Close Close

Life Health > Life Insurance

Pacific Life Offers Policy Management On-Line

Your article was successfully shared with the contacts you provided.

A life insurer has set up an Internet-based service that producers can use to prepare sales presentations and monitor in-force policies.

Pacific Life Insurance Company, Newport Beach, Calif., says the new Planned Performance Tracking system can help producers compare life and annuity products quickly.

The Web-based system also can schedule automatic in-force illustrations and issue reminders for illustrated policy changes, such as moves to change the death benefit option in future years, Pacific Life says.

The site also features a policy-tracking report that compares the original policy projections to how the policy is actually performing at that moment, the company says.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.