Continuous Velocity enhancements are being implemented making it easier and faster to do business with us. We are excited to share that even more updates have been made.
Annuity Suitability Program
Online resources are available for Protective Life’s Annuity Suitability Program to help ensure producers comply with applicable suitability laws and regulations.
Tips for getting business completed by the end of the year
With the fourth quarter already underway and the end of the year right around the corner, getting last minute business completed can be tough. Luckily, there are a few things you can do to help increase the chances of converting submitted applications to placed business by year-end.
Beat postal delays with Protective Velocity
With year-end deadlines coming up, the benefits of using electronic capabilities through Protective Velocity are more valuable than ever. If printed documents must be sent to Protective Life, we encourage you to leverage services like FedEx or UPS to avoid delays.
Protective Velocity improvements
Continuous Velocity enhancements are being implemented making it easier and faster to do business with us. We are excited to share that even more updates have been made.
Even more Velocity improvements
In the past four issues we discussed improvements to make it easier and faster to do business with us. We are excited to share that even more updates have been made.
2020 Holiday schedule and year-end processing guidelines
As we near the end of the year, the following holiday schedule and year-end business processing guidelines will help expedite your business.
Protective Velocity has Even More Enhancements Coming
In the past three issues we discussed improvements to Protective Velocity to make it easier and faster to do business with us. We are excited to share that even more updates have been made.
Check Out Our TeleLife® EZ-Worksheet — Your Alternative to Paper Applications
With our TeleLife EZ-Worksheet, you can ditch submitting our traditional paper applications and add valuable time back into your day. After this worksheet is submitted, clients will complete a tele-interview and be screened for PLUS — Protective Life Underwriting Solution — giving them the opportunity to qualify for accelerated underwriting.1
Reminder of the Claims Handling Requirements in CA
We want to remind you, as directed by subsection 2695.5(d) of the California Fair Claims Settlement Act, all agents licensed within the state of California are required to immediately forward notice of all claims received to the insurer. Click to find out more!