[WEBINAR] Exploring Policy Inquiry from ExpertOffice from American National
Wednesday 09/29/2021 at 1:00 pm - 2:00 pm CDT
New Business and Inforce Inquiry are now Policy Inquiry. For an enhanced user experience, access all of your policy information in one convenient place!
New Features Include
Dashboard now displays a high-level view of inforce policies alongside new business
Inforce policy alerts notifying you of upcoming policy anniversaries, surrenders, disbursements, and policy changes
Locate inforce and new business policies using the Policy or Client search
Access to policy documents such as annual reports or lapse notices when viewing inforce policy details without leaving Policy Inquiry
Upload documents directly into inforce policies without leaving Policy Inquiry
New Business and Inforce Inquiry are now Policy Inquiry. For an enhanced user experience, access all of your policy information in one convenient place!
New Features Include
Add to your Calendar
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