We’re pleased to launch the newest feature on the NEOS Platform – the Policy Servicing Portal. This will soon be home to all the functionality advisers need to manage their inforce portfolio with NEOS, across all insurers and products.
Our aim is to make the Policy Servicing Portal a rich source of information and functionality that enables advisers to manage their businesses efficiently and profitably.
The first two features we’ve launched are Inforce quoting and Reporting. We’ll keep you informed about more exciting developments as they happen.
Join one of our in-depth webinars to learn more about the NEOS Platform, the Policy Servicing Portal and how to get started.