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Submitting Business
New Business Process

1. Are you contracted with the carrier to which you are submitting the app? If not, please contact Christine Barbour ( She will submit the appropriate contracting paperwork on your behalf.

2. If you are submitting your client’s application electronically, you are at the right place — click on the iGo link below to begin the process. 

3. If you are taking a paper application, you can email it to or fax it to 877-821-7191. 

Click HERE for our Agency’s Manual

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Submit Your Applications Electronically!

Click on iGo button to:

– Fill out your client applications faster!
– Simplify and accelerate the application process.
– Experience easy-to-use, intelligent wizard screens!
– Utilize e-Signature and e-Submit features.

Never used iGO? Click HERE for access to a short video.

What to expect with email eSignature, click HERE.


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Electronic Policies

Some carriers use iGo (DocFast) to send the agent a policy electronically. The carrier may email a link to access the e-policy or it can be accessed through the PolicyEx button.

To view a video on this process, click HERE. 


GPEZ Concierge Service
Tight on time? Let us do the heavy lifting!

For a $50 fee per case, we will complete your client’s application on your behalf. Interested? Click HERE.


Legal & General are not on iGo. CLICK ON LOGO for their e-app. Tele-App program for Legal & General, aka Banner.
(Click HERE for information on using their app.
Click HERE for a video tutorial.) 



Our seasoned New Business Team will thoroughly review and submit your applications,
and be your advocate throughout the underwriting process.

Tanya Wilson

Director of New Business
Michelle Carliles

New Business Case Manager/LTCi
Support Specialist
Yvette Wall

New Business Case Manager &
Informal/Trial Application Underwriting Specialist