ESI Call Center Sub Menu Options Changing

To better serve the you and your clients, effective July 26, 2021, ESI will be changing its call center queue options.  We will also be introducing a voice mail option to the Docupace Technical Support service queue.  The firm’s toll-free number will remain the same at (800) 344-7437.  Read more for a summary of the changes

To better serve the you and your clients, effective July 26, 2021, ESI will be changing its call center queue options and adding a voice mail option to the Docupace Technical Support service queue.  The firm’s toll-free number will remain the same at (800) 344-7437.  New updates are as follows:

  • Current service sub menu options will be restructured.  Callers press 1 for service and 2 for Trading.
    • Press option 1 for Advisory service
    • Press option 2 for NFS Brokerage service
    • Press option 3 for Direct Business service
    • Press option 4 for Docupace Technical support not related to forms
    • Press option 5 for Suitability support
    • Press option 6 for Compensation support
  • To minimize the amount of time you spend on hold in the Docupace Technical support queue, we are introducing a voice mail option.  When an agent is not available to answer, you will be given the option to immediately leave a message requesting follow up support, or to continue to hold for the next available agent.  After eight (8) minutes on hold, you will automatically be directed to leave a message with the Docupace Technical Support team.  We strive to return all calls within one business day.  As always, Docupace Technical Support questions or requests to schedule a training  may be directed to DocupaceSupport@nationallife.com

For further information on these changes, please call the ESI Operations department at (800) 344-7437.

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