April 26, 2022
Never Miss a Beat! Subscribe to SMS Alerts and Client Intelligence Updates
If you are not optimizing your routine with these sources of time-sensitive information, start today!
We are committed to equipping you with digital tools that create transparency and provide you relevant and timely information to better understand your clients’ needs and uncover new opportunities to engage for sales and service.
SMS Text Alerts
Sign up for SMS Text Alerts that signal things like…
- “Application has been received”
- “Policy has been Issued”
- “eDelivery assigned to Client”
- “Flow Premium was Interrupted”
- “30 days before UL/IUL policy enters pending lapse”
How to Subscribe
Click on “Notification Preferences” in the MyAccount menu at the top of the Agent Portal or Mobile App to subscribe to New Business, Customer Service and Client Intelligence notifications.
Note to ESI reps: Your approved CellTrust text number may be used to sign up for text notifications.
Client Intelligence Notifications
Keep an eye on your Client Intelligence dashboard, for updates like…
- Loan and Withdrawal Requests
- Surrender Inquiries
- Customer activated their GLIR rider
- Customer updated their beneficiary
- Payment and EFT Changes including removal and returns
- Client Birthday Notifications (7 days prior)
How to Access Client Intelligence
View the Inforce Client Intelligence widget on the Agent Portal Homepage and click View Client Intelligence to access the full dashboard. Client Intelligence is also available on the Mobile App!
Never miss a beat, by staying ALERT!
