Streamline your business with Protective Velocity. Our exclusive suite of digital solutions makes it faster and easier to do business with us. Read on to learn about electronic health record ordering.
Effective immediately: Changes to life applications and HIPAA forms
To provide a better customer and agent experience, Protective has updated the paper life insurance application form PL-400 and the Premium Payment Allocations. The HIPAA form has also been updated.
Introducing “In the Loop”
In 2021, Protective updated our brand to help elevate all the things that make us who we are, capitalize on our strengths and allow customers to see themselves as part of the Protective story. As an extension of our new brand, we’re now updating the name of our newsletter from “Know What Matters” to “In the Loop.”
Update to cross-border sales rules
Protective wants to make sure you stay informed and compliant regarding rules and regulations within our industry. Effective April 11, we are not able to accept applications for non-resident (aka, cross-border) sales to residents of Minnesota, Mississippi and Utah. This may affect the processing of your submitted business with us.
The latest enhancements to Protective Velocity
We are always excited to share the latest updates to Protective Velocity, our suite of digital solutions that makes it easier and quicker to do business with us. Read on to learn about recent enhancements.
Protective Indexed ChoiceSM UL rate changes
We are pleased to inform you that we’ve increased Protective Indexed Choice UL’s illustrated and loan charge rates so you can better serve your clients.
Customers can manage their policies and contracts from anywhere with My Account at Protective
Protective offers convenient and secure self-service options that allow customers to quickly manage their accounts online. By visiting myaccount.protective.com, customers can register for an account and perform several online updates.
Move your business forward with Protective Velocity
From application submission to sales commission, Protective Velocity – our suite of digital solutions – makes it easier and quicker to do business with us. Read on to learn about additional enhancements to EZ-App for Protective IndexedSM Choice UL quoting.
Protective® Classic Choice term in NY is now available on iGO
We’re excited to announce that Protective Classic Choice term in New York is now available on the iPipeline iGo platform!
Protective honored in Forbes Advisor’s list of Best Insurance Companies of 2022
As we continue our journey to protect more people, we are pleased to share that Protective was honored in Forbes Advisor’s list of Best Life Insurance Companies of 2022. As a special callout, Protective earned the unique accolade of Best for Universal Life Insurance.