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Servicing business

We're by your side to help you service your business after the sale. We’ll also support your clients for the life of their policy or contract.
Keep tabs on and service existing business
Find all the tools you need to manage your business in one place. Log in to your dashboard to track pending cases, view in-force policy and contract details, access client correspondence and delinquent premium reports, and more.
Financial professional getting summary of their book of insurance business using an online tool from Protective.

Find support for servicing your existing business

Support for in-force life business

Our team is available to help with questions and inquiries on a client’s in-force policy, including:

  • Policy maintenance
  • Disbursements
  • Changes such as premium mode, bank draft, beneficiaries and ownership

Hours of operation:
Monday - Thursday: 7 a.m. - 6:30 p.m. CT
Friday: 7 a.m. - 5 p.m. CT

Support for annuity contracts

Our team is available to help with questions or inquiries on a client's annuity contract, including:

  • Contract values
  • Portfolio breakdowns
  • Unit values
  • Recent transactions
  • PIN changes

Hours of operation:
Monday - Friday: 7:30 a.m. - 5:00 p.m. CT

A client and her multi-generational family gets information from a financial professional on how to access her Protective MyAccount.
Help clients stay connected to what’s important with MyAccount
MyAccount is simple to set up, with convenient and secure digital capabilities that make life easier for your clients. Plus, it takes some of the administrative work off your plate. You can help clients register for MyAccount at

Use our flyers to learn more about the benefits and share them with clients.

Other related topics

A financial professional using a laptop to check on the status of her client's claim with Protective.
Support a life insurance or annuity claim
financial professional reviewing Protective's commissioning and contracting information
Licensing and commissions resources
Financial professional using Protective resources to support her conversation with clients
Resources to support your client conversations
We're here for you
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.