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Submitting Business
New Business Process

1. Are you contracted with the carrier with whom you are submitting the app? If not, please contact Brooklyn (licensing@gpagency.com). 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 newbusiness@gpagency.com 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 is not on iGo. CLICK ON LOGO for their Tele-App program for Legal & General, aka Banner.
(Click HERE for information on using their app.
Click HERE for a video tutorial.) 

 


New Business

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

Director of New Business
Tanya@gpagency.com

Tanya Wilson 

Director of New Business
Tanya@gpagency.com

New Business Case Manager/LTCi Support Specialist 
mcarliles@gpagency.com

Michelle Carliles 

New Business Case Manager/LTCi Support Specialist
mcarliles@gpagency.com

 

New Business Case Manager, Informal & Trial App U/W Specialist 
yvette@gpagency.com

Yvette Wall

New Business Case Manager, Informal & Trial App U/W Specialist
yvette@gpagency.com