2 Steps to a Speedy Application Process

February 1, 2023

A smooth application process for you and your clients is always our goal. But an incomplete application marked NIGO, or not in good order, can lead to delays as we try to gather the necessary information.

Follow two key steps to avoid delays in delivering a completed contract to a client.

  1. Complete section 1 - Purchase Type
    When applications don’t specify a type of contract, we’re required to go back to the client for that information.
  2. Include the correct tax-withholding forms for each state.

Our operations team is working on a checklist to help ensure that each application comes to us IGO, or in good order.

Have Questions?

Contact our service specialists at 800.247.6888 or send us a message.

 

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