In Case You Missed It – Recent Agent Portal Updates This Month

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• The new Agent Profile Widget allows you to easily view your contracted date, writing numbers and get quick access to your profile for updates and managing preferences

Note: Information shown in the profile widget is based on your role. Some details will not display for all users

• Additional business tools are now available in the Tools Menu with convenient access to a wide variety of resources in one place

These include:

• Client Intelligence – review client policy conditions and service interactions with NLG
• Cobrand Ondemand – order NLG materials that include your company brand
• Retirement Services – access sales tools and resource for the 403(b) and 457(b) markets
• Marketing Resources – National Life marketing kits for products and sales strategies
• Advanced Markets – resources and sales concepts for premium finance and qualified plans

• Need help understanding a tool? Use the Business Tools Tour at any time to get a quick summary or refresher on how each tool can help you and your business

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• Transaction History now clearly labels additional transaction types such as withdrawals, surrenders, benefit payments, charges, and returned payments
  • Any transaction that is reversed or returned will be distinguished in red and parenthesis
  • Don’t understand a Transaction Type? Use the Transaction Descriptions page to get quick definitions of each transaction type

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• The new Get Connected section of the homepage provides you with a gateway into how you can become more involved and engaged with NLG, whether it be through one of our NLG Communities or by following our social media channels

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We are always looking to enhance your portal experience. Feel free to send any feedback or enhancements you would like to see in the portal to agentweb@nationallife.com.