NLG Agents vs Pin Pilot

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

Pin Pilot — Field Service CRM for Contractors & Service Pros Pin Pilot helps solo contractors, field sales reps, and service professionals track every client, job, and dollar — all from one map-based app built for people who work on the go. DROP A PIN, TRACK THE CLIENT: Add a client right from the map or manually, with notes, voice memos, photos, and custom status tags (Hot Lead, Active Client, Follow Up, and more). Use Scan/Upload Info to pull contact and job details straight from a business card or a screenshot from Thumbtack, TaskRabbit, or similar platforms. INVOICES & QUOTES, DONE RIGHT: Create quotes and invoices per client, track them from "Draft" to "Sent" to "Paid", and share them with clients through a secure portal link — no app or account required on their end. Clients can approve, request changes, or leave a note, and you'll see their response the moment it happens. GET PAID FOR YOUR TIME: Track billable hours with the built-in Hourly Timer, attach job photos, set your rate, and mark sessions Paid or Unpaid. Log mileage for every trip and export CSV or PDF reports at tax time. SEE YOUR REVENUE, CLEARLY: A real-time Revenue dashboard breaks down what you've earned by Week, Month, or Year — and by service category — pulling from paid invoices, tracked hours, and completed jobs automatically. STAY ON SCHEDULE: Calendar view auto-fills with completed jobs, timer sessions, and invoice/quote activity, so you always know what happened and when — no manual logging required. WORK SMARTER WITH AI: Use the AI Assistant to search, schedule, and manage clients with your voice, and let Scan/Upload Info do your data entry for you. Built for people who work in the field, not behind a desk — landscapers, cleaners, handymen, contractors, and independent service pros of every kind. Free to start. Upgrade to Pro or Premium for unlimited saves, invoicing, the client portal, hourly time tracking, mileage tracking, and AI-powered tools. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/