NEW Policy Inquiry within ExpertOffice

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 

Access our training guide for a detailed look on how to manage your business.