Optimize Policy Management with Life Case Tracker. New for EssentialTerm!
Streamline your policy placement by effortlessly tracking the status of your EssentialTerm cases with our tool. Here’s what you can do:
- Monitor policy status and details for EssentialTerm cases
- Receive information and guidance on outstanding requirements
- Stay updated with underwriting alerts
- Utilize the reply functionality to view and respond to requirements directly within the tool
Access Life Case Tracker today on PruXpress, ClientLink, and Advisor Link.