April 21, 2020
Unlock the Secrets of the New Client Intelligence Tool
Are you making the most of Client Intelligence?
Last week, we introduced you to our brand-new Client Intelligence tool – a dashboard on the Agent Portal that provides transparency into your clients’ interactions with National Life Group, helping you to uncover new and relevant reasons to engage with clients.
This week, we’re unlocking the secrets for finding success with Client Intelligence. Simply sign-up for one of our upcoming webinars and we’ll reveal the value it can bring to your business.
Sign-up for a Webinar TODAY!
Independent Channel Client Intelligence Overview and Tips Webinar
- Wednesday, April 22, 2020 10:30 a.m. Eastern Time
- Register here
Affiliated Channel Client Intelligence Overview and Tips Webinar
- Monday, April 27, 2020 3 p.m. Eastern Time
- Register here
Join one of these tactical sessions to learn how you can make the most out of Client Intelligence, including:
- How to quickly and easily navigate the dashboard and prioritize the information
- Over a dozen business and service opportunity use cases you can put into action immediately
- Key steps to take for success
- Real-time questions and answers
Access Client Intelligence TODAY on the Agent Portal by visiting Nationallife.com and selecting “log in” in the top right corner. Once logged in, select “Client Intelligence” under “Business Tools.”
Need a refresher on Client Intelligence? Watch this video learn more!
