Protective Life is committed to serving our customers and providing valuable products. Due to the current interest rate environment, and particularly the decrease in yields over the past few weeks we find it necessary to implement new premium limits for certain products.
In January, we announced that we will be making some improvements to the Electronic Policy Delivery (EPD) platform. Find out what features are now available and how they can benefit you!
When it comes to retirement planning, many clients tend to underestimate retirement risks because they expect to rely on income from their Social Security benefits and pension plans. Find out how you can help clients feel more confident when it comes to their retirement plans.
At Protective Life, we realize your time is important so we’re always looking for ways to help reduce application cycle times. With TeleLife text messages, you can get streamlined front-end cycle times, resulting in an expedited policy delivery to clients.
An important part of running a successful business is ensuring that you are protected from the unexpected, which is why Protective Life & ProEquities sponsor a competitively priced E&O program for its agents, registered representatives and investment advisor representatives. We recently announced some changes to this program, which agents will need to enroll in by March 30, 2020 to continue their coverage.
As a reminder, Protective Life can process APS reimbursements via EFT to help simplify your business and credit your balance account faster. Review these guidelines and fill out the APS Reimbursement Request form to get started.
At Protective, we want to make the TeleLife process as simple as possible for you and clients alike. To help that effort, we’ve recently updated our process with greater efficiency in mind. Find out how this can benefit your business!
Last year, we launched Protective Velocity — our suite of digital capabilities — to make doing business with us even faster and easier. We have recently received updated metrics, and the results speak for themselves.
At Protective, we know your time is valuable, so we want to make sure we consistently provide you with the best possible service and underwriting for your informal business.
Protecting our clients is extremely important at Protective, and we continually look for ways that we can better protect them in our rapidly changing industry. To help this effort, we are making changes to the agent authentication process when agents call into the Customer Experience Advocacy Team.