BULLETIN
February 24, 2020
New Today – Updated Policy and Claims Search in AgentsOnline
We’re pleased to announce a streamlined search bar for accessing your customers’ Policy and Claims details, available starting today in AgentsOnline. This new feature lets you search for Policy and Claims information for both personal and commercial lines with a single search bar located on the AgentsOnline homepage. This results in fewer clicks and faster-loading search results, saving you time when accessing your customers’ Western National data.
This AgentsOnline update is based on feedback we’ve received over the past year from system users like you. In addition to the improved search function, it also includes updates to the look-and-feel of the Policy and Claims detail areas and the new ability to access policy forms directly from the Policy details section for each customer. You can view a User Guide for conducting a Policy and Claims details search here. Please note, for the best performance, we suggest using AgentsOnline in a modern web browser (e.g., Chrome, Edge, Safari, Opera, or Firefox).
We look forward to continuing to enhance our AgentsOnline site throughout the year to make it even easier to do business with Western National. In the meantime, if you have any questions about these updates, please contact our Customer Relationship Center at (800) 352-2772.
