New client dashboard
We can’t control the uncertainty around us, but we can make it easier for you to do business with us.
Now more than ever, we understand how important it is for you to track contract values and make requests online. So we’re implementing a new client dashboard. The dashboard has:
- more intuitive navigation
- a larger, colorful display format
- easy-to-find values and request options
Here is how to access the new dashboard
Select image to view larger
On the classic view of the client dashboard, select the Switch button to move to the new client dashboard.
To switch back to classic view
Select image to view larger
To switch back to the classic view, select the text in the bottom left of the screen.
Account Overview
Updates:
- Easy access to account self-service (What would you like to do today?)
- Summary of all accounts with one-click access to details and values
Classic view
New view -
Annuity and Life
Annuity and Life
New view -
Annuity or Life only
Annuity or Life only
Manage Your Account
Classic view
New view
Policy Details
Updates:
- The policy summary, transaction details, documents, owner/beneficiary information and policy details can be found here
- You can always return to the landing page by clicking back in the upper left corner
Classic view
New view
Summary
Updates:
- Brief overview of key policy values (full policy info under details)
- Key data in easy-to-follow charts
- Agent information always available on right side of screen
Classic view
New view
Transactions
Updates:
- List of account activity
- Search by transaction type
Classic view
New view
Documents
Updates:
- List of all documents (tax forms, annual statements etc)
- Narrow results by document type
- Documents can be accessed here or in the Inbox (see below)
Classic view
New view
Owner/Beneficiary
Update:
- The primary and any continent beneficiaries are listed on this tab
Classic view
New view
Details
Update:
- Policy values and all other key policy information is listed here
Classic view
New view
Inbox (Notifications)
Updates:
- Monitor any account changes, self-service request confirmations and documents here
- Search available to easily locate previous notifications
Classic view
New view
Inbox (Documents)
Updates:
- New documents are archived on this page
- Documents for all policies can be found here or for individual policies under the documents tab
Classic view
New view
Sammons FinancialSM is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.
32444Z PRT 5-20
32444Z PRT 5-20