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.
Check out the latest Protective Velocity updates
Streamline your business with Protective Velocity, our suite of digital solutions that makes it easier and quicker to submit applications and close the sale. Read on to learn about recent enhancements and ongoing improvements.
Remember the Initial Premium Acceptance Rules as you continue through 2021
Keep your business going strong in 2021 by making sure your cases are efficiently pushed through our new business process. For a full set of guidelines, review our Initial Premium Acceptance Rules.
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.
Protective Velocity updates to move your business forward, faster
Ongoing improvements for Protective Velocity make it easier and quicker to do business with us. Continue reading to learn about enhancements to offer acceptance from the pending business site.
Improved access to customer life policies
By popular demand, distribution partners are now able to access the same web capabilities that our customers have on our website to view their inforce life policies.
Protective Velocity updates to move your business forward, faster
Ongoing improvements for Protective Velocity make it easier and quicker to do business with us. Continue reading to learn about enhancements to pending business workflows.
Save even more time with Protective Velocity
Our portfolio of digital capabilities can help you speed up production, deliver policies faster and easier, and drive your business forward. Whether you use all or just one of Protective Velocity’s suite of digital capabilities, business cycle times can be accelerated.
Ongoing improvements for Protective Velocity
Ongoing improvements for Protective Velocity make it easier and quicker to do business with us. Continue reading to learn about the new offer acceptance capability from our pending business site.
Tips for making the paper application process smoother
Save time and hassle when submitting paper applications and product illustrations by referring to these guidelines that can minimize re-work.