Streamline Your Applications With iGo E-App
About iGo E-App
iGo is an intelligent electronic application that helps career and independent producers submit life insurance cases quickly and in good order. The platform includes smart forms, carrier integrations, e-signatures, and real-time status tracking to reduce errors and speed up approvals. Hosted by iPipeline, iGo is available via single sign-on through your firm or a distribution partner.
To use iGo E-App, you must be a licensed life insurance agent and appointed with the carrier through CBIZ Individual Insurance Solutions. Access is available via single sign-on through your firm or distribution partner.
Why Use iGo E-App
iGo E-App simplifies the application process from start to finish, helping producers save time, minimize errors, and close business faster. By replacing paperwork with smart automation and built-in compliance checks, producers can focus more on clients and less on forms.
- Submit complete, error-free applications in minutes.
- Track real-time case status and progress.
- Accelerate underwriting and approvals.
- Enhance client experience with secure E-signatures.
- Eliminate redundant paperwork and delays.
Access the iGo E-App
Submit applications quickly and securely through the iGo E-App platform. Access carrier integrations, real-time status tracking, and electronic signatures, all in one streamlined system.
- Submit and track applications in real time.
- Reduce errors with built-in good order checks.
Need iGo E-App Credentials?
If you’re new to iGo or need help logging in, our team can get you set up. Reach out for access credentials and support to start submitting business through the platform.
- Request login details for new or existing users.
- Get help with setup or technical access questions.
iGo E-Signature and Case Status Guide
Frequently Asked Questions
E-signature emails are sent from [email protected] on behalf of the carrier.
The 4-digit E-signature authentication number is pulled directly from the information entered in the iGo E-App. The client’s authentication number may vary depending on their signing role.
- Log in to your iGo E-App account.
- Click View My Cases.
- Locate the desired case and click Case Details.
- In the E-Signature Status section, the PIN/TIN/SSN displays next to each signer’s name.
Log in to iGo e-App and navigate to Case Details and E-Signer Status on the right side of the page.
Each signer is allowed three attempts to enter their authentication number correctly. After three failed attempts, access to the E-signature process is temporarily disabled.
Each E-signing party has the option to decline to E-sign within the system.
Log in to the iGo E-App.
Go to the My Cases Dashboard to view active applications.
The status column will show updates, such as Awaiting Consumer E-Signature.
For additional details, view the Status Information section within your case.
Ready to Grow Your Business With CBIZ?
Connect with our team to learn how CBIZ Individual Insurance Solutions can help you expand your opportunities and better serve your clients.