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.