March 9, 2023
New! Initiate a Client Death Claim on the Agent Portal
Submitting a death claim has never been easier.
Agents can now initiate a client death claim on the Agent Portal via Policy Details screen. Our claims team will begin the process and reach out to the indicated contact person. Please do not submit multiple notices for insureds covered by multiple policies. The claims team will review all life and annuity policies associated with the insured.
Death claim form is located on the client details screen.
