Attention iPipeline Users: We Heard You Loud and Clear
Go/No-Go is once again available in our digital application process for iPipeline users!
As part of our ongoing commitment to providing advisors with the tools needed to succeed, we listen when our distribution partners provide feedback. And as a result, we’re pleased to inform you that the Go/No-Go feature is once again available in iPipeline.
What does this mean?
- The BGA will maintain control of the workflow over the digital submission
- With iGO Go/No-Go, the BGA is given the ability to view, approve, or decline an application prior to its release to us
- Each advisor or agent application will be automatically routed to the Case Manager or other designee within the BGA for Go/No-Go disposition
- Prior to approval, the Case Manager will have the opportunity to review the application information for accuracy, especially the Banner Life BGA Code
- Approved cases are routed to the Proposed Insured to complete the application in the Horizon digital platform
IMPORTANT NOTES:
- Prior to submitting a case for the BGA to approve or decline, every advisor will need to enter their own Social Security Number (SSN) to ensure proper processing and attribution
- In the event that Banner was turned off in iPipeline, each advisor will need to reauthorize within his or her profile
End users of this enhanced process at the BGA will notice significant improvements in efficiency and control of the overall process.