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From: Operations
To: Advisors, Affiliate Advisors, Managing Directors, Associate Managing Directors, Office Managers, Home Office Staff
Date: August 26, 2016
Regarding: BrokerGear to be Replaced by DataView
Good news! The BrokerGear portal, which is used to view your pending cases and inforce business, is being replaced by a new and improved portal called DataView. The portal will go live Monday, August 29th. DataView will be available on Futurity Source from the homepage and from Quick Links.
- Search for paid, pending and closed cases
- See and reply to alerts from your case manager
- See all of your pending cases at-a-glance
- New printing functionality
- View your licenses and appointments
For more information, please contact Linda Rowin or Pam Guevara.
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101 Centerpoint Drive, Suite 208, Middletown, CT 06457
www.FuturitySource.com | 860.838.4800
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