| 2 New Features |
| to Wrap Up the Year |
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What Policy Files Have You Opened?
New Feature Shows You! |
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It’s easier than ever to see which policies you’ve viewed on your Recent Activity screen. Now, when you click on a policy, the background shifts from white to gray.
Refreshing each session, you’ll know – at a glance – which policies you’ve opened, making it easier and faster to track progress and keep your spot when you’re viewing multiple policies in a session.
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| See When a Life Policy Was Mailed |
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Now you can track when a life policy is on its way to your agency. With a new “Mail Date” category added under the Submission tab, you can quickly check mailing status.
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Reminder: Multifactor Authentication Now Required to Access the Agency Portal
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To access the agency portal, each user must now verify your identity via code tied to your user account. MFA enhances security for you and your clients, and it’s easy to do! If you need assistance, contact your agency's portal administrator or our IT Customer Support Team, 866-513-1133. These resources will help if you have questions:
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| Life-Specific Portal Training Available |
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| Tour Cincinnati's agency portal for tips to enhance your experience and productivity. In a recorded session, Cincinnati’s Learning & Development team provides an in-depth overview of the portal functionality you need to manage your life business. |
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| Please contact our Cincinnati IT Customer Support Team, 866-513-1133 or locally 513-870-2255, with questions. |
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