Homesteaders Releases Enhanced Online Agent Dashboard

July 29, 2014
Advertisement

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 VP-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.

Advertisement

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 VP-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.

Homesteaders Life Company provides products and services to promote and support the funding of advanced funeral planning and end-of-life expenses. Visit homesteaderslife.com to learn more.

CDFuneralNews

ConnectingDirectors.com is the leading online daily publication for funeral professionals with a reader base of over 45,000 of the most elite and forward-thinking professionals in the profession. With ConnectingDirectors.com we have created a global community through an online platform allowing funeral professionals to Stay Current. Stay Informed and Stay Elite.
Advertisement

You may be interested

Jobs
2 views

Preneed Funeral Sales Advisor

CDFuneralNews - August 11, 2017

Premier Funeral Solutions is currently seeking a Preneed Funeral Sales Advisor . Premier Funeral Solutions offers tools and methodologies developed to help…

12 Benefits of Social Media Every Funeral Home Needs to Know
Marketing
3 views
Marketing
3 views

12 Benefits of Social Media Every Funeral Home Needs to Know

Ryan Thogmartin - August 10, 2017

Social media is 'marketing.' It's not the new marketing, it's the current state of marketing, and funeral homes and death care companies can no longer afford to ignore it. There are so many reasons why death care companies need to get their heads out of the sand and start engaging on the platforms used by over 68% of all Americans.

Six Times Twitter Reminded Us Funerals Don’t Have to be Boring
Humor
57 views
Humor
57 views

Six Times Twitter Reminded Us Funerals Don’t Have to be Boring

Madison Ashby - August 9, 2017

These six people had funerals on their mind for one reason or another and decided to share with the Twitter world what they were thinking, and I’m pretty glad they did. People can come up with some pretty crazy things if you let them ramble.

Comments