Important Reminders About Client Email Addresses

When completing applications, be sure to fill in your client’s email address. Using your email address can cause a red flag and delay the policy from being issued. Providing your client’s email address will allow us to better service your client’s policies in the future. This will help you keep business inforce and maintain your placement, persistency, help prevent chargebacks, and ultimately, keep more money in your pocket.

Additionally, when completing eApplications, be sure to verify the email address is spelled correctly. This will allow for the policy to be delivered to your client’s email. If the email address is misspelled or an incorrect email is put in the field, they will not receive their policy electronically. Check out this video more information on electronic policy delivery.