Underwriting support | Protective

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Underwriting support to help you place more cases

We know that underwriting is pivotal to your success with your clients. We have highly experienced underwriters, a competitive underwriting philosophy and a number of unique strategies and programs designed to help you get clients the best risk class possible.

View our detailed support guide

Download our underwriting guide for everything you need to know about our specific guidelines and requirements. Information includes age and amount requirements, preferred class guidelines and financial underwriting.

A financial professional taking simple steps to complete underwriting on a life insurance policy.

Additional helpful underwriting resources

We offer several resources to help make the underwriting process smoother for you and your clients.

Underwriting highlights

Gain a better understanding of key areas where we can help you deliver the best underwriting offer to your client the first time.

Our underwriting approach

Learn more about our approach to underwriting and how we competitively classify certain medical and non-medical underwriting situations.

Underwriting build chart

View the minimum and maximum height and weight limits for each risk class.

ProCredit underwriting program

Find out how this program can improve an underwriting decision by one class (Standard to Preferred) for qualified applicants.

Other related topics

Protective life insurance client confirming underwriting details over the phone.

PLUS: underwriting made quick and easy

Financial professional submitting a life insurance application with Protective Velocity on his phone.

EZ-App℠: Submit life insurance forms electronically

Financial professional checking Protective application status updates on a tablet

Get up-to-date pending application status information

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