You asked, we listened!
Our Annuity Portal has fresh features for your convenience:
- View and download your clients’ contracts*
- Statements and Tax Documents tabs to view and download important documents
- Enhancements to pending policy view and pending business report:
- Received and expected premiums
- Producer hierarchy/broker dealer
- Active policy view:
- Display policy number on every tab
- Display servicing agent in annuity details
- Book of business:
- Client birth month and year
You can expect to see the great features including:
- An intuitive design with access to sold and pending policies
- Views into what your clients can see
- Dynamic reporting
- Links to additional producer resources
The combination of these features means streamlined, straightforward and supportive administration for you.
* Contract pages include the welcome letter, contract pages, contract rider and notices. We’ve omitted some pages from the mailed packet to protect your clients' personal information.
Access the Annuity Producer Portal
Use our Portal Self-Registration Instructions for a step-by-step guide to:
- Create an online account for first-time users
- Connect to the portal with an existing user account
- Manage your account online
Demonstration Video
Want to see how it works? Watch our portal demonstration video.