Now Live! Agent Portal Enhancements, including BRAND-NEW Client Intelligence Alerts

We are committed to bringing you the tools and technology to help you better understand your clients’ needs and uncover new opportunities for sales and service. After considering the valuable feedback you’ve shared with us – and identifying other beneficial opportunities for serving you information – these improvements were implemented on the Agent Portal:

Newly Added SMS Text Alerts

Sign up for these new SMS Text Alerts on the Agent Portal’s new Notification Center. Click on the “Notifications” link at the top of the Portal and you’ll find these alerts under “Customer Service Alerts.”

• Updated the “Flow Premium was Interrupted” alert from 180 days to 30 days, getting you this information sooner
• Added a “Flow Premium has been Reduced” alert
• ESI reps: remember that only your approved CellTrust text number may be used to sign up for text notifications

Agent Portal Enhancements

Based on popular demand from you, we’re excited to bring you these key updates to the Agent Portal:

• Enhanced Transfer/Exchange/Rollover Report by adding these new data fields:
  • Total # of transfers
  • Total $ amount expected
  • Anticipated annual premium
• Added Planned vs. Required Premium on Whole Life inforce policy pages
• Added LSW Indexed annuity rates and caps on inforce policy pages

NEW Client Intelligence Alerts

Make sure to keep an eye for these new alerts on your Client Intelligence dashboard, available now. Client Intelligence can be found on the Agent Portal under “Business Tools.”

• Annuity Stop Flow
• Customer activated their GLIR rider
• Customer updated their beneficiary
• Reduced recurring payment for life policies
• Client goes off monthly EFT in year 1

Automated Life Disbursement Emails to Customers
Did you know? When your customer submits a life disbursement request, we automatically send them status emails so they know where their request stands and when it will be processed.