Life insurance
New Business & Underwriting News

 
 
 
 

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Help clients share medical records instantly

Getting medical records in the traditional way for life insurance underwriting can often take weeks. We’re excited to share that Principal® is now working with Human API to allow clients to share their medical records electronically when needed. Digital records are available to the underwriter in minutes rather than weeks. This safe and secure method keeps information protected and allows the process to keep moving.

Watch a video from Human API to see the experience your clients will have.

Term life policies to be electronically delivered

  

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Recent news

Electronic delivery of policies makes getting the policy into the hands of the client faster and easier. Most financial institutions we do business with have approved our eDelivery solution. A small number have not (listed below). We’ll continue to work with each firm to gain approval of our eDelivery. In the meantime, starting May 4, all Principal® Term policies you write through any of these firms will be electronically delivered to your office. You’ll then need to print and physically deliver these policies to the client.

  • BBVA Securities Inc
  • Cadaret, Grant & Co Inc
  • Fifth Third Securities Inc
  • HD Vest Investment Securities Inc
  • MMC Securities LLC
  • Oppenheimer & Co Inc
  • RBC Capital Markets LLC
  • Stifel Nicolaus & Company, Incorporated
  • Suntrust Investment Services Inc
  • US BANCORP Investments Inc

Learn more about Principal® Life Online, our digital term solution.

Electronic signatures make doing business from a distance easier

The current working environment favors electronic ways of doing business when face-to-face interactions isn’t an option. Electronic signature (eSignature) is a tool to help you manage your business with your clients during these times of self-distancing and beyond.

Get details on how you can use eSignatures for your Principal life insurance business.

Enhanced online Request Part B is coming soon

We’re working hard on our Request Part B system to make it even better for your clients. The enhanced system will offer benefits such as access without logging in and improved system performance.

Stay tuned for more information.

 
 
 
 

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Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800/247-1737, Member SIPC and/or independent broker/dealers. Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.
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