Managing Your Book of Business
Your Online Servicing Book of Business features user-friendly navigation; the ability to search, sort, and filter contracts and client information; and one- click access to client profiles and contract details.
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 in the main details area.
You can also view your Book of Business by product type when selecting a prefiltered view.
Your Book of Business organizes your clients by annuity and life insurance contracts. Use the toggle feature to go between your lines of business.
To Find Information, You Can:
Search by client name or contract number.
Sort by client name, effective date, and more.
Filter by product type.
To Manage Information, You Can:
Generate multiple predefined or customized reports.
Download all or specific parts of your Book of Business as a PDF or Excel file.
Select a contract number to review individual contract details.
View the contracts held by individual clients. Select a contract to see its details.
