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Operations

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New process for electronic health records

We’ve heard your feedback on the length of time APS ordering can take and know how much time is involved when ordering health records for your clients. As a result, Protective has introduced a new process to request electronic health records to help reduce the amount of time involved with regular APS orders.

Accelerate your business with Protective Velocity

From application submission to sales commission, Protective Velocity – our suite of digital solution – makes it easier and quicker to do business with us. Continue reading to learn about recent enhancements and improvements to the annuity pending business dashboard and updated EPD client timeline.