Use the Client Intelligence Tool to Start Conversations

Did you know that National Life provides you visibility to all of your clients’ service interactions with our Contact Center or Website?  That’s Client Intelligence.

With Client Intelligence, you’ll enjoy visibility to all of your clients’ interactions with National Life, receive reminders for key policy events, and uncover new sales opportunities with your existing clients.  Updates are near real-time and you can also subscribe to receive a daily summary notification of your client’s activity so you never miss key events.

• See what actions your clients have taken including loan requests, claims, policy surrender, contact information updates or simply customer service inquiries.
• Receive reminders about client birthdays, policy anniversary or other key events.
• Bookmark events to follow up on later and enjoy seamless updates across the NLG app and portal.

Download the app today – and follow these steps from the palm of your hand!

Step 1: Navigate to Client Intelligence

To navigate to your Client Intelligence section, tap the menu button on the home page to open then main menu, then tap into Client Intelligence.

Step 2: Scroll Through the Client Activity Feed

You will then be presented with the Client Intelligence dashboard

• See a list of your client’s activities, both online and offline.
• View important events, including lapse warnings, birthdays and more.
• Scroll down to view up to 6 months of history.

Step 3: Filter to Search for a Specific Client, Policy, Category or Date Range

Step 4: View Details

Tap on an event to view details, including your client’s contact information.

Step 5: Bookmark Events for Later Review

Bookmark events by tapping the bookmark icon, either on the main listing or details screen.

• Tap the “Bookmarks” tab to view all your bookmarks and follow up when it is convenient for you.

 

Step 6: Subscribe to a Daily Event Summary

With just a few taps in the App, you can subscribe to a daily or weekly email and/or SMS notification that summarizes your clients’ interactions with National Life.

• Tap the menu button in the lower right hand corner
• Select “Preferences”
• Scroll down to “SMS & Email Alerts”
• Select the frequency in which you’d like to be notified as well as if you’ve like to receive it via email and/or SMS
  • The email shown on the right is an example of what the notification email will look like

Wondering How to Use Client Intelligence?

There are countless ways for translating the alerts you see in Client Intelligence into opportunities for outreach and new sales. Here are a few suggestions:

Have you Downloaded the App Yet?

Search for NLG Agents, or click on the links below.

Login: Same username and password as the Agent Portal.
Tap Forgot Password or Forgot Username if needed).