First Protective Streamlines Case Management for Advisors
Modernizing Case Processing and Communication Capabilities
Birmingham, AL, May 15, 2018. First Protective Insurance Group, Inc. announced today that it has released a cutting-edge mobile application exclusively for the use of First Protective producers. Levering technology developed by SalesUp HQ, Inc., First Protective has made it simple and convenient for agents and advisors to receive real-time updates on case management, underwriting, and illustration requests through a mobile application.
“This innovative SalesUp HQ tool enables us to offer a real time communication and status solution, demonstrating our commitment to developing modern solutions for modern needs,” said Eric P. Miller, FLMI, president of First Protective. “Using this sort of groundbreaking technology, advisors can spend more time with their clients and less with the back office.”
SalesUp HQ is a secure web-based communication platform designed to enhance digital communication among producers, regional sales directors, marketing assistants, and case managers. This enables them to receive automated case updates, keep current on case status through custom dashboards, and easily obtain illustrations right from their smartphones. SalesUp HQ’s custom AI engine utilizes the latest structured machine learning techniques to monitor and proactively alert advisors as their cases move through submission, approval and issue processes.
“First Protective is well known for its high-touch approach to supporting insurance and financial services professionals. Using the SalesUp HQ technology, First Protective’s producers will be even more effective and efficient in meeting the needs of their customers. We’re proud to partner with the First Protective team as they continue to employ new technology to raise the bar in the solutions, sales support and service they deliver to producers and their clients.” said Daniel Joye, CEO of SalesUp HQ, Inc.
ABOUT FIRST PROTECTIVE
First Protective is a full-service financial services marketing organization providing life insurance, wealth transfer products, fixed, indexed and immediate annuities and securities as well as disability and long term care insurance, serving financial service professionals and insurance agents across the United States. Originally founded in 1983, First Protective is a wholly owned subsidiary of Protective Life Corporation. For more information about First Protective, please visit www.firstprotective.com.
ABOUT PROTECTIVE
Protective Life Corporation provides financial services through the production, distribution
and administration of insurance and investment products throughout the U.S. The flagship
subsidiary, Protective Life, was founded in 1907. Protective’s home office is located in
Birmingham, Alabama. As of December 31, 2017, the Company had assets of approximately
$80 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life
Holdings, Inc. (TSE:8750). For more information about Protective, please visit
www.Protective.com.
PLAG.902512.05.18
For Financial Professionals Only Not For Consumer Use
For more information, please contact:
Beth Thomas
Senior Marketing Consultant
[email protected]
(205) 268-3322
