Welcome to NL Edge Your Competitive Advantage

June 24, 2021

Check Out Our Latest Installment of the Digital Deep Dive

Easily access your client information on the Agent Mobile App!

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!

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

  • 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.

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

  • 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.

  • 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.