Lincoln’s Underwriting & New Business team is committed to continuous improvement of our pending case processes, based on feedback from our Partners. This quarter, we’re pleased to make the following enhancements for your life insurance cases, including Lincoln MoneyGuard® Solutions:
1/25: New eNIGO Signing Order
2/16:
- Firm Communication Preferences
- Pending Website Field Response for Underwriting Decision
- Follow-up Email Formatting
eNIGO Signing Order
Beginning January 25, 2021, our eNIGO signer workflow process will begin with the agent first. This update will enable the writing agent to review and pre-fill any missing information on the form before it goes to the client for review. The client will have the ability to edit any client information entered by the agent prior to signing. This process update will improve the overall agent and client experience and increase in-good-order document submissions.
The eNIGO process can be initiated directly from the Lincoln producer pending website, or through the link included in the case status email notification. Once all forms are signed, the agent will receive a confirmation email which will include a link to view and download the completed documents. This process helps to reduce in-person client touchpoints after application submission and results in quicker turnaround times and reduced exception requests. For additional information, please review the following resources: