May 6, 2024
Did You Know: Transfer Details
With over 40 different tabs for ceding carrier information, you can process your business faster and omit errors.
The agent portal houses over 40 different ceding carrier information tabs to help you process your business faster and omit processing errors. Visit the Transfer Company Page under the Transfer Report to get contact information and carrier paperwork requirements for their different product types and business.
Transfer Details in New Business
Streamlined access for New Business Transfer Details.
Transfer Details are now shown at the top of the New Business policy details page.
Expand the view to see comprehensive transfer details including comments, funds expected/received, and status for each transfer.
Note: Transfer information is still available on the Transfer Report
Transfer Details in the Mobile App and Portal:
Easily access all your pending transfers on the go
On the Transfer Report see:
-Status of all transfers in process
-Chart to show all pending transfers by Carrier of Origin
Tap Into a Policy to see:
-Transfer Comments and updates under the Status Tab
-Product and Transfer Information under the Details Tab
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.
