NLG Agents

Name: NLG Agents
Rating: 8.5 (32 reviews)

Your business on the go

Free

8.3.6for iPhone, iPod touch

8.5

32 Ratings

National Life Group

Developer

113.3 MB

Size

2024年04月12日

Update Date

Business

About NLG Agents

Save time and manage your business from anywhere, whether you’re in the living room or on the road.

Tap into your business directly from the home screen
[+] See your active cases and policies at a glance
[+] Track commissions and incentives, if eligible

Stay connected to your clients’ needs with Client Intelligence
[+] See what policy actions your clients have taken
[+] Lookup policy anniversaries or other notable events to stay in touch
[+] Bookmark events for easy follow-up

Client Information puts your entire book of business in your pocket
[+] Access policy details, including the latest values, transactions, and statements
[+] See the same GLIR and Interest Crediting tools available to your clients on the Client Mobile App, if applicable.

Easily manage new business from application to delivery
[+] Intuitive trackers allow you to see exactly where your case is and where it's going
[+] eDelivery integration gives you insight into when a policy has been eDelivered, what the next steps are, and any problems that might come up.
[+] Order or download a Policy Promise.

Create a quote in seconds with Quick Quote
[+] Input basic client information and provide quotes on a select group of our most popular products.
[+] Save quotes and edit any time using Illustrations on the Agent Portal.

…and more!
[+] Track your commissions, including a commission calendar to quickly look up key dates and detailed reporting on Pending and Payable commissions.
[+] Monitor your progress towards your incentive programs, if applicable for your agency.
[+] Manage your notifications, including text messages to keep you updated on your latest business developments.
[+] Access NL Edge, which provides critical business and product updates, along with company announcements

National Life Group is a trade name of National Life Insurance Company (Montpelier, VT) and its affiliates.

Attention Equity Services, Inc. (ESI) reps – remember that only ESI approved email accounts and cell/text numbers can be used for any business purpose.

TC119920(0321)P

最新バージョン 8.3.6 の更新情報

Last updated on 2024年04月12日

旧バージョン

Global search will now include results for older New Business cases going back 180 days. We've also added support for new products and their features.

Version History

8.3.6

2024年04月12日

Global search will now include results for older New Business cases going back 180 days. We've also added support for new products and their features.

8.3.5

2024年03月02日

We have made improvements throughout the app, including more intuitive results when searching, better informing you of possible errors when sending messages and more.

8.3.4

2024年02月03日

We have added support for our latest incentive programs, for eligible agents only.

8.3.3

2024年01月19日

We have added support for our latest incentive programs, for eligible agents only.

8.3.2

2023年12月02日

We have added new values for applicable Annuity products in addition to better support for some new product features.

8.3.1

2023年11月09日

Sending messages for your New Business cases is getting easier and more efficient. With this update, you can now choose a category to assign to your message, providing simpler direction for what your question or comment is about. We are also introducing a new highlight capability to call out new features, making changes and new items easier to understand.

8.3.0

2023年11月04日

8.2.1

2023年10月06日

We've enhanced the app for new agents with a 'to-do' list for best practices, added a featured video widget for sharing National Life content, and provided support for new products. Additionally, we've improved inforce details for situations involving multiple agents and made some minor tweaks and fixes.

8.2.0

2023年09月09日

8.1.1

2023年07月21日

We have added support for the latest incentive programs, only for applicable agents.

8.1.0

2023年05月27日

Get access to the latest training opportunities with our Webinar Calendar, now available from the menu. We've also made it easier to access transfer details right from a New Business case, along with other tweaks to make the New Business experience simpler.

8.0.0

2023年04月07日

We have a big update to make using the NLG Agent App easier than ever. The navigation has been streamlined, with a familiar bottom menu that gives you quick access to New Business and Inforce policies. The Search icon is now available everywhere, making it easy to find customers and policies - start typing and we'll auto-complete your results to speed the process up. The “Latest News” section now loads more content, making for great reading. We’ve also made small tweaks to incentives, new inforce fields and much more.

7.4.2

2023年03月28日

We have made small fixes and enhancements to ensure support for our latest incentive programs, only for applicable agents.

7.4.1

2023年03月04日

We have made small fixes and enhancements to ensure support for our latest incentive programs, only for applicable agents.

7.4.0

2023年02月04日

We've made big enhancements to Transfer policies! The all-new Transfer Report brings a wealth of detail on transfers, including the latest statuses, comments, origin details and much more. We've also revamped our messaging inbox, making it easier to review your messages from National Life.

7.3.1

2023年01月20日

We have added support for our latest incentive programs (for participating agents only).

7.3.0

2022年12月10日

Big enhancements to the inforce details on policies are now available, including access to correspondence documents, enhanced transaction details and a complete commission history (where applicable). We have also made smaller fixes and tweaks.

7.2.0

2022年11月13日

Push notifications are now supported for our enhanced New Business features! You’ll be prompted to allow notifications after you update, accepting will immediately turn on notifications for any messages you receive on your supported cases. Our enhanced New Business features are currently only available for specific agencies and policies and will roll out to more over time.

7.1.0

2022年08月22日

We are continuing to make improvements to our enhanced New Business features, rolling out to participating agencies over time. For all agents, you can now easily access our most popular client service forms directly from the main menu.

7.0.0

2022年05月30日

We are adding all new features to manage your New Business! Native two-way messaging with your case manager, scanning and uploading requirements, deeper insights into outstanding items and more. These features are only available for specific agencies and policies to start and will roll out to more over time.

6.3.1

2022年01月22日

We have added support for our latest incentive programs (for participating agents only).

6.3.0

2022年01月01日

We have added support for our latest incentive programs (for participating agents only).

6.2.1

2021年11月23日

We have made it easier to manage your eDelivered policies - you can now resend eDeliveries to your clients if they need a reminder and unlock a policy if they have gotten themselves locked out. Additionally, we have made other small tweaks and fixes.

6.2.0

2021年11月13日

6.1.1

2021年07月31日

This update includes support for our latest incentive programs (for participating agents only). We have also fixed a few small bugs and are always making tweaks to improve the app experience.

Feedback Report