Operations news to support your business
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03/19/2024
Best practice: Tips to ensure accuracy and help reduce errors
We want to make life insurance submissions easy and efficient. Here are a few tips to help ensure accuracy and help reduce errors when you complete and submit life insurance applications.
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02/22/2024
Simplify tax season: Download 2023 tax documents now – secure, easy and online
You can now easily help your clients by accessing and downloading their tax statements on their behalf if requested. Clients can also download their documents directly from MyAccount.protective.com.
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02/22/2024
Move your business forward with Protective Velocity
A new year means new improvements for Protective Velocity, making it easier and faster to do business with us. Learn more about upcoming enhancements to our suite of digital tools.
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11/16/2023
Keep your business moving with Velocity
Protective Velocity – our suite of digital tools to support the application process – makes it easier and quicker to do business with us. Read on to learn about Velocity's upcoming and latest capabilities.
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11/16/2023
Gain more control over your business with iPipeline
Protective has enabled the Go/No Go functionality on iPipeline to provide firms with more control and oversight over their business. We have also enabled the ability for multiple agents to be added to a policy on iPipeline.
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10/18/2023
2023 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.
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10/18/2023
Protective recognized by Newsweek for Best Customer Service
We're excited to announce that Protective has topped the Life Insurance subcategory list of Newsweek's America's Best Customer rankings!
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10/18/2023
The newest Velocity improvements to keep your business moving faster
Protective Velocity makes it easier and quicker to do business with us, from application submission to sales commission. Continue reading to learn about Velocity's newest capabilities, including contact strategy and Instant Issue.
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09/19/2023
Digital Part II contact strategy: You gave feedback – and we listened!
Protective has updated our contact strategy to allow customers more flexibility and time to complete their life insurance interview either online or with TeleLife.
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08/21/2023
Our new self-service customer portal is now available
From the new Protective Velocity customer portal, clients can schedule interviews, check policy status and submit and sign applications – all in one place.