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.