New! Annuity Clients Can Now Complete Strategy Allocation Changes Online
Check out this enhancement…and a whole lot more!
There have been numerous enhancements to both the Agent Portal and Customer Portal as well as the Apps this year. Our team is once again excited to announce the release of our latest improvements!
Agent Portal
- Participation Rate details on inforce policies
Customer Portal & App
- Annuity strategy allocation changes
- Disbursement notification emails to clients
Agent App
- Getting started action cards for new agents