Upcoming E-App Changes

We’re making a few changes to the E-App you access through iPipeline to streamline and simplify the process for you. Here’s what’s changing:

• A separate Part B request is no longer needed. When you access the “Proposed Insured Part B” page, you only need to indicate within the application that Part B needs to be requested. Then, we’ll automatically send the online Part B email to your clients once we receive the eApp submission. (Effective November 4, 2020)
• The full E-App option will require less work for you. The full E-App (Parts A, B, and C) will be replaced on iPipeline with the version that includes Parts A and C only. After completing those, you’ll simply request Principal to complete the Part B. (Effective December 2020)
• New, more clear options for completion will be available in Lifepipe. When submitting an application through the quote engine you’ll see two easy-to-understand options: “Term Insurance” and “Term Insurance with CER Rider.” Both options will allow you to select either E-App with carrier-completed Part B or Drop Ticket in order to complete your submission the way you want. (Effective December 2020)