Oregon Idaho SW WA Pioneers June 15, 2021
Agent Enablement on Propr Are you frequently calling or emailing the Service Hub to complete requests on behalf of your clients? Now you can easily assist your clients using Agent Enablement on Propr. Click here to learn more.
With Agent View, you can easily view your clients’ account details faster than calling or emailing the Home Office to answer common questions relating to: • Billing, such as employees on bills and premium amounts • Policy status • Coverage effective date (CED) • Adding or terminating employees • Demographic information • Online invoice adjustment • Messages • Using the Colonial Life for Clients portal Plus, Agent View helps you become more familiar with Colonial Life for Clients to better help your clients leverage the portal and boost adoption.