September 8, 2020
NOW Live: Easily View Commission-Impacting Events
A new Client Intelligence feature is available now!
With the latest enhancement to the Client Intelligence dashboard, you can easily view any interactions with your customers that have had an impact on your commissions. Look for the indicator in front of “Details;” there is also now a filter for “Commission Impact.” A sample of this new design is shown below.
To access the Client Intelligence dashboard and discover more reasons to reach out and engage with your clients, navigate to the Agent Portal by visiting Nationallife.com and selecting “log in” in the top right corner. Once logged in to the Portal, select “Client Intelligence” under “Business Tools.”
Need a Client Intelligence refresher?
