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iGO e-App TM Electronic Application

iGO e-App TM Electronic Application

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iGO e-App TM Electronic Application

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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?