Post on 04-May-2022
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. All companies, unless otherwise noted, are affiliated and are located in Montpelier, VT.
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Get the App today!
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What’s New?• Information is easier to find
• Search is more powerful and accurate
• Reports load faster
• New content-rich Home Page
• Inforce combines life and annuity clients
• Client views show all related policies
• New Privacy mode masks values
• More communication features
• It works on your phone and tablet
The Agent PortalFrom recruiting and marketing to sales and service, the Agent Portal is your hub for digital service with NLG.
For Agent Use Only – Not For Use With The Public
The new Home PageQuickly access your business and take action
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• Quick snapshot of your New Business cases, Inforce book, and Transfers/Exchanges
• List of pending actions on new business cases
• Client Intelligence panel highlights Inforce clients that require immediate attention because:
• They’ve submitted a claim
• They want to surrender their policy
• You may have a sales opportunity
• Click directly into selling NLG sales tools
• Communication features include articles from the NL Edge and upcoming training events
For Agent Use Only – Not For Use With The Public
Show/Hide DataThe privacy toggle feature allows you to quickly mask the information shown on any page.
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Profile, Quick Links and SearchQuick access to key features and search across site
content, your clients and resources
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Quick Links:Easily access the most frequently used business tools all in one place
My Profile:• Change your password• Edit your phone number• Subscribe to SMS or email alerts
Search:• Search from anywhere on the site• Existing Clients or New Business Cases• Site content including marketing and
training resources
Quick link toolbarEasily manage your profile, search the site or access key business tools
For Agent Use Only – Not For Use With The Public
Site OrganizationUpdated navigation groups content into simple themes informed by NLG field user feedback.
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Sales & Marketing Book of Business Products Training Help Business Insights
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Sales and MarketingTools and resources to help you connect, engage and inform your clients
For Agent Use Only – Not For Use With The Public
• Community Engagement• Use Life Changer of the Year, CAUSE and more to
connect with your community
• How to Market Yourself • Client videos • Inventory of NLG Marketing eKits• Social media, Emails, seminars and more!• Multicultural Materials
• NLG Product Marketing• Supporting materials for all NLG products
• Sales concepts• Strategies to help Middle America clients, educators,
business owners and more.
• Sales Operations – making the sale with NLG• Underwriting guidance• Links to critical tools including eApp and Illustrations• Forms and other materials
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Book of BusinessNew Business and Inforce Clients and Tools
For Agent Use Only – Not For Use With The Public
New Business Cases and Reports• View and access All New Business Cases
• View Transfers & Exchanges
• Placement report
Inforce clients and reporting• Search and view all your clients - active and inactive
• New “Client View” now shows all policies – both Life and Annuity - in one place
• Reports including Annuity payroll flow and Premium Increase Program (PIP) reports, Persistency, Pending Lapse, Payment History and Premium Report
• Client Correspondence
Client IntelligenceNear real time visibility and historical access to the last 2 months of your clients’ servicing activities including NLG’s Client Portal, Contact Center and policy events.
Forms you need to service your clients
New Business
Inforce
New Business ListingNew features coming soon!
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Preset Report ViewsQuickly access common new business reporting views or set your own customer filters. The latest filter selections are saved throughout your login session.
Pending RequirementsIcon depicts when action is required; requirements are listed in the expanded details view and are included on the Excel export and will also be included as a filter option.
Improved SearchSearch by Policy, Agent or Client from anywhere in the site.
For Agent Use Only – Not For Use With The Public
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New Business DetailsView your case details from application to delivery
Case Status• Track status from application through delivery• Sign-up for Issued Policy SMS Notifications• View Policy Documents and NLG Policy Promise• eDelivery status in header including error conditions
Pending Requirements• Filtered listing of outstanding requirements
• Responsible Party indicator for each pending requirement
• Contact Case Manager and Upload Documents
Policy Details• Policy, Client and Billing details including Riders and Transfer
details, if applicable.
For Agent Use Only – Not For Use With The Public
eDelivery & the Policy PromiseSave time with convenient electronic delivery
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Inforce Client IntelligenceClient activities and insights to drive action
What is it? • Near real-time visibility to the last 60-days of
Client service activities with NLG - online or by phone
• Policy Conditions, Birthdays and Anniversaries
• Categorized so you can filter, sort and prioritize
• Bookmark on the go or save for later review;
• Synced between Agent Portal and Mobile App
• Subscribe to daily notifications via email or SMS
Categories include:
CAROL DANVERS
BRUCE BANNER
SCOTT LANG
CLINT BARTON
WANDA MAXIMOFF
STEVE ROGERS
HANK PYM SR
JAMES BARNES
SAM WILSON
ANTHONY STARK
CAROL DANVERS
BRUCE BANNER
SCOTT LANG
CLINT BARTON
STEVE ROGERS
WANDA MAXIMOFF
CLINT BARTON
BRUCE BANNER
ANTHONY STARK
SAM WILSON
• Claims• Conservations• Sales Opportunities• Life Events
• Client Service• Payments• Disbursements• And More
!
For Agent Use Only – Not For Use With The Public
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Inforce ClientsView all your client policies and details in one place
Client View• View all client policies including Life
and Annuity policies in any status
Policy Details• View policy values and coverage
details
• Review payments and transactions
• View client statements and bills
Available tools include:
• Print-friendly Inforce policy page
• Access our client’s online view
• Run Inforce illustrations
• Generate an inventory letter
• View Client Intelligence activities
For Agent Use Only – Not For Use With The Public
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Client ToolsAgents can access the same information their clients see online
Interest Credited
GLIR Projection
Access the Client’s Inforce Policy view and use the same tools available in the Client Portal• Guaranteed Life Income Rider (GLIR) Income Projection Tool
• Interest Credited tool
For Agent Use Only – Not For Use With The Public
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ProductA comprehensive library of life and annuity product information to help you market and sell client solutions
For Agent Use Only – Not For Use With The Public
Annuity• All Annuity products plus riders and state
approvals
• Comparisons and Suitability
Life Insurance• NLG and LSW Life product information plus
riders and state approvals
• Living Benefits
Interest ratesInvestments• If you are a registered rep with ESI you can
access an additional Investments section.
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TrainingResources you need to help you succeed
For Agent Use Only – Not For Use With The Public
• 403b Certified program
• Compliance
• Everything you need to stay compliant with ad review, technology and security
• Continuing education
• Doing business with NLG
• How to submit business, get paid and more
• Product training
• Required life and annuity training that must be completed
• Sales training
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HelpNational Life Teammates are here to help.
For Agent Use Only – Not For Use With The Public
Business Tools
Access NLG agent applications and tools. These links are also available in the Lightning Bolt menu.
Contact Us
• Key NLG phone numbers and phone tree commands
• Simple email service form
• Upload a PDF or JPG image of any form and we’ll get it to the right department
Send feedback to agentweb@NationalLife.com
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Agent Mobile AppThe new Mobile App brings 24/7 self service convenience to individual producers anytime, from anywhere
For Agent Use Only – Not For Use With The Public
Search for
NLG Agents
Download
Same Username and Password as the Agent Portal
Login
Tap Forgot Password or Forgot Username if needed
Don’t have a username? • All Agents are assigned an online account
during contracting. Use the “Forgot Username” tool or check your email.
• Contact Agent Services
Missing Data? Getting an Error?• Send a screenshot and as much
information as possible (including your phone model) to cxfeedback@nationallife.com
Locked Out? Forgot your Password?• Use the “Forgot Password” feature.• Call the Service Desk
Client Mobile AppClients have 24/7 access to policy information and the convenience of self service anytime, from anywhere
Search for
National Life
Features for Your Clients• Coverage, cash values, loans, and up to 7 years
of transaction history
• Quarterly Statements and 1099s
• Your contact details
• Pay premiums or loans, change bank, update contact information and more
Benefits for You• Increase your client's engagement and
connection to their policy
• Your client’s web activity is posted to you in Client Intelligence
• Your client can easily view your contact information
Copyright© 2020, National Life Group | 21For Agent Use Only – Not For Use With The Public