Client Policy Package in Agent Portal - NLG Website

How to do a Client Policy Look Up

Agent View/Access:
1. Log into the NLG Agent Portal
2. Navigate to the Business Tools menu > Correspondence


3. Under Correspondence:
– Find the client policy by Pol/Trust No. or Ins/Ann/Pln
– Find Document Type > POLICY PACKAGE; click on the Date to pull the policy document
Note: There may be several Policy Packages per policy – one of these will have the full policy
information