A MetLife news release said eApp streamlines the application process by warehousing applicable business forms, making paper copies unnecessary. Registered representatives generally can eliminate the need to print an electronic form to capture a signature approval, the company said.
The system also performs systematic validation after the representative completes the electronic form, and immediately notifies the representative of missing information and provides limited suitability references, the news release said.
Additionally, eApp is also available on the Wealth
Management Services (WMS) platform, MetLife Broker-Dealer
Group’s proprietary investment advisory product
platform, the company said.
To facilitate straight-through processing, MetLife Broker-Dealer Group integrated Interlink Electronics’ Electronic Signature solution into the eApp platform.
At the heart of the Electronic Signature
functionality is Interlink’s IntegriSign Electronic
Signature software: once a handwritten electronic
signature is captured with Interlink’s ePad-ink signature
capture device, IntegriSign permanently binds the
Electronic Signature to the document, creating a secure
and tamper-proof form that can then be electronically
routed through the MetLife Broker-Dealer Group back
office, the news announcement said.
eApp also offers the following functionalities, according to the press release:
- Increase back-office efficiencies due to reductions in “not of good order” (NOGO) applications;
- Ability to complete fillable forms online;
- Automatic population of existing client information in forms to reduce redundancies;
- Systematic population of client information across several forms eliminating the need to enter information multiple times;
- Validating the forms for completeness and accuracy; in addition to providing the producer suitability guidance before submission through the MetLife Broker-Dealer Group operations;
- Securely, electronically signing documents with the Interlink solution gives representatives access to a straight-through process.
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