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Customer Information

Example of a Customer Information screenWith a login to Principal eFP, this one link gives you access to all of your customer accounts with The Principal.

With permission, you can provide value-added service to top clients by performing transactions for some products.

With the comprehensive customer information that's available online, you can:

  • Service customers more efficiently - access up to date information when you need it.
  • Increase your ability to meet customer needs - the summaries available for some products make it easy for you to identify when to contact customers to try to retain their business and review their coverage to better meet their needs.
  • Spend less time tracking down information - many reports are updated daily so you know the status of new business and requested changes.

What would you like to do next?

Note: not all features available for all products.