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December 13, 2022

We’re excited to share that we’ll be launching a new Producer Center experience in January 2023. We listened to your input and have created an improved, streamlined and integrated experience where you can quickly access the tools and resources you need.

The new Producer Center will feature:

• A new dashboard with a summary view of all pending quotes, applications and renewals, along with commission statements and recently viewed content
• A new consolidated clients section, giving you increased visibility into the status of accounts across all lines of business
• Updated reports, allowing you to download commissions data, census reports and client status
• Literature orders that make it easy to print plan documents and collateral, and view the status of your orders
• A dedicated Commissions section, allowing you to view and export line-item commission data

• New search and filter capabilities, helping you find clients, reports and commission data more easily

With these enhancements, it will be easier than ever to manage your book of business. In 2023, you can count on less friction, reduced administrative overhead and the ability to spend time where it matters most: providing high-value service to your clients.

We look forward to supporting you in the weeks leading up to the launch of the new Producer Center. To learn more, check out our new Producer Center demo video and be sure to join our Producer Center webinar. We’ll cover:

• Research and feedback—what we learned from you
• Demonstrations—showing what’s new

• Utilization and metrics

When: Thursday, Feb. 16, 2023 at 9 a.m. PT, 10 a.m. MT
Register today!