Operations news to support your business
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07/26/2022
Simplify the application process by providing a customers email
Did you know that providing a customer's email address can simplify the application process and makes it easier to do business with us? It also gives us a way to easily and quickly relay important information to your customer.
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06/28/2022
Effective immediately: Changes to life applications and HIPAA forms
To provide a better customer and agent experience, Protective has updated the paper life insurance application form PL-400 and the Premium Payment Allocations. The HIPAA form has also been updated.
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06/28/2022
Help accelerate the claims process by providing beneficiary SSN and DOB during application
When submitting a life insurance application with Protective, it is best practice to provide the beneficiary’s Social Security Number (SSN) and date of birth (DOB). Obtaining the beneficiary SSN and DOB during application results in faster claim servicing and verification for our beneficiary clients, and helps you fulfill Know Your Customer and anti-money laundering (AML) requirements.
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06/28/2022
Protective rated the best carrier to do business with
Did you know that two of the industry’s largest Insurance Marketing Organizations (IMOs) recently rated Protective as the best carrier to work with?
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05/24/2022
Introducing “In the Loop”
In 2021, Protective updated our brand to help elevate all the things that make us who we are, capitalize on our strengths and allow customers to see themselves as part of the Protective story. As an extension of our new brand, we’re now updating the name of our newsletter from “Know What Matters” to “In the Loop.”
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05/24/2022
Move your business forward with Protective Velocity
Streamline your business with Protective Velocity. Our exclusive suite of digital solutions makes it faster and easier to do business with us. Read on to learn about electronic health record ordering.
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04/26/2022
The latest enhancements to Protective Velocity
We are always excited to share the latest updates to Protective Velocity, our suite of digital solutions that makes it easier and quicker to do business with us. Read on to learn about recent enhancements.