DES MOINES, IOWA — Homesteaders Life Company, a national leader in prearranged funeral funding, released a redesigned online dashboard for affiliated pre-need insurance agents. This dashboard, which is part of the myHomesteaders business services portal, includes new features that significantly improve the way agents can search for and access information.
“The new agent dashboard offers a greatly enhanced user experience that makes it easy for agents to manage their production,” said Lyndon Peterson, executive vice president of sales and service. “As we developed the dashboard, we carefully considered our agents’ business needs in order to provide the most relevant and easy-to-use resource.”
Homesteaders’ new agent dashboard presents rich data such as sales performance, policy information and commissions in a secure, user-friendly interface. It also provides robust reporting features for pre-need contract details and production trends. In addition, users receive email notifications to help them stay informed about policy activity.
The dashboard also includes a customizable goal management tool that allows general agents to make adjustments to the performance goals for the current year. The “Update Goals” tool helps users set monthly benchmarks based on an agency’s goals, schedule and production experience.
“myHomesteaders is designed to be the market-leading online service and business management portal,” said vice president of marketing Dean Lambert. “This latest release ensures the best-in-class experience our customers and agents expect and deserve from Homesteaders.”
The agent dashboard offers convenient access to Homesteaders’ online enrollment system (available in most states), a tool that provides a fast, error-reducing method for submitting policies. Agents may also easily link to the Homesteaders marketing order system, which features an extensive library of consumer marketing materials and programs aimed at promoting the value of funeral service and advance funeral planning.
For more information about the new agent dashboard or for assistance with the myHomesteaders online portal, contact your Homesteaders account executive or customer service at 800-477-3633.