Electronic Group Information Form

Capturing new group information just got easier with the launch of the electronic group information form (eGIF) and checklist.

The Salesforce web-based eGIF is customizable to each group, ensuring that all information is captured accurately. The new process allows for better communication between sales representatives, groups and agents, a faster turnaround time for onboarding a new group, and a more intuitive experience for the end users.

The eGIF replaces the paper version of these documents that were previously sent via email to agents, brokers and new group contacts. If you have questions on this new tool, please reach out to your sales representative.

How-to guide


How-to video: