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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


Ready to Get Started?

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5022 Grand Ridge Drive • West Des Moines, IA 50265
Toll-Free: 800.275.8622 • Phone: 515.243.3503 • Fax: 515.243.8683