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.
We know you’re operating on all cylinders and working hard to place business, so we’ve created a list of tips for easy reference when preparing paper applications and product illustrations.
Keep your business going strong in 2020 by making sure your cases are efficiently pushed through our new business process. For a full set of guidelines, take a look at our Initial Premium Acceptance Rules.
There’s a lot at stake when helping clients prepare for retirement — especially if systematic withdrawals are part of their plans. A poor sequence of returns early in retirement can hit clients’ portfolios without warning and weaken their ability to fund the next 20 or 30 years of their lives.
We have recently updated our Pending Business website to help our distribution partners efficiently and effectively manage their business. We want to make sure we keep our partners updated on the latest developments in their pending business.