There could be many reasons why you are unable to log into the iGO software. Some of those reasons may be caused my your browser.
Before contacting support, here are a few simple browser troubleshooting options you can try.
There could be many reasons why you are unable to log into the iGO software. Some of those reasons may be caused my your browser.
Before contacting support, here are a few simple browser troubleshooting options you can try.
In iGO, we provide three main ways to collect the signatures for your electronic application. Most carriers allow all three but may have restrictions as to which method is available. For a list of Carriers installed with iGO, which includes the available signatures methods and restrictions, click here.
Electronic signature –
Email/Remote
One of the most popular methods of collecting signatures is the electronic signature via email. This option allows you to send an email notification out to your client to digitally sign the necessary documents. With this option, you don’t even need to be in the same state as your client to sell them insurance.
For more information regarding email/remote signature, click here.
Face to Face
If you are with the client, in their home, your office, or wherever, you can capture the electronic signatures from within the screens where you filled out the application. This can speed up the process and make it easy for you and the client to sign and submit the application.
For more information regarding Face-to-Face signatures, click here
Other signature methods
Print and Wet Sign
In the event your client doesn’t have an email address or has no way to make it to your office, we provide the option to print the application and collect the wet signatures.
Log into iGO e-App and navigate to the Email Sent screen. This displays a chart of all the signers that have been sent emails, and the date it has been sent.
No. When using clickwrap, or electronically signing an application via e-mail, each person or party signing must have a separate and unique e-mail address. Therefore, two different people in two different roles (e.g. the primary insured and the owner), cannot use the exact same e-mail address for the signature process.
Example:
The below scenario will not work because both individuals are attempting to use the same email address.
Primary Insured: Mary Smith
Email: SmithFamily@gmail.com
Owner: John Smith
Email: SmithFamily@gmail.com
The below scenario will work because each person is using a unique email address.
Primary Insured: Mary Smith
Email: MarySmith2@gmail.com
Owner: John Smith
Email: SmithFamily@gmail.com
The 4 digit e-Signature authentication number is pulled directly from information entered within the iGO e-App electronic screens. For example, the insured e-Signature credentials will typically be pulled from the social security field located on the Proposed Insured screen. For this reason, you may want to go back to that screen, and verify that the Insured’s SSN was entered accurately.
Still unsure which PIN to use? Click here for instructions on locating the correct PIN for a case.
Consumers, Agents, and Case Managers are required to authenticate into the e-Signature process using a unique PIN, TIN, SSN. Each e-Signer is allotted 3 attempts to accurately enter their information. After 3 unsuccessful attempts, access to the e-Signature process is temporarily disabled. To resolve this issue, follow these instructions.
The agent needs to unlock the app, they cannot resend the email from the clickwrap admin, they will get an error “record is ineligible for resending.”
Please call support at 800-641-6557.
If the agent or client is not receiving the email, make sure they check their email junk/spam folder.
Note: If you are still unable to locate the signature email, please call support at 800-641-6557.
If your emails are getting blocked, see our instructions on adding any email address to your safe sender’s list.
In cases such as these, it is important to note that there are many roles involved in the e-Signature process. All roles (such as proposed insured, payor, owner…etc.) must complete the e-Signature process before the agent can sign.
Therefore, it is possible that the client has signed, but the agent is not yet able to because one of the other roles has not yet completed the e-Signature process.
Each e-Signing party is offered the opportunity to decline to e-Sign, therefore opting out of the e-Signature process. If a signing party declines, the current e-Signature process will be cancelled. Pending the reasons for why the e-Signer chose to decline, you may choose to re-initiate the e-Signature process by following the steps below:
The status of all applications can be viewed on the My Cases Dashboard. Check out the full article for more information.
The delete case function is made available at the agency’s or carrier’s discretion. If you do not see the option to Delete Case is not available, you will not be able to delete cases. However, cases will be purged from the system after 120 days of inactivity. If you have the option to delete cases, click here for instructions.