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Improved advisor summary helps explain policy decision, cost
Submitted by Krishan on January 25, 2018 - 10:42am
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Explaining underwriting decisions to your clients just got simpler. So has creating illustrations to match the terms of the policy.

 

 

Effective Jan. 20, when you receive a policy for a client, the advisor summary gives you more detail about the decision and the insured people. For example:

 

Old advisor summary

 

 

Here’s an example of an old advisor summary for life insurance.

Old advisor summary

New advisor summary

 

 

Here’s an example of the new advisor summary with more detail. Similar improvements apply to summaries for living benefits.

The additional detail’s right there in your policy package. So you don’t have to look through previous mail to find the information you need.

New advisor summary

You can see more examples here on RepNet. This change is another of the continuous improvements we’re making to your new business service.

 
 
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