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Simplify the application process by providing a customer's email
July 28, 2022
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.

It's best practice to provide the applicant's email address during the application process, simplifying the process and making it easier to do business with us.

Providing an email has many benefits:

  • New business: Protective Velocity, our suite of digital tools, requires an email address for e-signature/voice sign, electronic policy delivery and online customer service. This accelerates the business cycle and provides your customer an easy way to complete requirements.
  • Post issue: Supplying your customer's email assists our Customer Center in providing more secure and faster customer service/verification.
  • Communication: As we continue to evolve our digital capabilities, having your customer's email on file streamlines how we relay important information to your customer.

Thank you for helping us provide excellent service to your customers!

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Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.

For Financial Professional Use Only. Not for Use With Consumers.