Skip to Content
Graphic hero indigo
Graphic hero indigo

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.
Screen capture from 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.

Other related topics

An illustration representing a family protected by life insurance.
Everything you need to submit life business with us
TeleLife team member reviewing Protective life insurance policy details with a client over the phone.
TeleLife%%®%%: Take administrative work off your plate
Financial professional submitting a life insurance application with Protective Velocity on his phone.
EZ-App℠: Submit life insurance forms electronically
We're here for you
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.
WEB.3148801.09.21