How to Use GI Pipeline

1. Tap + Add Client to enter a new prospect
2. Select the starting stage (usually Stage 1)
3. Tap the client name to open their full checklist
4. Check off tasks as you complete them — saves instantly to cloud
5. Tap Advance Stage when ready to move forward
6. All team members see the same live data

Life & Annuity — 8 Stages

1. Quote Requested — fact-finder, illustrations, proposal
2. Quote Presented — review, objections, verbal yes
3. Application Sent — DocuSign/paper, paramed if needed
4. App Received — completeness review, prep submission
5. Submitted to Carrier — confirm case number
6. Underwriting — weekly status, cement-sale marketing
7. Approved / Delivery — call client, schedule delivery
8. Issued & Paid — signature, payment, welcome, referral

Medicare — 6 Stages

1. Medicare 101 — education, SOA, enrollment window
2. Enrolling A/B — SSA.gov, document effective date
3. Card Received — schedule plan selection within 7 days
4. Plan Selection — Connecture/Sunfire, complete app
5. App Submitted — confirm carrier receipt + effective date
6. Enrollment Confirmed — welcome packet, AEP reminder