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.
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Access policy details, including the latest values, transactions, and statements.
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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.
