Effective now, Protective has changed our form requirement related to non-parental (parent or legal guardian) ownership on a life insurance policy for a minor.
When submitting a life insurance application with Protective, it is best practice to provide the beneficiary’s Social Security Number (SSN) and date of birth (DOB). Obtaining the beneficiary SSN and DOB during application results in faster claim servicing and verification for our beneficiary clients, and helps you fulfill Know Your Customer and anti-money laundering (AML) requirements.
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.
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.
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 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.
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.
For EZ-App℠ users, TeleLife just made it easier to ensure customers get and stay engaged in the underwriting process. When they complete a portion of the interview online, you’re one step closer to helping them reach their protection goals.
Did you know that with Protective Velocity, you can automatically issue policies after they have been approved? Continue reading to learn more.
Protective Velocity makes it easier and quicker to do business with us. Continue reading to learn about the latest enhancements to EZ-App for Protective IndexedSM Choice UL quoting.