Business is Easier With These Updated Agent Portal Features

Enhance and elevate your business and processes with these exciting new features and updates to the agent portal.

New Client Intelligence Events

View Client Intelligence activities via the web or mobile app so you always know when your clients need service or support.

Annuity TPA Information

TPA contact details are now shown on 403(b) Flow Annuity policies in the Portal and Mobile App.

Agent Portal Reports New Tools>Reports Menu

A new Reports page under the tools menu was added to help you access all the reporting tools in the Portal. Depending on your profile, you’ll have convenient access to Inforce, New Business, Compensation and Management reports.

Note: These reports are also still available under the relevant navigation menu in the portal.

Quick Commission History (New Commission History Tab)

We’ve added a Commission History Tab to the Policy Details view to make it easier to access the Commission History for a particular policy. The new feature will save you the step of searching for the policy and will return the same 2-years of history that you can also access via the existing Policy Commission History feature.

Note: Commission details are loaded on demand so the page may take a moment to populate information.

Easier Tracking of Scheduled Payments with the Commission Widget 

Updated Homepage Commission Widget

To make it even easier to track your scheduled payments, we’ve updated the Commission widget to include the scheduled pay date for Payable and Pending Commission. You can also click directly into Pending or Payable Commission details by clicking on the calendar card.

Recap of New Features and Enhancements:

Overview of New Client Intelligence Notifications (New Features)

• EFT Payment Failure
• Overdue Premium Payment on Term and Whole Life Policies (Note: UL/IUL alerts coming soon!)
• Pending Lapse Notification at 30 days and 10 days prior to lapse
• New Reports page under Tools menu lists all reporting features on the site
• TPA information is now listed in policy details for Inforce Annuity policies
• Commission History tab was added to Inforce policy details screen*

Updated Features 

• New Business requirement Order APS HO is now an NLG Home office activity
• Inforce Illustrations now support the Total Secure product
• Commission widget now shows as a calendar card view*
• UI updates for some Incentive programs*
• Enhancements and bug fixes for policy display conditions

*Feature availability is based on your agency agreement