Protective Velocity focus: Automating issue
February 22, 2022
With Protective Velocity, our suite of digital tools, we can help streamline your processes to help speed up production time and drive your business forward. One of the ways we're clearing a path to an expedited life insurance process is by automatically issuing Protective policies after approval or offer acceptance.
Did you know?
With Protective Velocity, you can automatically issue policies after they have been approved. This automation supports and streamlines the underwriting process and helps reduce administrative work.
Once a case moves into issue status, it will auto issue if approved as is, or better than applied for. This will result in quicker turnaround time on cases and faster policy issue with less manual touches.
Please note that this feature is not available for the illustrated products Protective IndexedSM Choice UL and ProClassic IISM UL.
To learn more, contact your Protective representative today.
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CLA.3396208.12.21
For Financial Professional Use Only. Not for Use With Consumers.