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 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.