Our TeleApp vendor, originally named LifePlans, is now called LTCG. We’ve updated our TeleApp marketing materials to reflect this name change as well as added functionality introduced over the last year.
Joe Boland is our newest sales consultant! Joe has more than 15 years of insurance industry experience with the past eight years 100% focused on disability insurance. Please join us in welcoming Joe to The Standard.
As we look toward the end of 2020, keep these dates in mind.
Looking to set up an electronic signature account for The Standard’s applications? Remember that the account owner — or a person authorized to sign legal contracts for the account owner — must submit an Electronic Transaction Certification. This will start the approval process for the account. We’ve updated our instructions to clarify who can sign the form.
To help you keep policies active, we’re adding information to the daily lapse reports you receive. Starting tomorrow, we’ll include policies that are 16 days past due to give you and your producers more time to conserve them.
We want to help policyowners keep income protection insurance — and the option to increase coverage — top of mind. Starting this month, we’re sending Platinum Advantage policyowners simple one-page annual statements to highlight the value of their IDI coverage.
Chris Coy, regional director with The Standard, offers tips for helping new producers add IDI to their practice.