In February 2020, we made key updates to our agent authentication process when agents call into the Customer Experience Advocacy Team (formerly Life Customer Service, Annuity Contact Center and Claims teams.) With your feedback, we’ve made changes to our agent authentication process to make the process more streamlined for agents, while still protecting our customers.
Helping clients create a plan to protect their financial futures has never been more important, especially when considering how the COVID-19 pandemic could affect the economy and their plans for retirement.
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!
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.
In an effort to make our Electronic Policy Delivery process easier for BGAs, agents and their clients we will be making several recent enhancements to the platform.
Whether you’re trying to get pending business placed before the end of the year or trying to get ahead for 2020, this time of year can be stressful. During this hectic time, it can help to slow down a little and reflect on the past year and all the accomplishments we have made.
Recently, we communicated that we’ll be updating our product portfolio before the end of 2019 to reflect the 2017 Commissioner’s Standard Ordinary (CSO) Table and Principle-Based Reserving (PBR) requirements. Our revised product portfolio is now available!