June 17, 2021
On the Road Again?
Equipping you with the right resources as you transition from virtual to in-person client meetings.
As the country is starting to get back to normal, National Life remains committed to enabling you to conduct business efficiently.
Last year, we began introducing new resources and enhancing current ones to allow you to work better virtually. As you get back on the road for in-person meetings, these resources remain crucial so you can continue to conduct business from wherever you are, whether that be your home office, a client’s office, a school or your car. Make your transition to getting back on the road and meeting in person with clients and prospects as smooth as possible!
Here’s a refresher of some of the digital options available at your fingertips so you can conduct business from wherever you are:
- Are you using the all-new agent mobile app? Save time and manage your business on-the-go, anytime!
- Remote applications are being accepted – regardless of size.
- Use eApp to complete and submit any application remotely.
- Payments can be made via the Customer Web Portal, via phone, EFT/ACH or by wire.
- Check out our tips to ensure a smooth payment experience for you and your clients.
- Complete the delivery process of the policy via eDelivery to process new business electronically straight from the virtual customer application.
- Our latest features help you conduct eDelivery and engage your Client!
Looking for other tips as your car becomes your temporary office?
- Always have a charger! You never know when your phone or laptop might run out of juice on you.
- Be healthy and have snacks. Make sure you’ve got snacks and water with you, and you take breaks to stretch and move around.
- Use your vehicles features for work. A Bluetooth-enabled stereo can be great for taking calls… and while charging, you can integrate with your mobile phone if your vehicle has Apple CarPlay or Android Auto.
