Operations news to support your business
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11/15/2022
Protective Velocity: See the latest updates to digital Part II
In October, we launched Velocity’s digital Part II, giving you the ability to opt your clients in to answer Part II medical-related questions online. Continue reading to learn about the latest updates to Part II, including availability in all states, extension of the online interview timeline, and two new guides to assist your Velocity applications.
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10/17/2022
2022 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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10/17/2022
Improved TeleLife interview for juveniles
We heard your feedback and have updated the juvenile Telelife interview questions for minor insureds.
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10/17/2022
Have you experienced Velocity's digital Part II yet?
For those clients who may not have the time or feel rushed when answering personal medical questions via a phone interview, now there's an option to enter their information online, on their time.
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09/21/2022
Move your business forward with Protective Velocity
Protective Velocity makes it easier and quicker to do business with us, from application submission to sales commission. Continue reading to learn how you can give clients a better application experience with our digital Part II launching October 6.
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09/21/2022
Languages accepted at Protective
As a reminder, Protective can only accept or service applications from applicants who speak and read either English or Spanish.
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09/21/2022
Revised save-age form is available on MyProtective
To provide a better customer and agent experience, the save-age form PN-100 has been updated and is now available on MyProtective.
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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.