Accessing Your Clients’
Policy Details
Online Servicing makes it easy to quickly locate and access your clients’ contracts as well as generate predefined and custom reports.
Getting Started
Log in to your brighthousefinancialpro.com account and launch Online Servicing.
You can access your Book of Business in two ways: in the navigation bar near the top of the screen or the main details area.
Access policy details by entering a client name or contract number.
Click into a client’s name for a listing of their contracts.
Or click a contract number to display that contract.
Once you have clicked into the contract, you will view its detail page.
Navigating Contract Details
Use the left sidebar to jump to specific sections of the contract. Contract sections include: Contract Details, Client Information, Investment Details, Premiums and Distributions, Special Programs, Documents and Forms, and Account Activity.
Sections may contain more information than is shown. Select More Details to view additional information.
Use the I want to drop-down menu to view other items pertaining to your client’s contract, such as Prospectus, Recent Statements, and Servicing Forms.
You can generate a report with these details as a downloadable PDF or Excel file.
