Leverage these tools to assist you in servicing and retaining the foundation of your business — your existing clients.
View status of new agent contracts
If you're affiliated with a Broker General Agency (BGA), use our Agent Status Lookup Tool to submit new contracting paperwork and confirm when agent contracts have been set up.
![Financial professional using Agent Status Lookup Tool to confirm when agent contracts have been set up.](/-/media/project/pli/finpro/media-components/doing-business/tools/existing-business/existing_business_tools-media1-image.png?h=560&iar=0&w=560&hash=51FF5D78314028BB7BD7420546EFDC5C)
![Financial professional getting summary of their book of insurance business using an online tool from Protective.](/-/media/project/pli/finpro/media-components/doing-business/tools/existing-business/existing_business_tools-media2-image.png?h=560&iar=0&w=560&hash=3121C535040DFEC7521FA1EF34D994F4)
Get a summary of your book of business
See activity and values for a client’s life insurance policy or contract. Plus, ensure you’re always knowledgeable of your annuity business with instant access to client contract information, transaction history and more.
Stay on top of delinquent premiums
Review a weekly report of your in force policies with outstanding payments, so you can follow up with clients and prevent policies from lapsing.
![Financial professional reviewing a weekly report of delinquent insurance premiums using Protective online tool.](/-/media/project/pli/finpro/media-components/doing-business/tools/existing-business/existing_business_tools-media3-image.png?h=560&iar=0&w=560&hash=682176762193F8859A2C8EBF8052ED3D)
![Financial professional reviewing a report of the correspondence their clients have received from Protective.](/-/media/project/pli/finpro/media-components/doing-business/tools/existing-business/existing_business_tools-media4-image.png?h=560&iar=0&w=560&hash=48D79C21EB22CDDBD134DEF0BFED05ED)
Know when we're reaching out to your clients
Keep in the loop by scanning a weekly report of correspondence your clients receive from Protective Life.
Be aware of your production status
If you’re affiliated with a Broker General Agency (BGA), you can use our ProFacts reports to monitor the production status of your business, including lapses/reinstatements, on a monthly and yearly basis. This includes your monthly production scorecard.
![Financial professional reviewing a ProFacts report about the production status of their business.](/-/media/project/pli/finpro/media-components/doing-business/tools/existing-business/existing_business_tools-media5-image.png?h=560&iar=0&w=560&hash=EEC42F8C38285D757E7D1EB93947254B)
![Financial professional easily accessing fund information online using Protective's interactive tool.](/-/media/project/pli/finpro/media-components/doing-business/tools/existing-business/existing_business_tools-media6-image.png?h=560&iar=0&w=560&hash=D63BFCA5DB1BEEF676949E33D898F80A)
Keep fund information and performance top of mind
The requirements of an existing customer can change. Be ready with the best option for their needs. Use our variable trust tool to review the performance of variable annuity and variable universal life insurance investment options, as well as our variable annuity model portfolios.
Other related topics
![Financial professional using Protective's new business tools to explain products to clients](/-/media/project/pli/finpro/other-related-topics-images/tools_for-every_stage_of_the_sales_cycle.png?h=329&iar=0&w=330&hash=F9660E94BA1B2532BC95221CC5E85006)
Tools for every stage of the sales cycle
![Financial professionals using laptop to review Protective's current and future rates.](/-/media/project/pli/finpro/other-related-topics-images/review_our_current_and_future_rates.png?h=329&iar=0&w=330&hash=E45C5DF55A7FF24FB18D57F7660B75A0)
Review our current and future rates
![Financial professional using laptop to access forms from Protective.](/-/media/project/pli/finpro/other-related-topics-images/get_the_forms_you_need_to_do_business.png?h=329&iar=0&w=330&hash=55EB7E1C725D5CC598E081B98840F006)
Get the forms you need to do business
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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