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Submission: On March 10 via api from CH — Scanned from DE
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Form analysis 1 forms found in the DOM
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</form>Text Content
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* 2-Minute Video
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* Aug 04, 2020
GENERATING REPORTS
With Online Servicing, you can easily generate predefined and custom reports –
giving you valuable insight into your Book of Business and individual client
contracts.
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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.
When your Book of Business opens, you will see a group of drop-down menus at the
top of the page: Select Filter, Select a Report, Download, and Clear Filters.
BOOK OF BUSINESS: GENERATING PREDEFINED REPORTS
To create a predefined report, use the Select a Report
drop-down menu to choose the type of report you’d like to create.
To select report criteria, choose values from Available Riders and click the
arrow to add it to Selected Riders.
Use the Export drop-down menu to export the report as either a PDF or Excel
file.
Select Create to download the report.
BOOK OF BUSINESS: GENERATING CUSTOM REPORTS
To create a custom report, use the Select a Report drop-down menu to select
Custom Report.
Choose the type of contract (e.g., annuity or life insurance) you want featured
in your report.
To select report criteria, choose values from Available Fields and click the
arrow to add it to Selected Fields.
Next, choose to export the report as either a PDF or Excel file.
Select Create to download the report.
POLICY DETAILS: GENERATING REPORTS
From your Book of Business, select an individual contract to view.
Use the I want to drop-down menu to export a Contract Details Report as a PDF
file.
LOOKING FOR ADDITIONAL SUPPORT?
Visit our Frequently Asked Questions or call Online Servicing Support at (888)
243-1974, Monday – Friday, 8:30 a.m. – 6:30 p.m. ET.
Related Guides
How-To Guide
ACCESSING YOUR CLIENTS’ POLICY DETAILS
How-To Guide
MANAGING YOUR PROFILE AND PREFERENCES
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© 2022 Brighthouse Financial, Inc.
Brighthouse Financial® and its design are registered trademarks of Brighthouse
Financial, Inc. and/or its affiliates. Brighthouse Financial and BHF are the
trade names for Brighthouse Life Insurance Company, Brighthouse Life Insurance
Company of NY, and New England Life Insurance Company.
Annuities and life insurance are issued by, and product guarantees are solely
the responsibility of, Brighthouse Life Insurance Company, Charlotte, NC 28277
and, in New York only, by Brighthouse Life Insurance Company of NY, New York, NY
10017 (“Brighthouse Financial”). Variable products are distributed by
Brighthouse Securities, LLC (member FINRA). All are Brighthouse Financial
affiliated companies.
In this material, the terms “advisor” and “financial advisor” are used as
general references to licensed insurance professionals and are not intended to
indicate whether the licensed insurance professional is a Registered Investment
Advisor or is otherwise authorized under the law to provide financial advice.
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