Gain More Control Over Your Business with iPipeline
We’re pleased to announce that Protective has enabled the Go/No Go functionality on iPipeline to provide firms with more control and oversight over their business.
They’ll also be able to customize this feature by the Protective products to ensure their teams can review the cases they want.
If you’re a firm or agency, here’s how to configure Go/No Go on iPipeline:
- If you use Agency Integrator and have the iGO to Agency Integrator integration activated: Submit a ticket to support@ipipeline.com to request Go/No Go bypass to be added to their configuration. The iPipeline support team will need your GAID in addition to the carrier (Protective) and products you want included in the configuration adjusted.
- Configuring at the agent level in iService: Login to iPipeline and review the customer portal documentationOpens in a new tab for turning on the Go/No Go feature at the agent level.
Turn on the Go/No Go feature in iPipeline and gain more oversight on the Protective business your financial professionals are submitting.
Multiple agents on a policy: We’re also pleased to announce that Protective has enabled the ability for multiple agents to be added to a policy on iPipeline. With this enhancement, you’ll be able to add up to five agents to a policy when using iPipeline.