ACCOUNT TEAMS
- To access all client information
- To combine and report on client data from multiple sources
- To access best practices for managing clients
- To produce client reports and presentations
CORPORATE CLIENTS
- Access their policies, certificates, endorsements, proposals
- Stay current with service plans, milestones, and deadlines
- To gain insights in to their workforce and their claims
- Connect with our accounts teams
- To learn more about what NFP can offer
EMPLOYEES/INDIVIDUAL
- View the benefits their employers provide
- Access the carriers and platforms used to insure and protect them
- Store individual policy information
- Shop and apply for coverage in a digital marketplace
LEADERSHIP
- Gain business insights
- Drive best practices
- Monitor compliance
- Connect the business
