NLG Agents 9.0.0

National Life Group ❘ Freeware ❘
iOS
av 32 röster

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9.0.0 Säkert att installera

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

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

Additional Features Include:

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

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

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Besläktad

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Senaste versionen
9.0.0

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