insured at the time of down payment.
   2. eForms (if not previously enrolled) can be set up.
   3. Cancellation warning emails can be opted into.
2. When paying the markets a commission popup is displayed.
3. An email is sent to the insured requesting eSign and Down Payment completion.
   1. An email is sent to the quote submitter requesting signature after the insured completes their portion.

1. If the user is restricted from signing the PFA, when sending to the insured first, they will have to choose an Authorized user. This does not apply if the only option presented to the insured is paying in full only through a special program.

The information contained herein is confidential an proprietary. Recipients will respect the confidentiality of this material and not disclose to any third party any of the contents of this document without first obtaining written approval from IPFS.  Copyright © 2023 IPFS Corporation. All rights reserved. 02/11/26