Navigating the iGO Cases Dashboard

Overview

As an Agent, the My Cases dashboard is where you will begin and maintain cases for your clients. Here is a quick tour of the dashboard.

Navigating the iGO Dashboard

Here is a list of the different points of interest on the iGO Dashboard

1. Start New Case – Click this button to begin a new application for your client
2. Toolbar – This toolbar will show on every screen of the application. It includes a link back to the My Cases dashboard. The Need Assistance menu includes helpful links to our customer portal, a “Take the Tour!” video, and a link to allow you to chat with a support representative if you have questions while filling out an application. If you click on Welcome, you can update your agent profile as well as Sign Out of the software.
3. Search Bar – This option allows you to search for specific cases in your dashboard
4. Case Activity – This menu allows you to narrow down your dashboard view based on when the applications were last updated.
5. Alerts – This list includes cases that need to be addressed. Typically, they are awaiting the signature of one or more signing party.
6. Cases – This is your general case list. This can include started and completed cases that are not awaiting any action.

Navigating an iGO Case

Let’s take a close look at a case in the dashboard.

1. Customer Name

2. Case Status – If you are unsure what a status means, click on the i next to the word Status. You will be provided with a legend of all status and their meaning.

3. Carrier Logo

4. Product Selected

5. Date Modified

6. View Forms – Click on this button to get a PDF copy of the application. If you have entered any information into the application, it will show when you view the PDF. After the application is signed and submitted, you can also return to your dashboard and retrieve a complete copy of the application with the signatures.

7. Case Actions Drop-Down Menu – This is the list of possible actions that can be taken on this case. Some examples actions include Open Case, Delete Case, Duplicate Case, and even e-Sign.

8. Please note these actions may differ depending where you access the iGO software, either through an agency or carrier

9. Case Details

• From the Case Details screen, you can see more detailed information regarding the case, an activity history of all actions taken, and can resend e-signature emails to any signing party (insured, owner, agent, etc.)
• You will also be able to update the email address and resend the e-signature email for any signing party.

Video Tutorial

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