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portal Go to portal Producer Portal Guide

This guide includes information on how to view certificates awaiting initial premium, inforce certificates after initial premium has been paid, contact information, certificate details, billing/payment information and the ability to run reports for status changes on certificates.

 

Go to portal Employer Portal Guide

This guide includes information on how to view certificate details on an inforce certificate owner, premium amount, frequency and last payment date. Note: Employer can only see inforce certificate owner information.

Go to portal Certificate Owner Portal Guide

This guide includes information on how to view certificate status, cash value, current billing information, pending/processed claim data for Critical Illness and Accident products and eDelivery preferences.  Certificate Owners receive information about this portal with their welcome letter.

FOR FINANCIAL PROFESSIONAL USE ONLY.

RS-49354-00

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