November 19, 2024
Introducing the All-New Client Intelligence
Enjoy transparency of your clients’ interactions with National Life and uncover new sales opportunities with existing clients.
Client Intelligence offers you the opportunity to tap into essential insights that enhance client connections, identify sales opportunities, and assess your client’s needs.
With 165 notifications across 8 broad categories, Client Intelligence ensures timely awareness of policy conditions or activities that may require attention. These notifications cover a range of events, including online self-service activities, interactions with our contact center, and other conditions such as policy lapses, surrenders, returned payments, and even birthdays.
Check Out What’s New!
Dashboard View
- Top Cards make it easy to see where and how your clients are interacting with National Life – just click a card to see the corresponding events.
- Categories are now color-coded, making them easier to distinguish, and sub-Categories give you more context at a glance.
- Looking for more detail? Just click the “+” button to expand and view descriptions, contact information and more.
Home Screen Widget
We have replaced the Inforce widget with a brand-new Client Intelligence summary, giving you deeper insights into your inforce book of business and how your customers are interacting with their policies.
Take action fast: Click the Commission Impact and Conservation categories for direct access to those policies. All other categories are accessed through the View All link.
Agent App Widget
A brand-new Client Intelligence widget, giving you summary insights into your inforce book of business and how your customers are interacting with their policies.
Tap “Show More” to expand and see all the ways your clients are interacting with National Life. Tap any category to view the events and take action.
Access Client Intelligence via the Agent Portal and Mobile App to plug into key insights today!
