January 25, 2022
Plug-in to Client Intelligence
Stay informed on key insights about your clients.
Did you know you have access to all of your clients servicing interactions with National Life? Access Client Intelligence via the Agent Portal and Mobile App to plug into key insights to help drive your client connection, prompt sales opportunities, and review your clients servicing needs. The feature includes 140 different notifications across 8 broad categories to provide timely visibility to policy conditions or client activities that may warrant a touchpoint. These events include notification of the client’s self-service activities online and their service interactions with our contact center in addition to other conditions such as lapse, surrender, returned payments or simple things like client birthdays. Tap into this amazing tool today!
