New “view only” feature on Business Plan Service Center keeps you current on clients’ plans

For real-time details on your business clients’ life and/or individual disability insurance (IDI) plans with Principal^®, a new “view only” feature is now available to you on the Business Plan Service Center (BPSC)—an online resource designed to help support your clients. This new feature enables you to see what your clients see when they go to the BPSC dashboard—and that front-line view can give you an advantage in helping to guide your clients’ plan experience and address their questions.

You can quickly access the BPSC dashboard from our financial professional site under the “My Customers” panel for the following client information:

•    Life plans: Billing status, plan census, and key documents mailed to clients. 
•    IDI plans: Billing status and plan census. Watch for additional features in the future.

Initially, view-only access is available to just you. Throughout the year, online access will be expanded for your support teams and office staff.

Encourage clients to access their plans on our Business Plan Service Center

Your business clients can easily set up credentials to gain access to the BPSC now by:

•    Completing the Key Decision Maker form and submitting it to their Principal contact.

Today, the Business Plan Service Center offers clients an easy-to-use dashboard where they can self-serve and manage their life plans online, including:

•    View and pay bills – even enroll in autopay
•    Access customer service forms
•    View plan and policy documents
•    Utilize on-demand reporting 
•    Download census files

In the coming months, clients can self-serve and manage their IDI plans online, as we’re building out similar functionality and capabilities on the BPSC dashboard—watch for future communications about this.

If you have questions, contact the Advisor Support Team at 800-554-3395.