4.9
158 reviews
10K+
Downloads
Content rating
Everyone
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About this app

Save time and manage your business from anywhere, whether you’re in the living room or on the road.

Tap into your business directly from the home screen
[+] See your active cases and policies at a glance
[+] Track commissions and incentives, if eligible

Stay connected to your clients’ needs with Client Intelligence
[+] See what policy actions your clients have taken
[+] Lookup policy anniversaries or other notable events to stay in touch
[+] Bookmark events for easy follow-up

Client Information puts your entire book of business in your pocket
[+] Access policy details, including the latest values, transactions, and statements
[+] See the same GLIR and Interest Crediting tools available to your clients on the Client Mobile App, if applicable.

Easily manage new business from application to delivery
[+] Intuitive trackers allow you to see exactly where your case is and where it's going
[+] eDelivery integration gives you insight into when a policy has been eDelivered, what the next steps are, and any problems that might come up.
[+] Order or download a Policy Promise.

Create a quote in seconds with Quick Quote
[+] Input basic client information and provide quotes on a select group of our most popular products.
[+] Save quotes and edit any time using Illustrations on the Agent Portal.

…and more!
[+] Track your commissions, including a commission calendar to quickly look up key dates and detailed reporting on Pending and Payable commissions.
[+] Monitor your progress towards your incentive programs, if applicable for your agency.
[+] Manage your notifications, including text messages to keep you updated on your latest business developments.
[+] Access NL Edge, which provides critical business and product updates, along with company announcements

National Life Group is a trade name of National Life Insurance Company (Montpelier, VT) and its affiliates.

Attention Equity Services, Inc. (ESI) reps – remember that only ESI approved email accounts and cell/text numbers can be used for any business purpose.

TC119920(0321)P
Updated on
Apr 12, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Files and docs and 2 others
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

4.8
151 reviews
Gary G
December 2, 2023
The chat was better before, now it's more difficult and frustrating. Please take off the new options at the bottom.
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A Google user
November 25, 2019
This app is gold. The only thing lacking is the ability to see which apps you are getting paid on. But this is such a well designed, simple, & effective layout.
14 people found this review helpful
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A Google user
January 23, 2020
Awesome app to have when I'm not closed to my computer. Easy to use and navigate!
12 people found this review helpful
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What's new

Global search will now include results for older New Business cases going back 180 days. We've also added support for new products and their features.