mvelletri@ipipeline.com

The following instructional videos cover the annuity order process for BGAs: Part 1 covers the Order Entry process up to submitting the order for approval: Part 2 covers the Supervisory Review process after the order is submitted by the agent: Part 3 covers the Signature Process after orders are approved. […]

Introduction Distributors and Carriers in the industry need to tag and map each field on each form for an application packet, resulting in hundreds of tags. In addition, they must duplicate that effort across multiple order entry platforms. Tagging and managing forms can be time consuming and require an understanding […]