Run a disability case from the intro call to a signed application
Dingo gives independent agents one place to quote and compare carriers, send a drop ticket, and collect the e signature. The finished application reaches your BGA ready to submit. The paper shuffle is gone.
No install. Runs in your browser. Sign in and start a case.
- 1 workflow
- From intro call to application
- 3 distinct phases
- Discover, Compare, and Submit Applications
- E-signature
- Built into the drop-ticket sequence, no printing
- HIPAA compliant
- AWS backbone protects client data
Three steps you already run, in one tool
Dingo follows the way you actually write a case. Discover the need, compare the options, and submit the application.
Discover
Capture the client's profile, employment, income, and expenses in a guided evaluation. The numbers you need are in one place, not scattered across notes.
Compare
Put carrier illustrations side by side with matching riders. You see the real difference between options and can explain your recommendation in plain terms.
Submit
Send a drop ticket the client completes and signs online. The finished application lands with your BGA ready to submit. No printing, no faxing, no rekeying.
From a first conversation to a submitted application
- 1
Start a case
Open a new evaluation and walk the client through discovery. Income, expenses, and the gap a disability would leave are calculated as you go.
- 2
Compare and recommend
Line up carrier illustrations, pick the fit, and show the client why. The comparison is clear enough to hand to them.
- 3
Send the application
Fire off a drop ticket. The client completes and signs it online, and the signed application goes to your BGA to submit. You can see exactly where it stands the whole way.
The parts of the job that used to slow you down
Comparison, signatures, and compliance are handled inside the same workspace, so a case keeps moving.
Drop ticket with e signature
The application goes to the client with the signature built in. They finish it on their own time and it comes back ready to submit.
Illustration comparison
Upload illustrations and Dingo lines up benefit amounts, riders, and cost so the comparison is apples to apples.
Built for sensitive data
The database is encrypted at rest with a customer managed key and every connection uses TLS. Dingo runs on HIPAA eligible AWS under a business associate agreement.
Works for a team
Brokerages and FMOs can bring their agents into one shared workflow, with their own branding on what the client sees.
What agents ask before they start
What is Dingo?
Dingo is a web app for independent disability insurance agents. You run a client case from the first discovery conversation through a signed application in one place, so nothing lives in a spreadsheet or an inbox.
Who uses Dingo?
Independent agents who write individual disability income coverage, and the brokerages and FMOs that support them. If you quote DI, compare carriers, and send applications, Dingo is built for your day.
What does a case look like start to finish?
You capture the client profile, income, and expenses in a guided evaluation, compare carrier illustrations side by side, send a drop ticket for the client to complete, and collect the e signature. The finished application goes to your BGA to submit. Each case shows exactly which phase it is in.
Does Dingo handle e signature and carrier submission?
The drop ticket carries an embedded e signature, so the client signs without printing anything. Submission itself stays with your BGA, who keeps control of the carrier relationship. Dingo gets the application to them complete and signed.
How is client health information protected?
Dingo runs on HIPAA eligible AWS services under a signed business associate agreement. The database is encrypted at rest with a customer managed key, every connection uses TLS, and every read of protected data is authorized on the server.
How do I get started?
Create an account and you are in the workspace. There is nothing to install and no server to run. If you would rather see it first, book a demo and we will walk your team through a live case.
Run your next case in Dingo
Create an account and start a case in a few minutes. No install, no setup call required.