Write LifePlan business using DocuSign | RL360 Adviser

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Write LifePlan business using DocuSign

You can now use DocuSign when writing new LifePlan business on all contractual forms thanks to an update on our illustration system.

Our Online Services Centre has already been updated to allow for the change but if you’re using the desktop version you’ll now need to install an update by clicking on the link below.


This now brings LifePlan in line with all of our other products, which already support the use of DocuSign. It means we can now accept items signed using DocuSign, including illustrations and Key Information Documents, as long as they are accompanied by the appropriate authentification certificate.


DocuSign makes it easier to submit business remotely by removing the need for wet signatures. It also speeds up the application process and is obviously a huge benefit in these Covid-19 restrictive times.


Update your desktop LifePlan illustration system via this link.