In January, we announced that we will be making some improvements to the Electronic Policy Delivery (EPD) platform. Find out what features are now available and how they can benefit you!
When it comes to retirement planning, many clients tend to underestimate retirement risks because they expect to rely on income from their Social Security benefits and pension plans. Find out how you can help clients feel more confident when it comes to their retirement plans.
At Protective Life, we realize your time is important so we’re always looking for ways to help reduce application cycle times. With TeleLife text messages, you can get streamlined front-end cycle times, resulting in an expedited policy delivery to clients.
An important part of running a successful business is ensuring that you are protected from the unexpected, which is why Protective Life & ProEquities sponsor a competitively priced E&O program for its agents, registered representatives and investment advisor representatives. We recently announced some changes to this program, which agents will need to enroll in by March 30, 2020 to continue their coverage.
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.
We know that underwriting is a pivotal part of a successful sales process. That’s why we continue to make enhancements to our underwriting guidelines that can make doing business with us easier and more client-friendly.