[WEBINAR] Connect Update: Pending Business Enhancements from Athene
Wednesday 12/07/2022 at 11:00 am - 12:00 pm CST
Big changes to the PENDING BUSINESS section on AtheneConnect took place on 11/14/22.
December 5 enhancements include …
Pending New Business list:
An immediate display of all pending applications when page is loaded
A new visual progress bar to quickly see how far into the process an application is
New columns showing separate status for new business, suitability and funding
The ability to edit your columns to view only what you want to see
New CSV export options that allow you to download with or without requirements
Application details:
Easy access to the Document Upload tool
The ability to sort outstanding requirements by type
Additional requirement information, including details on action needed
Links to documents submitted through our Document Upload tool
Links to Athene correspondence
On Wednesday, December 7 at 11:00 AM CST we are hosting a webinar to go over these enhancements. Everyone is encouraged to register and attend. As with all of our webinars, if you register we will send you the link so even if that time on the 7th doesn’t work for you, the link will be sent so you/your agents can view it when it works for them.
Big changes to the PENDING BUSINESS section on AtheneConnect took place on 11/14/22.
December 5 enhancements include …
Pending New Business list:
Application details:
On Wednesday, December 7 at 11:00 AM CST we are hosting a webinar to go over these enhancements. Everyone is encouraged to register and attend. As with all of our webinars, if you register we will send you the link so even if that time on the 7th doesn’t work for you, the link will be sent so you/your agents can view it when it works for them.
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