Penn Mutual InSight 1.0.2

This application is exclusively designed for Penn Mutual financial advisers.

Effectively manage your Penn Mutual client portfolio with ease and speed using InSight. Access detailed policy information, monitor new business and pending applications, review activity alerts, fulfill requirements, view correspondence, and more.

• Values:
  • Death Benefit
  • Policy Value
  • Cash Surrender Value
  • Paid-Up Additions
  • Fund Balances
  • And more

• Details:
  • Client Correspondence
  • Transaction History
  • Payment History
  • Policy Delivery Receipts
  • Policy Pages
  • And more

• Transactions:
  • Rebalance
  • Fund Transfers
  • Future Premium Allocations

Experience accelerated business operations with InSight, facilitating streamlined financial management and enhancing professional efficiency.