We’re excited to share that we’ve made a number of enhancements to the Policy Servicing Portal, designed to make managing your clients’ cover with NEOS easier and more efficient.
Here’s what’s new:
- Client-level profiles: See every policy and comparison for each client in one simple view.
- Streamlined workflows: Create new client profiles and premium comparisons in just a few clicks.
- Smarter premium comparisons: Enjoy an improved occupation look-up for even quicker results.
- Announcements feature: Keeps you up to date on all product, pricing and technology updates on the NEOS Platform.
See the enhancements in action:
Click play below to watch the enhancements in action.
Log in and try it for yourself!
We’ll continue investing in innovative products and solutions designed to bring you new, efficient ways of doing business – all in the one place.
If you have any questions about these enhancements or the NEOS Platform, please contact your BDM or register to become a NEOS adviser.