Requesting Declaration Pages

Overview

The Dec Page Request system allows agents to request declaration pages directly from consumers. Depending on the status of the request, agents may be able to reset and resend requests. Below is an outline of how the system works and what to expect when using it.

Requesting a Declaration Page

To manually request a declaration page from a prospect,

Navigate into a Submission.
Switch over to the "Documents" tab.
Select Declaration Page Request.
Click Request Unreceived Declaration Pages.
Copy the link, and share it with your prospect.

When the prospect opens the link in their browser, they’ll be prompted to choose either “Bundled” or “Separate” before signing in to their carrier account. Once authenticated, their declaration pages (dec pages) will be automatically retrieved and attached directly to the submission’s Documents tab.

Dec Page Request Flow: Modal Views and Statuses

If there are no prior Dec page requests for the submission, the agent will see the standard modal containing the generated link to request the Dec page from the prospect.

If one or more dec page requests already exist, a new preliminary modal/pop-up will appear. That modal will provide an overview of the "request status," as depicted below.

Request Statuses & Resetting Requests

[New Status: "Agent Requested"]

Clicking the Request Unreceived Declaration Pages button will reset these statuses to Agent Requested.

This status change provides visibility to the agent that a follow-up request was manually triggered. Once the button is clicked, the request(s) are reset and the Dec page request link is displayed.

[Resettable States]

If the dec page request is in a resettable state (Pending, Unprocessed, or Skipped), agents can take action, as seen below. Dec page requests in any of the following statuses can be reset by the agent:

Pending (Awaiting action from the consumer)
Unprocessed (Not yet acted upon)
Skipped (Previously ignored or bypassed)

[Final Status: All Dec Pages Received]

Once all requested dec pages are received, they are no longer resettable, and the agent will no longer see the option to request them again.

If you have questions, please reach out to our support team for assistance.