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
Amazing app but lately keep crashing and asking for password ridiculously all the time
Frequent crashes and poor visibility of incentive programs
6FoeGod
The app is useful overall, but there are two issues affecting daily use:1. Active Incentive Programs are hard to find On the home screen, I have to scroll all the way down and they’re still not clearly labeled or easy to access. This should be more visible or have a dedicated section.2. App crashes when loading news feed When scrolling down and more “latest news” starts loading, the app freezes and then logs me out completely, sending me back to the login screen. This happens consistently and interrupts workflow.Improvement suggestions:- Add a clearly labeled section or shortcut for Active Incentive Programs on the home screen - Fix the stability issue when loading additional content in the news feed (likely tied to auto-refresh or memory handling)Overall, the app has potential, but these issues make it difficult to use efficiently throughout the day.
PFA DOMINATE!
Thisisforthepointskthx
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.
App is crashing!
Edapina
Used to be a very useful application to review business on the go but lately has become a pain to deal with since every time you go to “Client Intelligence” the App crashes. Please fix it so we can continue to enjoy 100% of its functionality.
Access to beneficiary details on inforce policies.
Version 9.4.6
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
National Life Insurance Company
Size
255.3 MB
Category
Business
Compatibility
Requires iOS 12.2 or later.
iPhone Requires iOS 12.2 or later.
iPod touch Requires iOS 12.2 or later.
Mac Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
