Agility partner Cigna has urgent news for supplemental insurance agents. Cigna now has a simple way to track customer application status on CignaForBrokers.
Cigna is starting to share its new Application Status Tracker for applications submitted via Express App. This feature includes faster status updates and clear notifications when a policy needs attention during application.
To get started:
- Log on to CignaForBrokers.
2. After logging into the portal, click on the “Book of Business” link on the left-hand sidebar.
3. When you reach your Book of Business, click “Policy Status” for any new policy, which will take you to the Policy Details page.
Highlights of the Application Status Tracker
Checking application status is easy. Once you’ve clicked through to the Policy Details page, the following will now show for any new pending policy:
Status tracker bar – displays at the top of the page in the image above. The status sections show when the application is:
- Submitted – has been received from Express App
- Pending Review – in the review queue
- In Review – actively being reviewed
- Approved – good to go!
What do the colors mean? Each status section has color coding to indicate the following:
- Green – Passed (status-completed)
- Yellow – In progress
- Gray – Not completed
Alerts
- Red notification in your Book of Business: any new policy requiring attention.
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- The policies on the “Policy Details” page typically show In Review/yellow in the status tracker bar (as seen in the image above).
On the Policy Details page, the alerts:
- Are below the Policy Information,
- Show a red notification in the bell icon with the number of new alerts for the policy.
- Display the subject for anything requiring attention or holding up application processing and “Notes” with details about the issue.
- The blue “Document Upload” button at the bottom right of this page allows you to load digital documents easily.
Approved status – Once a policy is approved:
- The entire status tracker bar will be green.
- The Alerts section will disappear.
- Client Correspondence and Payment Information sections will appear for ongoing administration.
Check out the following training aids
On-demand demonstration video – Watch time: 7:40
Click on the link to watch a tracker demonstration at your convenience. This brief video guides you through several policy status scenarios.
How to submit CSB product applications on the Express App
Thursday, April 24, from 9-10 a.m. CT / 10-11 a.m. ET
Click on the date and time links to register.
Exploring CignaForBrokers and Producers’ University
Tuesday, May 6, from 9 -10 a.m. CT / 10-11 a.m. ET
Thursday, May 22, from 3-4 p.m. CT / 4-5 p.m. ET
Click on the date and time links to register.
Agility and Cigna hope this information about the Application Status Tracker helps you manage your business with Cigna! If you have any questions about the Tracker, agents can contact the Cigna Agent Resource Center (ARC) at 877-454-0923 from 8 a.m. to 5:30 p.m. CT, Monday through Friday. A Spanish line is also available when you call if an agent needs it.
If you’re not selling Cigna Supplemental products already and want to take advantage of this fantastic selling tool, contract with Cigna Supplemental now on the Agility Supplemental Contracting webpage. Chris Gaston, Agility’s Ancillary and Supplemental Products expert, will work with you to maximize your revenue opportunity by selling Cigna Supplemental products.
For this free brainstorming session, contact Chris at (817) 291-9898 or email [email protected]. Chris can add you to our free weekly email list for tips and vital information!
