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Insurance and Annuity Solutions for the Financial Services Professional

MileStones Client Management Program

MileStones is an exclusive client management program created by TNBC to keep you proactive and identify opportunities from your existing client database.

Key Features:
  • Web-based Client Management Program
  • E-mail Alert System notifies you of significant client events
  • Review and maintain client and policy data
  • Ability to add new clients and prospects to the system
  • Request new quotes and updated policy information
  • Create custom event notifications

Introduction Video

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Copyright 2018 The National Benefit Corp. All Rights Reserved. Contact UsDisclaimer • 5022 Grand Ridge Drive • West Des Moines, IA 50265 • Toll-Free: 800.275.8622 • Phone: 515.243.3503 • Fax: 515.243.8683
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. TNBC is not affiliated with The Leaders Group, Inc.