Coming Soon for IARs! Documenting Annual Client Contact in Starting Point/Docupace

We heard your feedback regarding documenting your Annual Client Contacts and have made the process easier within Docupace/Starting Point. Beginning November 29^th, you will be able to create your ‘IAR Documentation of Annual Client Contact’ within Starting Point. A new tile selection will be present to begin the process and the completed documentation will be archived to the client’s ‘General’ folder.

For step-by-step instructions on completing this new process, click here.

If you have any questions please call 800-344-7437 or email DocupaceSupport@nationallife.com

TC124206(1121)1

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Coming Soon for IARs! Documenting Annual Client Contact in Starting Point/Docupace

Previous PostNow Available on ESI Illuminations: Separately Managed Accounts (SMAs)

Next PostMark Vosk Hits $1 Million of GDC!