December 27, 2023
How to Maximize Case Communication Categories
We recently introduced Categories within Case Communication.
In addition to guiding your inquiries, these categories have been added to improve the routing of messages within National Life. Depending on the status of your policy, relevant categories will be displayed. This will make it quick and easy to do business and continue your case processing.
Let’s review some basic information and best practices to ensure that you are optimizing case communication categories to the fullest extent possible. Click here to access our best practices.
This new feature is both intuitive and easy to use!
Here’s a look at Categories in action.
Step 1
Locate the case you need to send communication on. This image shows NLG’s Welcome Email message sent to you upon submitting new business.
Step 2
In this case, you’ll need to modify the Client’s bank account info. To streamline the communication, please select ‘Payment Details’ followed by ‘Payment Changes’ shown in the next image.
Step 3
You will then be prompted to type the changes needed and attach a document if necessary. Once sent, the information will be routed to the team best suited to meet your current need.
Do you have the National Life Agent App?
NLG AGENT APP: Your Business on the Go!
Can’t access these links on your smartphone? Search “NLG Agents” in your app store.
