Ongoing enhancements for Protective Velocity
Protective Velocity makes it easier and quicker to do business with us. Continue reading to learn about the latest enhancements to EZ-App for Protective IndexedSM Choice UL quoting.
Now available
- Protective Indexed Choice UL quoting enhancements: New solve options are now available in EZ-App for Protective Indexed Choice UL (ICUL). This allows you to quote more ICUL scenarios independently instead of calling the Sales Desk for assistance. New ICUL solve options include:
- Max level non-modified endowment contract (MEC) premium solve
- Min level non-MEC face solve
- “No solve” – agent specifies face amount and premium amount
Coming soon
- EZ worksheets upgrade: You can now complete the fillable EZ worksheet electronically. Once you sign the worksheet, it will auto submit to TeleLife within minutes, which means faster processing.
- Portion of TeleLife interview moving: For EZ-App users, TeleLife now offers a new option for customers to partially complete interviews online instead of conducting full interviews by telephone. This will allow for a more flexible process to complete medical questions at the customer’s convenience and less time on the phone with TeleLife.
- Protective Indexed Choice UL quoting enhancements: In addition to the new Protective Indexed Choice UL quoting enhancements available today, the following solve options are coming soon:
- Income duration solve
- Income amount solve
- Enabling cash value and endow on solves for ICUL
Stay tuned for next month’s newsletter for even more improvements.