August 29, 2022
Business is Easier with These Agent Portal Enhancements
Improved visibility to client correspondence and enhanced tools to locate Inforce policy opportunities.
View Inforce Client Correspondence on the Policy Documents Tab
Improved visibility to client correspondence
What’s new?
View Policy Correspondence right from the Documents tab within the Inforce Client’s policy page.
1) Locate a Client’s Policy
2) Access the Documents tab
3) View, filter or export correspondence
Pro Tip:
Select Multiple Correspondence Items and Click “Merge all PDF” to download all selections in one PDF document
New Filter Options on the Inforce Book of Business
Enhanced tools to locate Inforce policy opportunities
What’s new?
• Filter your book of business to locate clients based on Birthdate
• Easily search Term policies based on Term Conversion Eligibility End Date or End of Level Period
• Search Inactive policies based on specific conditions
Note: Anticipated Annual Premium is now included in the Excel download
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