The eStamp/eSignature
WinRater Auto is able to electronically stamp and sign RMV-1 and RMV-3 forms. In addition, WinRater allows you to create PDFs of these forms and email them to your customers.
eStamps are accepted by the RMV and can replace the traditional rubber ink stamps used in agencies.
Carriers offering eStamps:
| CARRIER | STATUS | CONTACT |
|---|---|---|
| Arbella | Request eStamp by email | Click to send email |
| Commerce & Citation | Distributing eStamp by email | Click to send email (800) 286-1000 |
| Encompass Insurance | Distributing eStamp by email | Click to send email (617) 706-2140 |
| Hanover | Request eStamp by email | Click to send email (508) 855-2504 |
| NGM | Distributing eStamp by email | Click to send email (508) 855-2504 |
| Norfolk & Dedham | Distributing eStamp by email | Click to email Gail Boncek (800) 688-1825, ext. 1168 |
| Plymouth Rock | Distributing eStamp by email | Click to email Stacey Carnes 617-951-1630, or Click to email Paige Lull (617) 951-1075 |
| Preferred Mutual | Distributing eStamp by email | Click to email Jeanne Harris (800) 333-7642 x1497, or Click to email Kim McInerney (800) 333-7642 x1496 |
| Quincy | Request eStamp by email | Click to email Allison Litz |
| Safety | Distributing eStamp by email | Click to email Tania Parrett (800) 951-2100 |
| Tower | Distributing eStamp by email | Click to email Kim Dunlap (781) 332-8569 |
| Travelers | Distributing eStamp by email | Contact your Marketing Representative |
| Vermont Mutual | Distributing eStamp by email | Click to email Paula Clark (802) 229-7627 |
If you write with any of these carriers, please contact the person(s) noted above to get started. Only the carriers themselves can provide you with their specific eStamps. When you receive an eStamp, just import it into WinRater for storage and later use.
(If you do not see your carrier listed above, we suggest that you call your carrier rep and ask them to work with Boston Software in creating a carrier specific stamp that you can use.)
Basic eStamp workflow
- While in a customer quote in WinRater, access the RMV-1 or RMV-3 forms through FORMS on the Menu Bar.
- Click the blue eStamp box (anywhere except on the yellow line) on the Form and the Carrier Stamp window will display so you can select from the list of available carrier eStamps. Highlight a carrier eStamp and click "Apply to Form." Notice that the Form now includes the eStamp with your agency name and carrier ID number for each licensed agent.
- If you'd like to change or remove an eStamp from a Form, just click on the blue eStamp box to open the Carrier Stamp window again. Then, simply select another carrier eStamp from the list or click the button labeled "No Stamp on Form."
- After you've added the eStamp to your Form, click on the yellow line in the eStamp box and type your name. This is your digital signature and will be accepted by the RMV in place of a handwritten agent signature.
- Complete and verify all remaining information on the form. You can now use the PDF or email buttons on the toolbar to generate and/or send the form to your customer. The RMV-1 form is printable. The RMV-3 must be opened in Adobe to print (you'll be prompted about this when you hit the print button).
- For RMV-1, the insured must take the completed Form to the nearest RMV center to register their vehicle or obtain a title. For RMV-3: The insured must take the completed RMV-3 Form to the nearest RMV center to make changes to name, tag, title or company.
- Importing eStamps: Your carrier rep can help you import your eStamp into WinRater. In most cases, the carrier marketing rep will email you the stamp and all you have to do is double-click on it to import. (If you run into issues, you can save the eStamp to your harddrive and then open up the RMV Form in WinRater. Click on the blue eStamp box on the Form and the Carrier Stamp window will appear. Select Stamp Management from the tool bar and then Add/Import Stamp. Browse to where the Stamp was saved on your harddrive and double click on it.)
- Security is a very important consideration with the RMV forms regardless of whether you use a physical stamp or the eStamp. Boston Software does NOT encrypt the PDF that is created. You are responsible for ensuring that what- ever email client you use provides sufficient security whether you are creating the PDF and attaching it yourself, or using the built in email function that sends through Microsoft Outlook.
Important Information
