November 29, 2023
Make the Most Out of Case Communication Categories
Messages within National Life can now be routed better using these categories.
Last month we introduced Categories within Case Communication. These categories have been added to help guide your inquiries and improve how messages are routed within National Life. Only relevant categories will appear based on the status of your policy, making it quick and easy to do business and continue the processing of your case.
As this is still new, let’s go over some basic information and best practices to ensure that you are optimizing case communication categories to their fullest. Click here to access our best practices.