September 23, 2020
The New Business Tracker Provides Greater Visibility
Plus, a recap of recent features and upcoming enhancements to the Agent Portal.
Have you had a chance to use the New Business Tracker, now available on the Agent Portal? The tracker is designed to provide greater transparency so you know exactly what stage of the new business process your policy is in. Hear from Ryan Matherly, Director, Customer Engagement, as he discusses why National Life has created the New Business Tracker and where you can find it, along with a recap of the Client Intelligence dashboard and what’s next for the Agent Portal and Agent Mobile App.
