Pacific Life Eyes Higher Productivity With Advisor Alerts
August 31, 2018 by Cyril Tuohy
For Pacific Life advisors, communication with clients about their annuity contracts has moved from days to minutes.
A new service by Pacific Life’s Retirement Solutions Division will alert advisors to customer account activity – new contract issuance, additional investments, distributions, contract information changes and claims – within 15 minutes via text or email, the company said.
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Originally Posted at InsuranceNewsNet on August 30, 2018 by Cyril Tuohy.
Categories: Industry Articles