Ongoing Enhancements for Protective Velocity
From application submission to sales commission, Protective Velocity – our suite of digital solutions – makes it easier and quicker to do business with us. Read on to learn about ongoing enhancements.
Now available
- Digital Part II:
- Pending enhancements: Clearer next steps once the online interview is completed via the “Info to Agent” notes in Pending.
- Juvenile applications: We now provide the ability to submit applications for juveniles on our online application platform:
- Child/juvenile insured
- Child term rider selection
- Parental Guardian capabilities: With the ability to submit juvenile life applications online, we have also enhanced the ability for parental guardians to sign on behalf of and indicate their relationship to the juvenile insured. Reminder: During registration, the parent or guardian’s information should be used to register for an account.
Coming soon
- Paramed online scheduler: We’ll soon offer the ability for customers to schedule their paramed exam (if required) online after they complete their digital application – no need to wait for the assigned exam company to call.
- Term conversion digital application submission: We are enhancing the process for submitting term conversion applications, allowing you to submit your conversion apps digitally through Velocity’s EZ-App.
Stay tuned for next month’s newsletter for even more improvements.