NLG Agents 9.0.0

Save time and efficiently manage your business operations from any location, whether you're at home or traveling.

• Home Screen Access:
  • View your active cases and policies instantly.
  • Monitor commissions and incentives, where applicable.
• Client Intelligence Feature:
  • Review your clients' recent policy actions.
  • Check policy anniversaries and notable events for personalized client interactions.
  • Bookmark important events for future follow-up.
• Client Information Capability:
  • Retrieve detailed policy information, such as current values, transactions, and statements.
  • Access GLIR and Interest Crediting tools similar to those available on the Client Mobile App.
• New Business Management:
  • Track new business progress from application to delivery using intuitive trackers.
  • Utilize eDelivery integration to stay informed about policy delivery timelines and potential issues.
  • Order or download a Policy Promise seamlessly.
• Quick Quote Functionality:
  • Create insurance quotes instantly by entering basic client details.
  • Save and modify quotes at any time using Illustrations on the Agent Portal.

Additional Features Include:

• Track commissions through a commission calendar.
• Monitor progress towards incentive programs if applicable.
• Manage notifications, including text alerts for real-time updates on business developments.
• Access NL Edge for crucial business insights, product updates, and company announcements.

National Life Group operates under the trade name of National Life Insurance Company based in Montpelier, VT, and its affiliated companies.

Attention Equity Services, Inc. (ESI) representatives: Please note that only approved ESI email accounts and contact numbers are authorized for business purposes.

Note: TC119920(0321)P