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Across
An MGA can review the Annuity licensing requirements within this feature.
An agent or MGA can look here for a hierarchy report.
An agent may use this feature to view correspondence on a client's policy.
This tab offers a plethora of information related to Contracting.
For information on our current rates, an agent may utilize which tab?
This is the home of many contracting forms within the company website.
An agent may use this feature to narrow the search results when viewing inforce business.
Down
An agent can submit an inquiry via this feature.
This feature allows agents to update their notification preferences.
Product training information for Life and Annuity can be located here.
Annuity suitability requirements can be located under this sub-heading.
If an agent needed to see how much they were paid, they could select which option under the New Business tab?
An agent or MGA can upload contracting or pending business requirements via this feature.