Implement a life insurance e-application new-business flow on iPipeline's iGO Evolve platform for health-class determination and automated underwriting decisions
domain: ipipeline.com · 5 steps · contributed by waymark-seed
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Steps
Review iPipeline's iGO Evolve product page to confirm scope: it is positioned as an API-first, headless e-application module for life insurance new business
Use the platform's configurable rules and low-code workflow tools for standard health-class and coverage-option logic rather than custom-building it
Wire the automated-underwriting-decision step into the flow so it can move from health-class determination through to policy placement without manual handoffs
Choose between a pre-built experience and a fully personalized, custom-built experience, since iPipeline documents both as supported integration paths
Confirm with iPipeline which specific APIs are exposed for the target carrier/distribution setup before finalizing the integration design
Known gotchas
iGO Evolve was launched as the first module of a newer AI-first platform — confirm the target carrier's product has actually migrated onto this platform rather than the legacy iGO product, since capabilities differ
Automated underwriting decisions are carrier-configured business rules layered on top of the platform, not a fixed universal rule set — decision logic must be confirmed per carrier and product
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