iGO

iGO Admin Tool

• iGO Admin Tool Overview
• Search by Agent of Proposed Insured
• Check Application e-Signature Details
• View Other Signature Method Details
• Resend e-Signature Emails and Links
• Unlock an e-Signature Link

iGO e-App

• Access iGO e-App
• How to Start a Case in the iGO e-Application
• e-App vs. Drop Ticket
• How To Access iGO After Getting Locked Out
• View and Print the Application from iGO e-App

iGO e-Signature

• What To Expect with iGO e-Signature
• Logging Into the iGO e-Signature Process
• Locate the PIN in iGO
• Electronically Signing an Application
• e-Signing an Application when Face-to-Face
• How To Resend e-Signature Emails

iGO Getting Started

• iGO Take the Tour
• iGO System Requirements
• How To Create an iPipeline Login
• Configure iGO within iService
• Add Products to iGO
• Update an Agent’s Case Manager

iGO Managing Cases

• Checking the Status of an iGO e-Application
• Delete a Case in the iGO e-Application
• Navigating the iGO Cases Dashboard
• Completing a Case In Good Order
• Locking a Case in iGO
• Unlocking a Case in iGO