Leverage these tools to assist you in servicing and retaining the foundation of your business — your existing clients.
View status of new agent contracts
If you're affiliated with a Broker General Agency (BGA), use our Agent Status Lookup Tool to submit new contracting paperwork and confirm when agent contracts have been set up.
Get a summary of your book of business
See activity and values for a client’s life insurance policy or contract. Plus, ensure you’re always knowledgeable of your annuity business with instant access to client contract information, transaction history and more.
Stay on top of delinquent premiums
Review a weekly report of your in force policies with outstanding payments, so you can follow up with clients and prevent policies from lapsing.
Know when we're reaching out to your clients
Keep in the loop by scanning a weekly report of correspondence your clients receive from Protective Life.
Be aware of your production status
If you’re affiliated with a Broker General Agency (BGA), you can use our ProFacts reports to monitor the production status of your business, including lapses/reinstatements, on a monthly and yearly basis. This includes your monthly production scorecard.
Keep fund information and performance top of mind
The requirements of an existing customer can change. Be ready with the best option for their needs. Use our variable trust tool to review the performance of variable annuity and variable universal life insurance investment options, as well as our variable annuity model portfolios.
Other related topics
Tools for every stage of the sales cycle
Review our current and future rates
Get the forms you need to do business
We're here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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