NLG Agents
Your business on the go
Free
8.3.6for iPhone, iPod touch
8.5
32 Ratings
National Life Group
Developer
113.3 MB
Size
Apr 12, 2024
Update Date
Business
Category
4+
Age Rating
Age Rating
NLG Agents Screenshots
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
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
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What's New in the Latest Version 8.3.6
Last updated on Apr 12, 2024
Old Versions
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.
Show More
Version History
8.3.6
Apr 12, 2024
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
Mar 2, 2024
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
Feb 3, 2024
We have added support for our latest incentive programs, for eligible agents only.
8.3.3
Jan 19, 2024
We have added support for our latest incentive programs, for eligible agents only.
8.3.2
Dec 2, 2023
We have added new values for applicable Annuity products in addition to better support for some new product features.
8.3.1
Nov 9, 2023
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
Nov 4, 2023
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.
8.2.1
Oct 6, 2023
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
Sep 9, 2023
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.
8.1.1
Jul 21, 2023
We have added support for the latest incentive programs, only for applicable agents.
8.1.0
May 27, 2023
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
Apr 7, 2023
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
Mar 28, 2023
We have made small fixes and enhancements to ensure support for our latest incentive programs, only for applicable agents.
7.4.1
Mar 4, 2023
We have made small fixes and enhancements to ensure support for our latest incentive programs, only for applicable agents.
7.4.0
Feb 4, 2023
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
Jan 20, 2023
We have added support for our latest incentive programs (for participating agents only).
7.3.0
Dec 10, 2022
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
Nov 13, 2022
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
Aug 22, 2022
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
May 30, 2022
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
Jan 22, 2022
We have added support for our latest incentive programs (for participating agents only).
6.3.0
Jan 1, 2022
We have added support for our latest incentive programs (for participating agents only).
6.2.1
Nov 23, 2021
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
Nov 13, 2021
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.
6.1.1
Jul 31, 2021
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.
NLG Agents FAQ
Click here to learn how to download NLG Agents in restricted country or region.
Check the following list to see the minimum requirements of NLG Agents.
iPhone
Requires iOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
NLG Agents supports English
