October 31, 2023
Start Streamlining Your New Business Case Communication
Getting your New Business cases issued with ease and efficiency is our priority just as much as it is yours.
This month, we’ve enhanced our Case Communication efficiency by streamlining the process.
In the Agent App and Portal’s Case Communication section, you can now select from a list of different Categories based on your need or question. Categories assist us in routing your messages to the right team within National Life!
Categories are based on the status of your case. You’ll see relevant Category options only, eliminating a long list of unnecessary selections to sift through. Depending on the category you select, you may be prompted to choose a sub-category related to your case communication to more precisely tailor your request. Whether you have a comment or a question, you can confidently move on with your day knowing that your communication is being directed to the team that is best suited to meet your current needs.
This new feature is both intuitive and easy to use!
Here’s a look at Categories in action.
Step 1
Locate the case you need to send communication on. This image shows NLG’s Welcome Email message sent to you upon submitting new business.
Step 2
In this case, you’ll need to modify the Client’s bank account info. To streamline the communication, please select ‘Payment Details’ followed by ‘Payment Changes’ shown in the next image.
Step 3
You will then be prompted to type the changes needed and attach a document if necessary. Once sent, the information will be routed to the team best suited to meet your current need.
Do you have the National Life Agent App?
NLG AGENT APP: Your Business on the Go!
Can’t access these links on your smartphone? Search “NLG Agents” in your app store.
