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.