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Keep new business moving with our pending business dashboard

You want your clients to get the protection they need smoothly and quickly. Our pending business dashboard gives you real-time status updates and information on the next steps so you can keep your new business moving.
How to use our pending business dashboard
Watch our instructional video on how to keep track of your submitted business using our pending business dashboard. You’ll learn how to view current status, check outstanding requirements, upload documents and send correspondence.
illustration of Protective video explaining how to use the pending business dashboard
Here’s a reference guide with detailed instructions
Download our reference guide for a detailed review of the information and activities available on each section of the pending business dashboard. You’ll find step-by-step instructions and visuals to manage your submitted business using this helpful tool.
financial professional keeping business moving by reviewing his Protective pending business dashboard.

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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.
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