We are excited to add a new agent service feature to our Dashboard. This feature will provide you with a portal to information that you access daily – the real time status of your cases, appointments and licensing. Once you login to the Dashboard, you will see four new links:

  • Case status: view all of your pending policies (issued policies are being added daily)
  • Check carrier appointments: view all of your carrier codes with WealthVest
  • Update contact information: let us know where we can reach you
  • State licensing information: view your state licenses on file with WealthVest*

Only cases submitted after July 1, 2011 will be available through this service.

You can access the Dashboard here and Agent Services can be found halfway down the page.

We will hold two webinars to walk you through the functionality of this new area – one on November 9th at 11:00 AM EST (Register Now) and one on November 16th at 2:00 PM EST (Register Now). Invitations to these webinars will follow shorty.

Feel free to explore this new area of the Dashboard on your own, but please be advised that we will not be answering questions in real time until after the completion of the webinar. Preliminary questions and feedback can be sent to support@wealthvest.com.

*State license numbers are currently being entered into the system and will be completed by November 25th.