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Best practice: Tips to ensure accuracy and help reduce errors
March 19, 2024
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.

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:

  • Take time to review with applicants their correct legal name and spelling, address, Social Security number, and date of birth.
  • Check that prior data you have on file has not changed (e.g., new address, name change due to marriage or divorce, etc.).
  • Ensure only one address is listed in the residence address section. Please note that P.O. boxes are not considered to be valid addresses.

Questions? Contact your Protective representative.

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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.

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