The forms tool allows Elevate advisors to download PDF forms (often fillable enabled). Elevate team members can customize their desired forms packets and download or print those packets.
Also known as our term life quoter, the LifePipe quote tool enables advisors and their staff to run multi-carrier quotes across 1000’s of carriers term life products. Elevate advisors may seamlessly port LifePipe quote data into iGO for easy e-Application completion.
Xrae enables Elevate advisors to create cases to obtain a more accurate representation of a client’s health/health class. Xrae can generate a multi carrier, multi-impairment-based (if needed) health class rating or range based on published and unpublished carrier underwriting guidelines.
The leading electronic App in the Industry, iGO ensures in good order applications for digital straight through processing efficiencies. Forms, LifePipe and iSolve are integrated to iGO for increased efficiency, reducing duplicate manual data entry and/or room for error.
Product Information
Product information around the Elevate Financial Partner suite offerings as well as carrier partnerships for contracted advisors use