GP Access
New Business Process
- Are you contracted with the carrier with whom you are submitting the app? If not, please contact [email protected]. We will submit the appropriate contracting paperwork on your behalf.
- 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.
- If you are taking a paper application, you can email it to [email protected] or fax it to 877-821-7191.
iGo APP
Submit Your Applications Electronically!
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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? Watch this short video below.
What to expect with email eSignature?
PolicyEx
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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.
- 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.
Underwriting Guides
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There are major differences between Life, Disability, and Long-Term Care underwriting:
- Life is concerned with mortality (how medical conditions will affect life expectancy).
- Disability Income is concerned with morbidity (the frequency and duration of disability due to medical conditions).
- Long-Term Care is concerned with how medical conditions will affect current functional and cognitive ability, and an individual’s ability to perform activities of daily living.
We have developed several guides to help you and your clients better navigate the underwriting process:
For You, the Broker – What You Need to Know About:
- Avocations
- Cover Letter Sample
- Cover Letter (parts of)
- Cover Letters for Foreign Nationals
- Cover Letters for Underwriting
- Field Underwriting
- Field Underwriting (heart disease)
- Field Underwriting (Cancer History)
- Field Underwriting (Diabetes)
- Field Underwriting (Heart Disease)
- Field Underwriting (insurable interest)
- Financial Underwriting (business)
- Financial Underwriting (personal)
- Financial Underwriting (insurable interest)
- Foreign Nationals
- HIV
- Inspection Reports
- Life Insurance Underwriting
- Marijuana Usage
- Medical Testing
- Medical Information Bureau
- Reinsurance
- Rx Checks
- Preparing Clients for a Senior Supplement Exam
- Senior Supplement Exam (preparing clients)
- Travel Risk, Foreign Nationals, and Foreign Residents
- The TimeSaver™
- Genetic Testing and Life Insurance Underwriting
- Genetic Testing
- HIV
- Inspection Reports
- Medical Information Bureau
- Tips for Ensuring Accurate Paramed Results
- Underwriting Foreign Nationals
- Underwriting Travel Risk, Foreign Nationals, and Foreign Residents
- Accelerated Underwriting Programs
- Attending Physician Statements
For Your Client – What You Need to Know About:
Medical Exams
A GPAgency case manager can order a paramed exam for your client; an examiner will contact your client within 48 hours. Please Note, the producer will be billed if the paramedical requirements ordered are not for the correct carrier, not per age and amount requirements, or do not result in a formal application to the carrier. Also note, in some cases, a medical exam may be required. This exam must be conducted at an approved physician’s office.
If you prefer to order the paramed yourself, indicate in your cover letter to us that an exam has been ordered and provide the vendor’s name and phone number.
