Servicing your life insurance and annuity business

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.

Access dashboard

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 – Friday: 7:00 a.m. – 5:00 p.m. CT
800-866-9933

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
800-456-6300

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 myaccount.protective.com/login.

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

Download annuity flyer

Download life flyer