Work from Home with Lincoln

The COVID-19 virus has interrupted the way we work and impacted the economy. However, we remain focused on serving our customers and advisors. It's times exactly like this when our mission to provide Americans with solutions that offer protection and security are most needed.


This page can be a resource for updates on our vendors and partners and to see what electronic capabilities we already have in place, like electronic applications, pending case tools and more.


To help you navigate the rapidly changing environment, refer to the following documents:

And to help you continue to do business with Lincoln in the most efficient and effective matter, we would like to emphasize the electronic capabilities we have available.

insurance icon Life Insurance e-Capabilities

Spectra Online Quick Quote Tool

24/7 online access to generate real-time quick quotes

Increased accuracy based on Lincoln’s Underwriting Rule Book with over 220 impairments available for a range of quotes

Electronic Application Submission

LincXpress Ticket Drop: Electronic or Paper Ticket

Available for all ages and face amounts with UL, SUL, IUL, SIUL, VUL, SVUL and Lincoln LifeElements® Level Term cases

Streamlined process reduces NIGOs and touchpoints with client during pending process

Online Scheduling Tool – Link is emailed to client immediately following ticket submission and enables clients to schedule or reschedule their Tele-App interview and set up text message reminders

Automated Underwriting – Straight-through underwriting for single-life policies. Available with ticket submissions for ages 18-60, face amounts $1 million or less

Lab-Free Consideration – No labs or exam for qualifying clients with consideration for all preferred plus, all preferred and most standard rate classes. Available with ticket submissions for ages 18-60, face amounts $1 million or less

eApp Online Application

Fully electronic traditional application is available for UL, SUL, IUL and Lincoln LifeElements Level Term cases

Accessible through iPipeline or your Lincoln producer website—at no cost

Lincoln TermAccel®

Offer clients a fully electronic process from submission to policy delivery with lab-free consideration for all preferred plus, all preferred and most standard rate classes.

Pending Case Tools

Online Case Status and Communications

24/7 online access to up-to-date case status from your Lincoln Producer website

Ability to provide requested information back to Lincoln on pending cases

Chat online with a New Business Associate with administration questions on a specific case

eNIGO

Leverages eSignature technology to eliminate the need for wet signatures to update forms after application submission

Quicker turnaround times, reduced cycle times and fewer in-person client touchpoints

ePolicy Delivery

Same day delivery of issued policies—at no cost

Convenient eSignature capability to eliminate in-person touchpoints, paperwork and postage

umbrella icon Lincoln MoneyGuard® Solutions e-Capabilities

eApp Online Application Submission

Fully electronic traditional application is available for the Lincoln MoneyGuard® III application Part I and point-of-sale forms

Accessible through iPipeline or your Lincoln producer website—at no cost

Online PHI Interview Scheduling

PHI scheduling link is emailed to client following New Business review and determination of an in-good-order application

Offers ability for clients to schedule or reschedule their PHI and set up text message reminders

Pending Case Tools

Online Case Status and Communications

24/7 online access to up-to-date case status from your Lincoln Producer website

Ability to provide requested information back to Lincoln on pending cases

eNIGO

Leverages eSignature technology to eliminate the need for wet signatures to update forms after application submission

Quicker turnaround times, reduced cycle times and fewer in-person client touchpoints

ePolicy Delivery

Same day delivery of issued policies—at no cost

Convenient eSignature capability to eliminate in-person touchpoints, paperwork and postage

An electronic copy of the policy is available for download for your records

Please contact your dedicated Underwriting & New Business team with any questions.