Here Comes the iGO User Manual! – June 2020

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Here Comes the iGO User Manual! – June 2020

While helping users is nice, giving them the power to help themselves is twice as nice. We have received numerous requests to create content available for users, and we are thrilled to announce the iGO User Manual is now available!

 

Providing content to agencies and carriers has been a top priority for us over the past few years, but we realize that having content available to users is just as valuable. With this in mind, and the feedback we have received from customers, we created our iGO User Manual. The manual contains articles and videos related to iGO top questions and issues, so that users can review the content first, and potentially not need to contact anyone to complete their applications or signature processes.

 

What might the user say to indicate that they need help with iGO?

“I locked the application, what do I need to do next?”

“My clients and I have signed, what happens next?”

“My client cannot find their signature email. How do I resend it?”

“I am creating my first application, what can I expect?”

 

We realize that the Customer Portal is a powerful training resource that is continuously being updated and adapted for agency and carrier customers, but we understand there is a need to provide documentation and resources directly to users as well.

 

Based on our internal reporting on the most common issues and questions from users, as well as the most widely accessed content on the portal, we created an iGO User Manual that includes articles as well as videos that walk users through how to complete actions and answer questions. With this manual, we are hoping to empower users to use the tools to help them move through the application process without assistance.

 

 

If you have any ideas on what to add, or how to improve the iGO User’s Manual, please let us know by submitting your idea using the link to the Idea Exchange below!

 

 

Check out these articles available to you on our Customer Portal for iGO:

iGO Resources

 

35 Comments
  • 76861524165686 says:

    I just did my first app and the client need to sign it but his height is incorrect what do I need to do to correct it

    June 9, 2022 at 9:37 pm
    • ElimckulaMUT1903 says:

      The application is locked, but I still need to make a correction and there is not unlocked option what I can do?

      May 12, 2023 at 10:33 pm
  • 13831908Crump5274 says:

    How do I unlock and application to update the address for the paramed exam?

    June 15, 2022 at 6:43 am
    • WpedrozajrMUT1903 says:

      PLEASE ADVISE

      August 4, 2022 at 11:37 am
  • paula@windsorinsurance.comWIA1945 says:

    Agent completed the e-App. Insured is an individual, owner is his corporation and he will also be the signor on behalf of his corporation. Insured had completed the e-signature. The owner received the link to e-sign. However the link does not work.
    Does he (who is the signor on behalf of the corporation) have to have a different email address in order for this to work?

    June 27, 2022 at 8:51 pm
  • mbartnicki6395 says:

    My application is stuck. I cannot get to the signature part.

    June 29, 2022 at 8:49 am
  • sirwilliam82MUT1903 says:

    how to go back and change beneficiaries

    June 29, 2022 at 7:30 pm
  • 1055105PHP6608 says:

    My client does not have an email address, so I got a wet signature. How do I upload the application in the system

    July 15, 2022 at 1:11 pm
  • EJOYCE1UAIC6036 says:

    I’m just getting started I’m not getting a complete list of product types, I would like to write Final Expense

    July 31, 2022 at 9:48 am
  • ByersdirectMUT1903 says:

    I’m not able to click on anything besides the face amount, It won’t let me click on mode of premium payment
    I’m not able to get past the Premium Summary screen

    September 6, 2022 at 7:15 pm
  • hmuhammad2397 says:

    I can’t get past the initial application screen it won’t let me choose a state or a product

    September 7, 2022 at 1:04 pm
  • maknapp127519MUT1901 says:

    I’ve sent the application for the initial signature four times. I’ve used two different email address’s and the applicant assures me she has NEVER received any of the emails not even in her spam folder. Help?

    September 23, 2022 at 12:03 pm
  • CDansby69MUT1903 says:

    Application is stuck in underwriting and won’t proceed further. Flashes through a few screens quickly and then shows a screen that has the business name of Munich RE it has two areas for login credentials (Underwriter’s Workbench and Administration). Please advise

    September 30, 2022 at 4:24 pm
  • Chima2022MUT1903 says:

    Under primary insured, what is supposed to go in the “Legal residence” box. I entered my address there since the heading says “contact information”, but your system flagged it. Your response is appreciated. Thanks.

    October 12, 2022 at 8:23 pm
  • SFG0057299SFG6503 says:

    how do i find the carriers i can use when writing application ? Beginner

    November 2, 2022 at 5:50 pm
  • 1150418PHP6608 says:

    How can I cancel an application?

    December 5, 2022 at 12:22 pm
  • Bthe1nonlyMUT1903 says:

    im getting a flag saying bank info cannot be validated. i tripple checked. whats wrong?

    December 6, 2022 at 2:16 am
  • gcandjrMUT1903 says:

    I have a client who is 38 looking for any type of cash back option if possible, and a critical illness and chronic illness, terminal illness rider has had covid in 2021

    December 7, 2022 at 11:07 am
    • gcandjrMUT1903 says:

      who policy would be available for this male 38 non smoker, no other health issue other than the covid in yr 2021

      December 7, 2022 at 11:09 am
  • eestx1gmailcomMUT1903 says:

    my client only sees the delete button as highlited, cannot hit accept. Please help

    December 17, 2022 at 2:16 pm
  • jacksonma01MUT1907 says:

    How can I get to part 2 for medical questions on a completed application..

    December 19, 2022 at 4:27 pm
    • mletuli7759 says:

      Did you find out how to access part 2 for medial questions? I cannot access also.

      May 18, 2023 at 12:18 am
  • deontrayflakesMUT1903 says:

    what is the email for new business?

    January 31, 2023 at 9:58 pm
  • 300049228Crump5274 says:

    What does GA name means?

    February 7, 2023 at 7:08 pm
  • susanaclarkMUT1903 says:

    I completed an IULE application and realized I need to change the death benefit and set it to increasing death benefit. Please help, both client and agent signed but I did not submit it once I realized the monthly premium was lower due to the quote showing level, not increasing.

    February 15, 2023 at 8:42 pm
  • Bobgreco1MUT1903 says:
    March 30, 2023 at 3:36 pm
  • 0071711PekinCore06954 says:
    April 20, 2023 at 10:37 am
  • 13808393Crump5274 says:

    how do I view all my placed and in force cases?

    May 23, 2023 at 4:48 pm
  • 7632anthonyb4810gmailcomRIA7632 says:

    Keep receiving an error message when trying to select the Lincoln Financial plan and open the application for a prospect. Tried refreshing, as well as logging out and logging back in, but it hasn’t worked. Is there something else I can do, or is this just a system issue?

    May 31, 2023 at 11:53 pm
  • saxcutie77MUT1903 says:

    I’m at the end and it says it cannot validate the email. What do I do?

    June 15, 2023 at 1:58 am
  • susan@gusbatesfinancial.comWIA1945 says:

    I have 90% finished a Corebridge Select-a-Term application for a female age 42 and her employer is a law firm acquiring Key Person insurance in the amount of $100,000 15 YLT and are we required to get both the personal and financial info for this age and amount.

    July 7, 2023 at 4:53 pm
  • SFG0065449SFG6503 says:

    How do I do a risk assessment?

    July 25, 2023 at 2:01 pm
  • JFELDESMAN2UAIC6036 says:

    Who is the email to the client from?

    August 24, 2023 at 11:33 am
  • Cgrabowski2178 says:

    HOW DO I SEND ANILLUSTRATION

    September 28, 2023 at 12:43 pm
  • tcoullettesrMUT1903 says:

    At the HIPAA Signature and Lock Data point for Mutual of Omaha. General Agent name and Hierarchy not available. What do I need to move forward?

    November 19, 2023 at 10:30 am
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