Plan Participant Portability

Get 1000's of IGO contracts delivered to your team

Utilize our white-labeled solutions or APIs to power a single-sitting web application to transition plan participants to your product administration system

Plan Participant Portability

Get 1000's of IGO contracts delivered to your team

Utilize our white-labeled solutions or APIs to power a single-sitting web application to transition plan participants to your product administration system

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Plan Participant Portability

A seamless user experience

The following support tools are available to implement the income product transition:

  • Customize pURL Generation
  • Real-time Illustration
  • White-labeled Web Application
  • API Data Access
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Retirement Portability

Capture all the information needed to turn on lifetime income when a plan participant retires
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Hands Off

Insurers only need to approve In-Good-Order contracts, anything not IGO will be troubleshooted by Micruity
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Secure Portability

Enable plan participants to easily keep their products if the plan sponsor removes the product from their plan
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How It Works

Retirements

1. Plan participants in the retirement election window will receive a personalized URL to access the app

2. The URL directs them to a personalized web application for turning on their lifetime income

3. Additional information is inputted and validated within the single-sitting web app

By utilizing 3rd party service to do biometric recognition, banking validation, e-signature, and digital notary, an IGO contract can be created in a single sitting.

4. IGO contracts are sent over to the life insurer for the thumbs up

5. The recordkeeper is given the green light to release funds

Get Started →