iGO e-App is an intelligent fillable form. It enables agents to get paid faster by electronically completing and processing 100% in Good Order applications. It also improves your productivity so you can sell more insurance.

a href="https://training.ipipeline.com/Documents/iGO_Carriers.pdf" target="_blank">Click here to download a .pdf with the latest list.

The way you access iGO e-App depends on how you sell insurance. If you are affiliated with a specific carrier, you may access iGO e-App through their respective Web site portal. If you are an independent agent, you may access iGO e-App through your respective agency Web site by simply clicking on the displayed “iGO e-App button.” By clicking on the “iGO e-App button” from your agency Web site, you will gain immediate access to create and complete the application.[/

• Carrier, product type, product, and state selection-driven screens/forms
• Intelligent Wizard Screens-required and optional fields, validation, and business rules
• Green "completed" checkmarks upon iGO determination
• View / print filled complete or incomplete forms at any time
• Save and return functions
• Print and wet sign
• Customizable e-signature-insured, owner, trusts, third parties and multiple producers
• Standard BGA case manager Go/No Go approvals
• Electronic submission of metadata and multiple images

• Eliminates NiGO for 100% iGO
• Go/No-Go feature ensures you monitor and control all carrier submissions
• Reduces cycle time and increases placement ratios
• LifePipe (Term Quote) users and Illustrations users can auto-populate iGO e-App
• Paperless "iGO Green" experience for producers, consumers and carriers
• Data and images integrate with carrier "downstream" systems-underwriting, admin and imaging
• Producers will always get their applications right
• Forms always legible and in good order

?"]Click here to view a .pdf on the Go-NoGo process.

"]Click here to view an excel chart of Carrier Bind Coverage.

1. Log back into the case, and go to the customized email screen.
2. The button that said “send email” before, will now say “resend email”.
3. Click on this and your client will receive a new email with a new link to sign the application.
4. Call your client to inform them that the new email is on its way, and have them log in with the last 4 digits of their SSN.

1. Log into iGO e-App. On the client screen, click on the clickwrap link towards the top of the screen (to the right of create new client).
2. Change the status to “pending agent signature” in the dropdown. This will show you all cases pending your signature.
3. Locate the client’s name that you need to resend the email to.
4. Click the small plus sign button to expand the information about the client.
5. Click the resend button to the left of your name. This will generate a new email for you to sign the application.
6. Be sure to check your junk e-mail to see if the email inadvertently went there.
7. Please call support at 800-641-6557 if you still did not receive the email.

Log into iGO e-App and navigate to the email sent screen. This will display a chart of all the signers that have been sent emails, and the date it has been sent.

1. Log into iGO e-App.
2. On the client screen, click on the clickwrap link towards the top of the screen (to the right of create new client). This is where you can check the status of all your pending cases.
3. There are two ways to search for cases here. You can filter by “status” or “last name begins with”, by selecting in the “filter by” dropdown.
   1. If you select “last name begins with” type in the first few characters of the client’s last name, and click the search button. The resul style="padding: 0px 0px 0px 50px;"ts in the grid below can be filtered by any of the links at the top of the grid (status, last name, first name, carrier, product type, and product).
   2. The other way you can filter is by status. There are six types of statuses you can filter by.
      1. First one is pending, which means the case is pending signature by one or more signers.
      2. The second status is complete, meaning the case has been electronically signed and submitted to the carrier.
      3. Third status is expired, which means that the link for a signer (including you) has passed. You will need to resend the email to that party to continue that process.
      4. Fourth status is pending agent signature, which means you as the agent have not signed.
      5. Fifth status is pending agency approval, which means that your BGA has not yet reviewed and sent your application to the carrier.
      6. Final status is declined by agency, which means that your BGA has declined the application.
   3. Now that you have search resul style="padding: 0px 0px 0px 50px;"ts, you can expand each client by clicking the small plus sign button. From here you can tell the email address was sent to that particul style="padding: 0px 0px 0px 50px;"ar signer, the current status, the date the link will expire, and the ability to resend that email to that individual, if needed.

?"]Click here to view a training video for the e-Signature process.

?"]Click here to see steps for adding email address to your safe senders list.