January 31, 2023
Conduct Better Business with Client Intelligence!
Featuring over 135 different notifications across 8 broad categories to provide timely visibility and assist you on the go
Access Client Intelligence via the Agent Portal and Mobile App to plug into key insights to help drive your client connection, prompt sales opportunities, and review your clients’ servicing needs! The feature includes 140 different notifications across 8 broad categories to provide timely visibility to policy conditions or client activities that may warrant a touchpoint. These events include notification of the client’s self-service activities online and their service interactions with our contact center in addition to other conditions such as lapse, surrender, returned payments or simple things like client birthdays. Tap into this amazing tool today!
SMS Text Alerts
Sign up for SMS Text Alerts that signal things like…
- “Application has been received”
- “Policy has been Issued”
- “eDelivery assigned to Client”
- “Flow Premium was Interrupted”
- “30 days before UL/IUL policy enters pending lapse”
How to Subscribe
Click on “Notification Preferences” in the MyAccount menu at the top of the Agent Portal or Mobile App to subscribe to New Business, Customer Service and Client Intelligence notifications.
Note to ESI reps: Your approved CellTrust text number may be used to sign up for text notifications.
Client Intelligence Notifications
Keep an eye on your Client Intelligence dashboard, for updates like…
- Loan and Withdrawal Requests
- Customer activated their GLIR rider
- Customer updated their beneficiary
- Surrender Inquiries
- Payment and EFT Changes including removal and returns
- Client Birthday Notifications (7 days prior)
We are committed to equipping you with digital tools that create transparency and provide you relevant and timely information to better understand your clients’ needs and uncover new opportunities to engage for sales and service.
How to Access Client Intelligence
View the Inforce Client Intelligence widget on the Agent Portal Homepage and click View Client Intelligence to access the full dashboard. Client Intelligence is also available on the Mobile App!
Never miss a beat, by staying ALERT!
If you are not optimizing your routine with these sources of time-sensitive information, start today!
