Submit Life Business Electronically

During these times of social distancing, technology has been a saving grace to ensure business keeps moving forward. You can continue to take new applications from your clients electronically, via our IGO E-App platform.

IGO E-App is much like an application you would complete on paper; however, unlike paper where it’s easy to make mistakes and forget forms, IGO is an intelligent platform that will ensure your application is complete and in good order before submission.

All state, product and business rules are baked right in. IGO E-App takes the guesswork out of completing applications all while completing a neat, legible and professional-looking document.

No Printing. No Wet Signatures. No Mailing Costs. No Snail Mail.
All opportunities to get paid faster!

What carriers are available on the IGO E-app platform?
*Products and carriers will vary by state

• American General
• Assurity
• AXA
• Banner
• Columbus Life
• Foresters
• John Hancock
• Lincoln Financial
• Mutual of Omaha
• National Life Group (LSW)
• Nationwide
• North American
• One America
• Principal
• Protective
• Prudential
• Sagicor
• Securian (formerly Minnesota Life)
• Transamerica

How to Access IGO E-app:

1. Visit advisorsexcel.com/life
2. Log in using your Daily Business Resources credentials
3. Click on the Operations tab in the left column
4. Choose Tools, Technology and Resources
5. Select IGO E-App

Need additional help using the platform? Check out our IGO E-app training webinar HERE or email erin.bargmann@advisorsexcel.com to set up a training.

Submitting Allianz applications through FireLight

Familiar with using FireLight for your annuity business? Allianz life applications can be submitted via FireLight through the annuity section of AE Portal. Just select the Life product dropdown and submit from there.

Fast App

Still don’t see the carrier you need among those listed above? Try Fast App for your permanent business.

Fast App can reduce case timelines by reducing scheduling difficulties and ensuring applications are in good order when submitted to the carrier. For your permanent cases, think less paper for you to manage. Just complete a simple electronic ticket via the AE Portal, and we’ll take care of the rest.

What carriers are available for Fast App?
*Products and carriers will vary by state

• Allianz
• American General
• Brighthouse Financial
• Global Atlantic
• John Hancock
• Lincoln National
• Securian (formerly Minnesota Life)
• Nationwide
• North American
• Pacific Life
• Principal Life
• Protective
• Prudential
• Symetra
• Transamerica

Reach out to erin.bargmann@advisorsexcel.com today to schedule an on-boarding call and learn more about this paperless program.

Neither Advisors Excel nor AE Wealth Management provides tax advice. All clients should be encouraged to consult with a qualified professional regarding their individual circumstances. Information contained herein that is provided by third parties has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Advisors Excel. It is given for informational purposes only.

For financial professional use only. Not to be used with the general public or in a sales situation. 1141990