Process Enhancements

On Nov. 14, 2022, Lincoln enhances the agent validation process for electronic submissions within iPipeline with a new “Search for Firm” button that displays after the agent enters their name and SSN. This field will be required to proceed, and this process will be repeated if there are multiple agents listed on the submission. 

Also, our new Ready to Sell Lookup tool, a self-service tool will allow financial professionals and back-office staff to check the status of a financial professional 24/7 from your desktop, tablet, or mobile devices.