Member Identity
Full legal name, date of birth if required for verification, and government ID reference where applicable.
A completed card centralizes membership data, documents consent for marketing and benefits, and creates an auditable record for customer service and dispute resolution. It reduces onboarding errors, supports targeted communications, and provides a clear basis for tax or promotional accounting when benefits have monetary value.
Organizations and staff who handle membership enrollment, marketing operations, and customer billing commonly complete or request the Hagerty loyalty card.
Full legal name, date of birth if required for verification, and government ID reference where applicable.
Street address, city, state, ZIP, primary phone, and email address for notices and account recovery.
Designated membership level and benefits summary tied to that tier.
Effective date of membership and any retroactive benefit start information.
Explicit opt-ins or opt-outs for marketing, data sharing, and communications channels.
Member signature, printed name, and date with issuer representative block when required.
| Field | Configuration |
|---|---|
| Member Name | Auto-fill from CRM; required |
| Required; verification link enabled | |
| Signature | Mandatory; eSignature field with audit trail |
| Marketing Consent | Checkbox with ESIGN consumer disclosure |
Choose a platform that supports audit trails, conditional fields, and the authentication level your program requires.
Ensure the chosen service supports retention, export, and legal recordkeeping requirements; integrate with your customer database to avoid duplicate records.
MM/DD/YYYY on card controls benefit start
Complete before offer expiration for eligibility
Reportable benefits may need year-end reconciliation
Periodic checks may be required for high-value benefits
Allow 1–5 business days for system synchronization
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | No free trial | No free trial | Limited free trial | Limited free trial |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |