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

 

5 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
  • 13831908Crump5274 says:

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

    June 15, 2022 at 6:43 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
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