Logging Into the iGO e-Signature Process

2864 views March 28, 2017 September 18, 2018 18

Overview

You can log into the e-signature process by following the directions below for each user type.

 

Note: Not sure which PIN to use? Click here for instructions to locate the PIN in the iGO e-App.

 

Consumer Login

Once you have completed your application and/or forms by providing your Agent with the required information, you are eligible to sign your documents and submit them electronically. If you are having difficulty logging into the e-Sign process it might be helpful to know the following:

  • Typically, Consumers are asked to log in to e-Sign using the last four digits of his or her SSN.  If you have tried to input your SSN, it is possible your SSN was entered incorrectly on the application.  It is advised that you contact your Agent and confirm that your SSN was captured correctly.
  • Occasionally, a unique PIN may be created for you, by you or your Agent at the time the application or forms were completed.  Contact your agent to determine if there is a unique PIN you should be using.
  • Sometimes, additional data such as your date of birth of the amount of insurance applied for is also required. If required, confirm with your Agent the information you should be entering.
  • Are you signing on behalf of a business or trust?  If so, you may be required to enter the last four digits of the Tax ID Number (TIN).
  • Locked out?  To ensure your personal information is kept secure, the system will temporarily lock you out of the process if you fail to authenticate too many times.  If this happens, please contact your Agent to send you a new, secure link via email.  You should also confirm your access information at this time.   Alternatively, you may use the Chat feature located on this page to instant message with a Support Representative who will be able to assist you.

 

Agent/Producer Login

Once your client(s) have completed e-Signing, your e-Signature is required. If you are having difficulty logging into the e-Sign process it might be helpful to know the following:

  • Typically, Agents are asked to create a unique PIN after “Locking” the application, I.E. during the e-Signature set up process.  You may navigate back to your iGO e-App dashboard, open the desired case, and navigate to the e-Signature set up screens to view your PIN.  NOTE:  Do not “Unlock” the application.  This will remove all e-Signatures previously captured.
  • Less typical, the Agent is required to enter his or her SSN.  You will be able to see this within the e-Signature set up screens as well.
  • Sometimes, additional data such as your date of birth of the amount of insurance applied for is also required.
  • Locked out?  To ensure yours and your clients personal information is kept secure, the system will temporarily lock you out of the process if you fail to authenticate too many times.  If this happens, you may log into iGO e-App and resend a new email via the My Cases Dashboard (via the Case Actions Drop Down). Alternatively, you may use the Chat feature located on this page to instant message with a Support Representative who will be able to assist you.

 

Case Manager/Submission Approver Login

An Agent has just completed an iGO e-App via your web portal. The App has been sent to you to review and approve. If you are having difficulty logging into the e-Sign process it might be helpful to know the following:

  • When your Agency was set up with iGO, your Agency Account Admin provided iPipeline with set up information.  Included in this information was a default PIN to be used to access, view and approve iGO e-Apps.  Please consult with your Agency Admin to determine the information you should be entering.
  • It is possible that your Agency manages PIN’s on an individual level.  This is completed within the iService Admin Site, and can be located under the “iGO Configuration” section.
  • For additional help, feel free to access the Chat feature located on this page.  You may instant message directly with iPipeline Support Personnel who will be able to assist you.

 

 

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