Which policy administration functions fall under Client Services?

  • Mailing of policy anniversary and annuity statements
  • Mailing of payment reminder, late payment, lapse, loan interest, and automatic premium loan interest notices
  • Processing and recording beneficiary changes and assignments
  • Completion of bank inquiry forms
  • Processing policy reductions, conversions,  cancellation of benefits, and riders
  • Issuance of duplicate contracts and policy certificates
  • Name correction
  • Address changes
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