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Enhance Your Insurance Process with iGO e-App: Streamlined Application Management

Discover the benefits of iGO e-AppTM, a powerful electronic application tool designed for insurance and financial service industries. Provided in partnership with iPipelineTM, this innovative solution simplifies the application process for agents, featuring intelligent wizard screens, validation rules, and customizable signature options (wet or e-signature). iGO e-App facilitates easy access to state-filed forms, reduces application scrubbing time, and improves overall efficiency. Available soon for Term Life Answers and future products. For training and support, visit iPipeline’s Training Center.

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Enhance Your Insurance Process with iGO e-App: Streamlined Application Management

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Presentation Transcript

  1. iGO e-AppTMElectronic Application Get ready, get set…iGO!

  2. Objectives • Benefits of iGO e-AppTM • Availability • Functionality • Additional Training Opportunities

  3. Benefits of iGO e-AppTM • Provided through a partnership with iPipelineTM, a leading provider of on-demand software for the insurance and financial service industry • Walks agents through the application process and helps to ensure that all questions are answered • Utilizes intelligent wizard screens • Includes required and optional fields • Validation and business rules • Ensures agents are always using the right forms

  4. Benefits of iGO e-AppTM • Offers the ability to complete, view and/or print state-filed forms at any time • Reduces office staff “application scrubbing time” and accelerates underwriting/policy issuance • Allows agents to choose their method of signature collection: wet signature or e-signature • Provides a GREEN experience for producers, consumers and carriers

  5. Available on iGO e-AppTM… • Term Life Answers will be available soon in approved states • Future products to be added will be announced as available

  6. How to Access • Sales Professional Access • BGA Web sites

  7. Via Quote Engine Integration Direct to Electronic Application Options • Direct to Electronic Form • Via Quote Engine

  8. Quote Engine

  9. Quote Engine (cont’d) • Term Life Answers Quotes to iGO e-AppTM

  10. Quote Engine (cont’d) • Ability to compare life quotes

  11. Blair App Workflow Electronic to BGA for Review (Go/No Go) Client/Agent e-Sign Process Agent/Client Complete Application United of Omaha Life UW Dept. Mail or Fax Application To BGA for Review

  12. Client Screen • Saved/In-Progress Applications • Create New Client/Application

  13. Required Fields • Required/Non-required Fields

  14. Rules • Product and Underwriting Rules

  15. Data Screens • Data Gathering Screens

  16. Dynamic Forms • Additional forms added based on responses to trigger questions 

  17. “in Good Order” • Complete applications

  18. Signature Options • Wet Signature or e-Signature

  19. Signature Process Flow Lock Application e-Signature Process Paper App Define all Signing Parties Print and Wet Sign Policy Insured e-Signature Collection Policyowner(s) Agent Signature E-mail to Acknowledge Receipt of App. BGA Go/No Go Electronic Submission United of Omaha Approved

  20. e-Signature Process • Applicant receives an e-mail

  21. e-Signature Process(cont’d) • Client Consent

  22. e-Signature Process(cont’d) • Applicant reviews the application

  23. e-Signature Process(cont’d) • Applicant signs the application

  24. e-Signature Process(cont’d) • Applicant has an option to view an e-Signed copy of the application, and can save a copy

  25. e-Signature Process(cont’d) • End of client involvement on application • Sent to Agent for e-Sign • “Go/No Go” process or submit to Carrier

  26. Training and Support • Visit iPipeline’s iGO Training and Support Center available at http://training.ipipeline.com • Weekly Web training also offeredby iPipelineTM • Contact Mutual of Omaha Sales Support at (800) 693-6083 or sales.support@mutualofomaha.com

  27. Questions?

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