Client Collaboration Now Available for Third-Party Ownership

We recently enhanced the flex complete process in iPipeline iGO to allow client collaboration on third-party ownership submissions. Here’s what this means for you: 

• For submissions where the proposed insured and owner are different, the proposed insured can now electronically complete the lifestyle and medical questions privately and at their own convenience, and both the proposed insured and owner(s) can now electronically sign the application
• You will also see a new “signature method” page that provides a convenient snapshot of both collected and outstanding signatures and allows you to easily re-send the signature link(s) to your clients if needed

These enhancements will be particularly helpful for your business-owned and estate-planning submissions and reflects our ongoing commitment to making the selling process easier.