​As technology is more ingrained in our lives, it's important to be able to meet consumers’ digital habits, particularly in their willingness to receive documents electronically. If implemented correctly, electronic delivery can save time and money while meeting consumer preferences and reducing legal exposures. Our forms and procedures template (see instructions below) is compliant with the federal eSIGN Act. 

Agents and brokers should read the memo and disclaimer closely prior to adapting the sample consent form. Each agency should also ensure that the agency and all employees consistently comply with the terms.

This memo and sample form can be downloaded from a members-only portal of our national website. You will need your IIABSC website login.

Navigation instructions:  From the IIABA homepage, hover over the RESOURCES menu in the upper left-hand toolbar, choose LEGAL ADVOCACY, then the "Memoranda & FAQs" page. Resources in this section are listed in alphabetical order. Click the hyperlink under "Electronic Delivery." ​