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Best practices to ensure your life insurance applications are "in good order"
December 7, 2022
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.

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.

  • Include as much beneficiary information as possible when submitting applications.
    • Supplying the beneficiary's Social Security Number and date of birth provides identifying information up front that can help speed up the claims process.
  • Do not include physical checks with your mailed in Velocity's Telelife pre-applications – send separately according to premium mailing instructions.
  • Use black ink on all hard-copy forms. It improves legibility on digital copies.
  • Do not embed images within emails – please attach documents to emails.
  • Save photos as PDFs to send requirements (some photos contain too much data and will be pixelated).
    • Formats: PDF, JPEG, TIFF.

Read more application and illustration best practices here. For questions about submitting life applications, contact your Protective representative.

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