April 29, 2020
Using Client Data to Drive New Sales
Client Intelligence: Giving you reasons to reach out to your existing clients
National Life Group recently launched Client Intelligence, a dashboard on the Agent Portal that provides transparency into your clients’ interactions with National Life. Find out what actions your clients are taking on their policies to stay connected in a better way.
To access Client Intelligence, go to 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.
