A life and annuity carrier has added new electronic services for the advisors who sell its products.
Jackson National Life Insurance Company, Lansing, Mich., a unit of Prudential P.L.C., London, has included the new services in a revised version of its corporate Web site, at Document Link
One new feature, a personalized dashboard, will report on the status of pending Jackson transactions, offer client and subaccount watch lists, and track variable annuity book of business value.
The new site will give registered representatives the ability to access their entire book of Jackson variable annuity business, conduct trades and mass trades, and search and filter client data and portfolio performance information, Jackson says.
A “virtual file cabinet” tool will give advisors the ability to store Jackson correspondence electronically, the company says.