Paperless Delivery Preferences for Clients

Starting in March and continuing through this month, some of your clients with an active online account began receiving notices in the mail regarding paperless delivery preferences for policies starting with B5, N5 or 8. When clients choose to receive their Life documents electronically, they will receive paperless email notifications and will be able to access their documents by logging into their online accounts. Paperless delivery preferences not only help the environment, but also improves the security and protection of clients’ sensitive information.

If a client has no document delivery preference selected and currently receives paper documents, the notice will inform them of a deadline to make a selection. If no selection is made by the stated date, the client will be automatically enrolled in paperless delivery preferences and they will be notified by email.

Regardless of their selection, clients will still receive some specific important documents that we are requiring to be sent via traditional mail. These documents will also be available to view in their online accounts.