New! Print a Client Summary from EquiNet
The new Generate Report option allows advisors to create a customizable client summary with up-to-date policy details and values. The report is generated in a PDF format and can be easily saved or printed. We believe this report will be especially helpful for advisors who would like to bring an up-to-date policy summary to client meetings.
To access the new "Generate Report" feature:
1) Navigate to EquiNet and login on the right side of the webpage
2) In the "Online Tools & Information Section", select "Individual Inquiry"
3) Search for your client by name or policy number
4) On the client record, click on the policy number button
5) A the top of the screen click on the green "Generate Report" button
6) You will have the option to customize the report sections before pressing print
Do you have clients who would like to generate this report themselves? Encourage them to sign up for Equitable Client Access (our online client portal). Clients who login to Equitable Client Access will be able to generate a similar report with their policy details and values.