April 16, 2020
NOW LIVE: Introducing the Client Intelligence Tool
Giving you reasons to reach out and stay engaged with clients during these turbulent times. Available now on the Agent Portal.
Looking for a reason to reach out to your clients during these uncertain times? Now, especially in this current climate, it’s critical to stay engaged with clients. Starting today, you’ll be able to uncover new and relevant reasons to reach out, in nearly real-time, with our brand new Client Intelligence Tool. National Life remains committed to being innovative with digital tools and resources to save you time and make your job easier.
Two Actions You Can Take Now
- Access Client Intelligence: 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.”
- We recommend checking Client Intelligence daily to see what your clients are doing and to get timely information about their policy. Pairs nicely with your morning coffee.
- Subscribe to receive a daily or weekly summary by email or text!*
- To subscribe, click on “Notifications” at the top of the agent portal or on “Manage Notifications” in Client Intelligence.
- From there, you will be able to select how you want to be notified and for which topics you’d like to be notified. Find step-by-step instructions here.
Using Client Intelligence
There are countless ways for translating the alerts you see in Client Intelligence into opportunities for outreach and new sales. Here are a few suggestions:
| Client Intelligence Notification | Outreach Opportunity |
| Client wants to surrender policy | Reach out and help to conserve their policy. Reference our Client Engagement eKit for timely outreach information in the wake of COVID-19. |
| Client has requested loan or withdrawal | Another timely alert in our current environment – reach out to client and consult. Find useful information in our Client Engagement eKit. |
| Client changed address | This could indicate new home and, potentially, a need for more coverage. |
| Client’s term conversion window is ending | Talk to your client about converting their term product into permanent protection. Reference our Term Conversion eKit for tips. |
| Webinar Offerings: Join one of these tactical sessions to learn more about the Client Intelligence dashboard and the key features and functions; use cases of how the alerts can tie to business opportunities; steps to take for success (most critically, sign up for daily digests); and address any questions you may have.Topic: Client Intelligence Overview and Tips for Success
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