New Business Process
1. Are you contracted with the carrier to which you are submitting the app? If not, please contact Christine Barbour (email@example.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 firstname.lastname@example.org or fax it to 877-821-7191.
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.
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.
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.
NEW BUSINESS TEAM