Check Out Our Latest Installment of the Digital Deep Dive

Did you know the all-new agent mobile app provides a quick and easy way to view all of your clients? The all-new Client Information section puts your entire book of business in your pocket.

• Access policy details, including the latest values, transactions, and statements.
• See the same GLIR and Interest Crediting tools available to your clients on the Client Mobile App, if applicable.

Download the app today – and follow these steps from the palm of your hand!

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[bs_citem title=”Step 1: Select Client Information” id=”citem_10bb-28a2″ parent=”collapse_276a-7ec8″]

• Tap menu button to open the main menu
• Select “Client Information”

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[bs_citem title=”Step 2: View Your Client List” id=”citem_6346-4938″ parent=”collapse_276a-7ec8″]

• See a complete and consolidated list of your clients, sorted alphabetically.
• Glance at the number next to their name to see how many policies are associated with each client.

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[bs_citem title=”Step 3: Apply Filters” id=”citem_fe22-4334″ parent=”collapse_276a-7ec8″]

• Tap “Filter” to search for a specific client, client type or even birth date.

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[bs_citem title=”Step 4: View Details” id=”citem_c62f-9259″ parent=”collapse_276a-7ec8″]

• Tap on any client to get their details, including birthdate, how long they have been associated with National Life and contact information.
• Tap “Activities” to jump directly to their Client Intelligence activity.
• View a complete list of their policies – whether they are the owner, insured, annuitant or any combination.

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[bs_citem title=”Step 5: View Policy Information, Documents, Projections and More” id=”citem_839b-ad07″ parent=”collapse_276a-7ec8″]

• Tap on a policy to access a wealth of policy values and information.
• View their latest values, payment details, loan information and more.
• View documents including statements – providing you with the ability to reference statements and answer questions ANYWHERE.
• For policies with GLIR, view simple projections.
• For Indexed Products, get rich allocation and Interest Credit details.

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