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.
| PROCEDURAL CHANGES | GUIDES |
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 |
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 |
Online PHI |
Private and convenient online interview that can be completed on any device |
Offers clients a new choice on how they provide their personal health interview information |
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 |