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Home > Sales & Training > Training

iGO e-App Access & Training

Insurance applications can be confusing and complicated.  Worse yet, forms can vary by carrier, state and product.  Not only do you have to know what to complete, but also what not to complete.  If you inadvertently miss a question, your policy could be delayed for weeks.

Take the guesswork out of completing insurance paperwork by using iGO to electronically guide you through the complete application process.  iGO e-App, offered through Financial Brokerage, is a wizard-based, intelligent fillable forms solution for straight-through processing. iGO e-App is transforming the way the industry markets, sells, and processes insurance to rapidly drive sales and profitability through error-free processing.

iGO e-App makes it easier by highlighting required fields in yellow.  As you complete the application, sections of the form are shown or purposely hidden based on your client's answers.  Carrier specific rules are embedded within the forms preventing any data entry mistakes that could cost you valuable time.  Ensure every application you write is iGO - In Good Order - today!

Looking for an even faster way to submit business? 
Click here to learn about FB Quick Tickets.   

iGO Access, Training & Helpful Links

Login to iGO

iGO Training Resources - Sign Up For A Live Training Session 

iGO eApp and e-Submit: The Workflow Process for the Agent

iGO eApp Training Video {Application Entry Process}

iGO e-Signature Training Video {Agent & Client e-Signature Demo}

Participating Carriers

  • American National (Term, UL, IUL and Executive UL)
  • Assurity (Acci-Flex, Critical Illness, Disability, Term, Whole Life)
  • AXA (Term, IUL, UL)
  • Banner - Legal & General America (Term & UL)
  • Foresters (Term, UL, Whole Life)
  • Genworth (Term & UL)
  • Legal & General America (Term & UL) 
  • Lincoln Financial Group (MoneyGuard, Term, UL, SUL)
  • MetLife (Term, IUL, UL, Whole Life)
  • Monumental - via Transamerica Family Markets contract (Final Expense only) 
  • Mutual of Omaha (Term, Accidental Death, Whole Life)
  • North American (Term, GUL)
  • Principal National (Term, UL, IUL)
  • Protective Life (Term, UL) 
  • Prudential (Term, UL and WorkLife)
  • SBLI (Term) 
  • Transamerica (Term & YRT)
  • Transamerica Family Markets (Term, Monumental's Final Expense) 
  • United of Omaha (Term, Accidental Death, Whole Life)
  • Voya Financial (Term, ROP Term, UL, IUL)
  • William Penn - Legal & General America (Term & UL)

If you have questions about on-line application entry or any of the Tele-App processes, please contact
Sarah Stewart or Andrea Rasser @ 800.397.9999800.397.9999