Policy Conservation Email Enhancements

New Policy Conservation Event Emails Available

On April 19, 2016, you will be receiving enhanced email notifications for your customers that are in a policy conservation opportunity, for example, their policy is in danger of lapsing. You should already be receiving policy conservation notifications, but this enhancement will give you more information at your fingertips without having to log into SPA to view the report.

What’s new?

  • The email will contain the Client policy number, Policy Description (Long-Term Care, Life, etc.), Client Name, Client Phone and the reason for the danger of policy lapse.

What you need to do:

  • Please ensure we have your most current email address. You may update your communication email address by logging into Sales Professional Access and clicking on Profile in the upper right corner.
  • Contact your client to discuss their policy options
  • Review your client’s policy and make an appointment with them to help keep the policy.

Please Note:  Special Agents will not receive the enhanced email notifications however they will continue to receive the email communication to view the report on SPA.

Policy Conservation Email Enhancements