NLG Agents vs WorkspaceX

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

WorkspaceX is an all-in-one platform for organizations to manage staff operations, including documentation, scheduling, onboarding, and training. This app is designed for organization-based use. An account is required to access the platform. Organizations can create an account at https://app.myworkspacex.com. A 14-day free trial is available for new organizations. A subscription is required after the trial period. WorkspaceX helps teams streamline compliance, track staff activity, and manage day-to-day operations efficiently in one place. Key features include: • Structured documentation and service tracking • Staff scheduling and workflow management • Secure in-app messaging for team communication • Role-based access and organization controls • Electronic Visit Verification (EVV) support when required • Training and onboarding management WorkspaceX is built for organizations that require structured workflows, accountability, and secure data handling.