IDI Focus
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January 6, 2021
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.
December 2, 2020
As we look toward the end of 2020, keep these dates in mind.
November 4, 2020
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.
November 4, 2020
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.
October 14, 2020
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.
October 14, 2020
Chris Coy, regional director with The Standard, offers tips for helping new producers add IDI to their practice.
September 2, 2020
With just a few months left in the year, now’s the perfect time to take stock of sales. You’ll soon receive reports that detail current sales for you and your top producers. Use the reports to make sure you’re on track to maintain or increase your MGA compensation band – and to determine if your top producers can reach the Producer Bonus thresholds.
September 2, 2020
Did you know about one in five IDI applications are delayed due to errors or missing information? Make sure your applications aren’t caught in compliance holds by adopting these best practices.
September 2, 2020
Why should income protection be a part of every financial advisor’s practice? Watch this video for three reasons from Jim Poland, regional director with The Standard.
August 5, 2020
We’re always looking for ways to move processes online and speed up applications. Starting Aug. 5, we’ll be partnering with Human API to access electronic health records. We’ll start by using the service when an underwriter requests medical records for applications requesting $10,000 or more in monthly benefits.