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iGo : Electronic Applications

iGo : Electronic Applications. Steve Schreiber. What is iGo ?. How do I access iGo ?. Insurance  applications (electronic) Home  insurance tools  applications (electronic). How do I access iGo ?. From within the traditional forms engine. How do I access iGo ?.

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iGo : Electronic Applications

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  1. iGo: Electronic Applications Steve Schreiber

  2. What is iGo?

  3. How do I access iGo? • Insurance  applications (electronic) • Home  insurance tools  applications (electronic)

  4. How do I access iGo? • From within the traditional forms engine

  5. How do I access iGo? • From within the term quote engine

  6. What do the different options mean?

  7. What is the difference between drop tickets and tele apps? • There is no difference. • The iGo system calls all abbreviated app processes “Drop Tickets”

  8. Why do some drop tickets have an “explanation box” next to them? • The explanation box references the name the insurance carrier calls its process:

  9. Submitting an Application

  10. Select the product you will be writing

  11. Begin completing the application

  12. Fields in yellow are mandatory

  13. ✓ or ? • Completed fields will have a green check mark • Incomplete fields will have a red question mark

  14. At any point you may stop and return to a paper application

  15. At any point you may stop and return to a paper application

  16. iGo uses reflexive questioning

  17. Your application will be deemed in good order

  18. You will “lock” the application from future changes

  19. You can then begin the signature process

  20. You may then choose from “e-signature” and wet signature

  21. If you choose e-signature you will be prompted for information

  22. You can then send the e-signature instructions to the client

  23. What happens after the email to the client is sent? • The email is sent to the client • The client will sign the document with last 4 of SSN

  24. FHC can then monitor the case until its completion

  25. If you opt for “wet signature” you review the completed pdf for accuracy

  26. You can then preview the document

  27. You then certify that you have reviewed the paperwork and move forward

  28. You will then print off the forms to sign • The words “iGo Status – Locked” will show up on the application to indicate to the carrier that the application has been through the iGo process

  29. What happens after “wet signature”? • The completed application is submitted to FHC via Treeno, mail or fax and is processed normally

  30. Thank you!

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