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Transamerica Life Access

Manage your business more efficiently with Transamerica Life AccessSM.  Simply log on directly using the single sign-on experience on Transamerica’s Agent Home page to help save time and track your policies.

Work smarter

Use Life Access to manage your business more efficiently, save time, and track your policies.


Read more about the convenience of using Transamerica Life Access.

Life Access video

See how Transamerica Life Access can help you manage your business.

Transamerica Life Illustrator

Our Life Illustrator tool is available for all life insurance products and riders, making selling more efficient than ever. Life Illustrator provides sleek, easy-to- understand reports that are highly customizable so you can tailor fit any illustration or quote to your clients' needs. 

Face Amount Solve

  • 35 year old male, Preferred Elite with $500 a month premium through age 65
  • Increasing death benefit till age 65
  • This will not show illustrations for income

Premium Solve

  • 35 year old male, Preferred Elite with $500,000 Face amount
  • Increasing death benefit till age 65
  • This will not show illustrations for income

Desired Face Amount and Premium Solve

  • 35 year old female, Preferred Elite
  • 500,000 face amount with a $500 a month budget
  • Explanation of the Personal Accumulation Strategy
  • Split Index options 50/50
  • This will not show illustration for income

iGO e-App toolkit

The iPipeline® iGO electronic application simplifies the application process and maximizes your efficiency. 

Getting started

iGO e-App is compatible with most mobile devices. Access iGO on Agent Home.

Available on iGO

Transamerica Financial Foundation IUL®, Trendsetter® Super Series, Trendsetter® LB, Final Expense Solutions Portfolio, and Transamerica LifetimeSM

Training videos

Watch these videos to navigate to the Term and IUL e-app and Final Expense e-App.

  • Final Expense New Business Notifications Updates
  • Old Way
  • New Way

Type of Notifications

Format and Signing Process

Email Addresses of Sender


All new business notifications

Agent receives email with PDF of outstanding new business form. Agent wet signs and obtains wet signature from client, when necessary. Agent returns to Transamerica via mail, fax, or portal upload. 

Finalexpensenewbus (

Every two weeks until application expires

Most Popular New Business Forms: 
- Agent Report
- Consent to do Business Electronically
- eTerms and Conditions
- HIPAA Authorization (excluding NY)
- Payment Authorization
- Replacement Form

Clients and agents receive email from DocuSign to review and e-sign documents. Only the above mentioned forms will be eligible for DocuSign signature, other forms will still require wet signature. All e-signed forms will automatically be delivered to Transamerica via DocuSign platform.

NB Edelivery via DocuSign (

Can be initiated once. First email triggered with a reminder email to agent/client on Day 7 if there are outstanding signatures. Docusign links expire after 14 days. 

eDelivery using DocuSign

eDelivery uses DocuSign on the DocFast® platform, making doing business easier for you and your clients. 


Life insurance issued by Transamerica Life Insurance Company, Cedar Rapids, IA. Not all products available in all­ jurisdictions.

Not available in MT, NC, GU, FL, LA, MD, NM, WA, PR, DC, IL, MS, OR, UT, VA, NY, or CA.