Have You Missed Any of These New MyPortal Features?
Continuously improving your MyPortal experience is one of the many ways we can show our commitment to a strong partnership with you. And, we’ve had a lot of great improvements recently! So, in case you’ve missed any of these important updates, here’s a quick timeline for your review.
October 2023
- Save a click! View outstanding requirements on pending business from the Book of Business page
- Review your Book of Business with new visual aids and graphs
- Get more accurate search results thanks to enhancements and a more friendly issue-date search feature
November 2023
- Expanded access to contract information and policy documents
- Streamlined views of contract information
- Access to contract documents, including 11-month summaries, annual statements and tax documents
December 2023
- Simplified and streamlined views of contract information
- Access to contract documents, including 11-month summaries, annual statements and tax documents
- An “export” feature added to EZ Suit™, so you can save a PDF of your results
January 2024
- Additional filters and updated agents’ profiles
- Pending applications will now display the anticipated premium
- Terminated agents’ contracts will now be accessible via Upline
Don’t forget: MyPortal has the tools and insights you need to run your business – available 24/7, 365 days a year.