Find New Sales Opportunities in your Book of Business
We are excited to share that you now have the ability to export your inforce policy data to a CSV file through JHSalesHub, making it easier to manage your book of business and quickly scan for new sales opportunities!
To access your book of business, visit the “My Business” page of JHSalesHub.com, then click on “view inforce policies.” Please note that this functionality is available only to JHSalesHub registered users with the role of producer or producer support.
If you have additional questions, please refer to this FAQ and be sure to watch for even more enhancements over the coming months!