Enhanced New Business Text Alerts

We’re excited to announce we’ve enhanced our automated text messages for pending New Business status alerts. After you’ve submitted a new app to Nassau, regular updates about where you are in the New Business process are critical. Messages are triggered by processing updates as frequently as every two hours on business days between 9 a.m. and 5 p.m. ET. Messages are sent for the following milestones in the New Business cycle:

  • New Contract Submission
  • Suitability Approval (NEW)
  • Funds Requested/Received (NEW)
  • NIGO Created/Satisfied
  • Contract Issued
  • Contract Closed
  • Contract Mailed (NEW)

If you have any questions, please call our New Business Team at 800-541-0171. We’re always working harder to be your carrier of choice.

Not Receiving Text Alerts? Enroll Now!

To start receiving text notifications, first log into your SalesNet account. Next, access your profile under “Hi, First Name” and enter your mobile phone number in the “Alert Preferences” section. You will be prompted to verify your number with a confirmation code and accept the terms of use to complete enrollment.

To be mindful of your client’s privacy, text messages will include a status alert, the last four digits of the case number, client’s first initial and full last name, and a short link directly to the full status details on SalesNet (log in required).


Disclosures

For IMO/Producer Use Only. Not for distribution to the public.

Annuities are issued by Nassau Life and Annuity Company (Hartford, CT) except in New York where annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Medicare Supplement insurance is offered by Nassau Life Insurance Company of Kansas (Overland Park, KS). Products may not be available in all areas and are subject to state approval. Nassau Life and Annuity Company, Nassau Life Insurance Company and Nassau Life Insurance Company of Kansas are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations. BPD41748

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee

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Anthony LaRosaEnhanced New Business Text Alerts