Upgrades to Our Processes and Platforms

New Policy Owner Options Available: We have updated permissions to allow payors other than proposed insured (PI) and policy owner (PO) to enter the payment process. This change went into effect on December 13, 2023. Learn more here.
 
Partner Dashboard upgrade: Our traditional AppAssist and Horizon digital applications have been upgraded to provide near real-time updates. Say hello to faster statuses when visiting “My Business List.”
 
Application Locked Message: A message will now appear in the event of a temporarily locked application. With enhanced clarification comes better advisor and client user experiences. 

National Technology Day: In honor of National Technology Day on January 6th, we celebrated our superheroes, our IT team, and how they’ve accelerated innovation and knocked out manual processes, streamlining applications, and faster cycle times.