Pending Business
Find your Pending Business report, get those outstanding requirements taken care of and
business placed and paid!
Stacey Clouse
Notifications
Setting up notifications should be one of the first things you do! The notifications keep you up to date on all the latest information for bulletins, office closures, year-end dates, new form numbers, product updates, annual statements and more.
Stacey Clouse
In Force Business
Once a case is palced and paid doe not mean your job is done. Check your in-force business and set up those client review meetings.