iPhone Screenshots

Description

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

What’s New

Version 6.0.1

We’ve completely overhauled the NLG Agent Mobile App, with a new look and easier-to-use interface. Find new features including a redesigned home screen, Client Intelligence integration, a revamped Inforce experience, New Business case trackers, and a whole lot more!

Ratings and Reviews

4.3 out of 5
18 Ratings

18 Ratings

Johnesp1 ,

Some crashes

Amazing app but lately keep crashing and asking for password ridiculously all the time

Thisisforthepointskthx ,

PFA DOMINATE!

This app has evolved and improved exponentially as much as NLG has in the last few years. This has become an essential tool as an agent. If you can leverage a Facebook/LinkedIn app to build your business, you should be using the NLG apps to complement. Thanks Song! Love you buddy, keep up the great work.

KSTravis ,

RR/IAR

Would be awesome if we could run quick term quotes off this app

App Privacy

The developer, National Life Group, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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