New Delegate Access Now Available on Lincoln eSubmission Portal
Effective April 22, 2024, Lincoln is excited to expand delegate user capabilities to include data collection for life eTicket and MoneyGuard eApp submissions in the Lincoln eSubmission Portal on behalf of a Financial Professional. This expanded access allows a Financial Professional to permission a delegate to provide additional administrative support for a policy, so they can focus on other critical functions.
Who are delegate users, and what can they do?
A delegate user is a registered user of the Lincoln producer website who is given permission to view information on the pending website and/or perform New Business transactions on behalf of a Financial Professional. Delegate users can utilize the following New Business pending website functionalities:
NEW Lincoln eSubmission Portal: Input data for a Lincoln eTicket or MoneyGuard eApp submission
eNIGO: Leverage eSignature to electronically satisfy not-in-good-order form requirements
Two-way Communication: Satisfy outstanding questions and/or requirements online
Click-to-Chat: Chat online with a New Business Contact about your case
Send emails and/or upload files to New Business
Granting access for a delegate user
From the Lincoln producer website, delegate access can be granted as follows. Permissions can be set for “view only” or “perform transaction”.
Financial Professional can grant access to a new delegate
Financial Professional can update access for an existing delegate
Registered website user (back-office staff) can request delegate access from a Financial Professional
*Please be advised for MoneyGuard e-app capabilities:
Life eTicket and MoneyGuard eApp iPipeline Update Important information for Lincoln producer website users As previously communicated, with the launch of Lincoln’s new eSubmission Portal in February, all new Lincoln life eTicket and MoneyGuard eApp cases are now submitted through the new Lincoln portal. Important information for Lincoln producer website users After April 26, 2024, the Lincoln eSubmission Portal will be the only submission tool available for Life eTicket and MoneyGuard eApp submissions. Any case that is open in iPipeline must be submitted to Lincoln by April 26. After this time, any outstanding case must be restarted and submitted through the Lincoln eSubmission Portal. Note: For partners that have a direct account with iPipeline, there will be NO CHANGE in that experience.