Don’t Gamble on What Your Clients Want
Most of your clients are both capable and interested in using technology to make their lives easier. 56 percent of consumers agree that the COVID-19 pandemic changed the way they engage with businesses — for good. Even 73% of baby boomers are choosing to engage digitally with their various providers.1
Benefits of My Account for you and your clients
My Account allows you to provide service to your clients in a modern, online way. Whether it’s using a laptop or via an app on their smart phone, your clients can access their Securian Financial individual life insurance policies with just one user ID. They can:
- Pay their life insurance premium or sign up for auto-payments
- View account and loan balances
- Update contact and beneficiary information
- Submit transactions and more
How you can access
You can view My Account for any registered clients by going to the eService Center. Once you’re logged in, look up the client and click “explore now” to access My Account.
How clients can access
If clients are already registered through the eService Center, they can use the same login information for My Account. If they aren’t registered, getting access is simple:
- Clients can go to securian.com/My Account and click “register now”
- From there, they enter their personal information and complete the validation
- Then they can create a user ID and password
Securian Financial’s My Account is an online portal for clients with individual life insurance policies. Since the launch of My Account, we’ve looked for ways to continually improve your clients’ experience. Here are some recent improvements:
- Improved performance to increase the speed of loading pages
- Index crediting details available for individual life insurance policies
- Payment history now viewable for individual life insurance policies premium and loan payments
- Eliminated the security questions with a one-time passcode for forgotten passwords and user IDs
And here are some enhancements your clients can expect to see in the coming months
- Improved registration so more clients can register without additional steps
- Simplified beneficiary change process
- Transaction history for all accounts
1. 2021 CX insights: Engaging the savvy customer. Broadbridge.com, July 20, 2022.