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Easy-to-use online quoting engine for Term and Guaranteed UL products.  It features an online Needs Analysis tool to help determine the appropriate amount of coverage along with a field underwriting tool that generates multi-carrier underwriting results instantly.  It also allows for a seamless transition to the iGo E-Application and Drop Ticket process.

iGO E-App

AN INTELLIGENT FILLABLE FORM AND DATA GATHERING SOLUTION

 

iGO, an intelligent fillable form, allows users to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions.  When used with e-Signature and e-Submission, iGO users can achieve straight-through processing and speed up the sales cycle.

Features:

  • Print/wet sign or e-sign/e-submit

  • Indicates to producers those fields required for applications to be received “in good order”

  • Smart, “reflexive” tool recognizes and auto-loads all required forms based on applicant responses

  • The required forms are completed using an easy-to-follow wizard

Online Quotes

Easy-to-use online quoting engine for Term and Guaranteed UL products.  It features an online Needs Analysis tool to help determine the appropriate amount of coverage along with a field underwriting tool that generates multi-carrier underwriting results instantly.  It also allows for a seamless transition to the iGo E-Application and Drop Ticket process.

iGO E-App

AN INTELLIGENT FILLABLE FORM AND DATA GATHERING SOLUTION

 

iGO, an intelligent fillable form, allows users to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions.  When used with e-Signature and e-Submission, iGO users can achieve straight-through processing and speed up the sales cycle.

Features:

  • Print/wet sign or e-sign/e-submit

  • Indicates to producers those fields required for applications to be received “in good order”

  • Smart, “reflexive” tool recognizes and auto-loads all required forms based on applicant responses

  • The required forms are completed using an easy-to-follow wizard

Benefits:

  • Eliminates NiGO (Not in Good Order) applications for 100% iGO (in Good Order applications)

  • Simplified and accelerated processing

  • Reduces cycle time and increases placement ratio

  • Standardized, rule-based platform ensures that the proper applications and forms are used

This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

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Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 26 W. Dry Creek Circle, Ste. 800, Littleton, CO 80130

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

Form CRS: https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf

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Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

©2024 BY RUSHING FINANCIAL GROUP.

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