Operations news to support your business
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05/17/2023
Beginning July 1, paper applications will be discontinued in New York
Due to New York filing requirements, we will move to a fully digital/online application submission process for most New York state approved Protective products, effective July 1, 2023.
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05/17/2023
See what's changed with our updated underwriting guidelines
Protective's Underwriting team works to help you protect the people who rely on your clients. On May 10, we updated our underwriting guidelines.
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04/19/2023
April 2023 – best practices to ensure your life insurance applications are "in good order"
We want to make submitting life insurance business easy and efficient every step of the way. Here are a few tips to help ensure accuracy and reduce errors when you're completing life insurance applications.
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04/19/2023
Ongoing enhancements for Protective Velocity
From application submission to sales commission, Protective Velocity – our suite of digital solutions – makes it easier and quicker to do business with us. Read on to learn about ongoing enhancements.
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03/22/2023
The latest Protective Velocity online Part II enhancements
As we continue to optimize our digital tools, we want to share some exciting new capabilities with our Velocity online Part II offering to save you and your customers time and provide a better self-service experience.
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02/14/2023
Clients can download 2023 tax documents at myaccount.protective.com
Protective offers convenient and secure self-service options that allow customers to easily manage their accounts online and view important tax information. Clients can now sign in or register their MyAccount profiles today to easily download the documents they need to get through the 2023 tax season.
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01/18/2023
Face amount solve now available for Protective® Strategic Objectives II VUL
Protective's EZ App now allows you to solve for the death benefit – or more precisely, the face amount – based on a specified premium the client's budget can accommodate.
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01/18/2023
Protective Velocity's digital Part II now automatically opts-in clients
We will now automatically opt clients in to complete our online medical questionnaire, with the ability and flexibility to opt-out and utilize our TeleLife team to answer the Part II questions over the phone. This includes EZ-App, iPipeline, and other platforms as launched.
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12/05/2022
Protective now requires multi-factor authentication for direct link EZ-App users
As Protectors of customer and producer data, your login experience to EZ-App via the website at ezapp.protective.com/agent/login now contains multi-factor authentication. This aligns with our security standards across all Protective website domains that require login credentials.
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12/05/2022
Best practices to ensure your life insurance applications are "in good order"
We want to make submitting life insurance business easy and efficient every step of the way. Here are a few tips to help ensure accuracy and reduce errors when you're completing life insurance applications.