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Agent online access to Protective client policy correspondence

November 02, 2021

Protective Life is dedicated to serving people, building trust, and aspiring for better. To that end, we have improved the communication process to enhance the agent experience and make doing business with us quicker and easier.

Protective Life indexed annuity and registered index-linked annuity in-force policy correspondence currently being mailed to agents, including renewal notices, cap rate changes, and confirmations of customer on-demand requests (such as beneficiary changes and other contract changes) will be available online at, effective December 1, 2021. This change will not impact policy correspondence mailed directly to clients. Clients will continue to receive their policy communications directly via mail.

With this new digital enhancement, we will no longer mail paper copies of the correspondence noted above to agents. Agents will be notified via email when there are new renewal or cap-rate notices to view and have the convenience of accessing those anytime, anywhere, via

To view in-force correspondence, log on to and take the following steps:

  • For annuity correspondence, visit My Business > Existing Business > Annuity Contracts.
  • For life correspondence, visit My Business > Reports & Tools > Client Correspondence.
  • For additional instructions, download a job aid at

For agents who haven't registered for a account, set up is quick and simple. Click here to register today.

As always, we appreciate your business and look forward to continuing to enhance the agent experience.

If you have additional questions, please contact your Protective Account Manager.

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For Financial Professional Use Only. Not for Use With Consumers.