1. iGo: Electronic Applications
Steve Schreiber

2. What is iGo?

3. How do I access iGo? Insurance  applications (electronic)
Home  insurance tools  applications (electronic)

4. How do I access iGo?
From within the traditional forms engine

5. How do I access iGo?
From within the term quote engine

6. What do the different options mean?
Explanation
Wet Signature Required?
Abbreviated Application
Need to Order Paramed?
Paper Forms
You select PDFs to complete or print.
Yes No
E-App
You are able to complete the forms online and submit for e-signature.
Drop Ticket
You complete an abbreviated application online.

7. What is the difference between drop tickets and tele apps?
There is no difference.
The iGo system calls all abbreviated app processes “Drop Tickets”

8. Why do some drop tickets have an “explanation box” next to them?
The explanation box references the name the insurance carrier calls its process:

9. Submitting an Application

10. Select the product you will be writing

11. Begin completing the application

12. Fields in yellow are mandatory

13. ✓ or ? Completed fields will have a green check mark
Incomplete fields will have a red question mark

14. At any point you may stop and return to a paper application

15. At any point you may stop and return to a paper application

16. iGo uses reflexive questioning

17. Your application will be deemed in good order

18. You will “lock” the application from future changes

19. You can then begin the signature process

20. You may then choose from “e-signature” and wet signature

21. If you choose e-signature you will be prompted for information

22. You can then send the e-signature instructions to the client

23. What happens after the email to the client is sent?
The is sent to the client
The client will sign the document with last 4 of SSN

24. FHC can then monitor the case until its completion

25. If you opt for “wet signature” you review the completed pdf for accuracy

26. You can then preview the document

27. You then certify that you have reviewed the paperwork and move forward

28. You will then print off the forms to sign
The words “iGo Status – Locked” will show up on the application to indicate to the carrier that the application has been through the iGo process

29. What happens after “wet signature”?
The completed application is submitted to FHC via Treeno, mail or fax and is processed normally

30. Thank you!