Update an Agent’s Case Manager
Overview
Within iService, you can control whether certain agents’ applications should skip the approval process and go right to the carrier, or whether certain agents’ approval emails should go to a specific email address other than the default set.
Access iGO Configuration
1. Log into iService.
2. Select iGO Profile from the settings drop down.
Update an Agent’s Case Manager
1. Click Submission Approval Maint. within iGO Configuration from the left menu.
2. Complete one of the following to:
Require Case Manager Approval
- Mark the box to the left of the Agent Login ID.
- Choose False from the Auto-Submit drop down.
- Assign a case manager using the blank fillable fields at the top of the page.
- Click Update Selected.
Allow Cases to go Directly to a Carrier
- Mark the box to the left of the Agent Login ID.
- Choose True from the Auto-Submit drop down.
- Click Update Selected.
Note: A blank space indicates that applications are going to the default approver.
3. When you are done making modifications to applicable agents, click Save Changes.
Hint: Application submissions by agents who are not assigned a case manager manually will be sent to the default admin. The default admin was set up at the time your iGO account was activated.
