Ability to sign Statement of G&S on approval screen

In OH & KY the statement of G&S is only created in OA if an agent writes a contract that is not a licensed funeral director.

Currently the family gets the estimate of G&S and has to wait for the funeral home to print the contract, and mail it to them.  This means that the funeral home will never get a copy of the "Statement of Goods & Services" signed by the customer.

We have a few funeral homes that would like to be able to open the document in OA, sign with the family digitally, so that the family and the funeral home can immediately get a statement of G&S signed by both them and the funeral director.

Can we give this as an option in OA just for OH & KY?

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  • Aug 3 2018
  • Planned
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