Exciting New Updates to Your Book of Business View
We’ve made exciting updates to MyView that allow IMOs and their financial professionals to access more client information online.
Recent enhancements include:
- Book of Business view for Downline Agencies
- Downline Agencies can now view book of business details and access documents for contracts associated with active agents in their downline
- Downline Agencies can now view details related to pending contracts written by their downlines
- Withdrawal Base and Withdrawal Percentage information are now available in the Optional Rider Values section when a contract is in the income phase
- Online documents such as statements, confirmations, etc. are now available for the prior 36 months (an increase from the previous 18-month history) and policy pages will now be available for the life of the contract.
To access MyView to view these enhancements, please go to imo.globalatlantic.com and click “Login”.