One workspace for the whole case
Dingo handles every step of a disability case in one place, so a client does not fall out of your pipeline between a quote and a signature.
Understand the client before you quote
A guided evaluation walks through profile, employment, income, and expenses. Dingo does the math on the income a disability would put at risk, so the recommendation rests on real numbers.
- Profile, employment, income, and expenses captured in order
- Income gap and runway calculated as you enter data
- Everything saved to the case, ready for the next phase
Line up carriers that actually match
Upload illustrations and Dingo aligns benefit amounts, riders, and cost. Instead of squinting across PDFs, you get a comparison you can talk through with the client.
- Benefit, rider, and cost lined up side by side
- A view clean enough to share with the client
- The chosen option attached to the case
Send a drop ticket the client signs online
Pick the form, send it, and the client completes and signs it in their browser. The e signature is part of the ticket, so nothing gets printed or scanned. You can see where it stands at any point.
- Embedded e signature, no printing or faxing
- Client completes it on their own time
- Status visible on the case the whole way
Hand off a complete application
Once the application is signed, it goes to your BGA to submit. They keep control of the carrier relationship, which is where it belongs, and Dingo makes sure what reaches them is complete.
- The signed application reaches your BGA ready to submit
- The case advances to its final phase automatically
- One record from the first quote to the handoff
See it on a real case
Start free and run your next disability case in Dingo, or book a demo and we will walk your team through it live.