NLG Agents9.4.9 - App Store

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

Version History - Milestone age alerts for eligible clients in Client Intelligence
- New Subcategory filter for easier access to Client Intelligence data 9.4.9 Sep 26 Access to beneficiary details on inforce policies. 9.4.7 Aug 30 Access to beneficiary details on inforce policies. 9.4.6 Jul 18 Access to beneficiary details on inforce policies. 9.4.5 Jun 27 Minor Bug fixes and enhancements. 9.4.4 Jun 1 Minor Bug fixes and enhancements. 9.4.3 Apr 4 Discover our newly revamped Agent Blog. 9.4.2 Mar 3 We have added support for our latest incentive programs, for eligible agents only. 9.4.1 Jan 18 We’ve added initial premium draft details to the case page. When a draft is scheduled, you’ll see when it’s set to occur—so you can keep clients informed. 9.4.0 11/23/2025 Agents can now request a paper copy of a policy promise in English, Spanish, and Mandarin. This is available for e-delivered Life policies only. 9.3.1 11/09/2025 Added new Client Intelligence events to notify when customer's policy is at risk of lapsing. 9.3.0 09/28/2025 We have made small tweaks and fixes. 9.2.5 08/30/2025 We have made small tweaks and fixes. 9.2.4 07/26/2025 Created a new Client Intelligence event to notify when a DBPR rider is lapsing. 9.2.3 07/06/2025 We updated how we display rider details on policies. 9.2.2 05/03/2025 We updated how we display rider details on policies. 9.2.1 04/26/2025 Get alerted to upcoming policy anniversaries with a new Client Intelligence notification. We also added the performance trigger rate to applicable Annuity products. 9.2.0 03/30/2025 Get insights into your client's actions, right from the home screen, with the all-new Client Intelligence widget. 9.1.2 02/02/2025 Get insights into your client's actions, right from the home screen, with the all-new Client Intelligence widget. 9.1.1 01/17/2025 Get insights into your client's actions, right from the home screen, with the all-new Client Intelligence widget. 9.1.0 11/15/2024 We have completely overhauled our behind-the-scenes platform – it’s the same great app with an updated engine. We have also added a new push notification to help you stay updated on your latest client intelligence alerts. 9.0.2 10/18/2024 We have completely overhauled our behind-the-scenes platform – it’s the same great app with an updated engine. We have also added a new push notification to help you stay updated on your latest client intelligence alerts. 9.0.1 08/24/2024 We have completely overhauled our behind-the-scenes platform – it’s the same great app with an updated engine. We have also added a new push notification to help you stay updated on your latest client intelligence alerts. 9.0.0 06/29/2024 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. 8.3.6 04/12/2024 We have made improvements throughout the app, including more intuitive results when searching, better informing you of possible errors when sending messages and more. 8.3.5 03/02/2024