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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PLAG.5357061.12.23
PLAG.5357061.12.23