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 (formerly Life Customer Service, Annuity Contact Center and Claims teams.)
We’ll be implementing an updated verification process for broker-dealers, agencies, banks and representatives of those entities as of February 21, 2020, for any requests for sensitive information or policy changes via a phone call to Protective for Life, Annuity or Claims requests.
The caller must provide all of the following:
- Relationship to the agent (if assistant or back-office support)
- Password (if present)
- Broker-dealer/agency/bank name
Along with two of the following:
- Policy number
- Last four digits of owner’s Social Security number
- Owner’s date of birth
If you have any questions, please contact your Protective Life representative.
Let’s deliver on our promises. Together.