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Your questions and feedback compiled into Frequently Asked Questions!

*A note for our agencies – Feel free to use these articles in your communications with your agents. Please include any disclosures that appear with the article.

Submitting and managing advertising compliance approvals from National Life Group’s Advertising Guidance Team (“AGT”) has never been easier using our new advertising submission and tracking system – AdTrax. That said, we have put together these frequently asked questions (“FAQs”) which include helpful hints, tricks, and nuances based on questions and feedback we have received from you!

Where do I find AdTrax?

Is there any training available or a cheat sheet I can use to get me started?

Who has access to AdTrax?

What are some of the benefits and efficiencies?

  • Online submitting giving you control of when and what is submitted.
  • Track progress of your submission.
  • Communicate with reviewer via the case.
  • Keep advertising records electronically in AdTrax, no more hard copies.
  • Agency-Level: Run reports (open, closed, close to expiration, etc.).

What do I choose for Format?

What is the Add Originator button for, and do I need to click it?

Why can’t I see the Submit Revised Request button once I upload my revised document?

How can I communicate with my AGT reviewer through AdTrax?

Where do I upload my revised version(s) for re-review?

What is the Additional Documentation section for?

What about CoBrand, FMG, and Broadridge content (including my website)?

What do I enter for number of copies in New York?

What do I enter for Products?

What other types of AdTrax email notifications could I receive?