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.
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.
Other related topics
Submitting business with speed and efficiency
Underwriting interview support using Protective Velocity
Submit applications with Protective Velocity’s drop-ticket tool
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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