NLG Agents vs ProAgent

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

ProAgent is an AI-powered assistant designed for insurance professionals, combining real-time sales coaching, marketing tools, and team management. 【Real-time AI Sales Coaching】 Receive instant coaching suggestions through your earphone while talking with clients. AI analyzes conversations in real-time and provides timely script recommendations to help you close deals. 【5-Minute Periodic Summaries】 Get AI-generated meeting summaries every 5 minutes during client meetings, including key discussion points and suggested next steps. 【Marketing Content Generator】 Create professional marketing posters and social media content with AI assistance, and share directly from the app. 【Team Management】 View team hierarchy, track downline performance, and manage organizational structure. 【Key Features】 • Real-time AI sales coaching with speech recognition • Periodic meeting summaries with actionable insights • Marketing poster and content generation • Team hierarchy and performance tracking • Dark mode support • Bilingual interface (English & Chinese)