National Life Group- New Delivery Requirement for California Policyholders

New Delivery Requirement for California Policyholders

Due to the recent “shelter in place” order enacted within the State of California, effective immediately, National Life will begin temporarily sending new policy documents directly to policyholders via FedEx. This change will be in place through April 30, 2020.

Policyholders will receive a pre-addressed envelope for returning policy documents and payments. Alternatively, photos of signed delivery requirements can be emailed here. We can also accept payments via phone at 800-732-8939.

We know that many of you use the policy delivery process as an important relationship touch-point with your clients. That is why we are also implementing an email notification system to give you a heads up when the documents have been mailed. We don’t want you to miss this important opportunity to engage with your clients. In addition to an email notification, you can check on FedEx tracking information through the New Business section of our Agent Mobile App. Additionally, you will be able to view this communication, as well as all other client communications, within the Agent Portal.

As the spread of COVID-19 forces city and state governments to enact quarantine measures, National Life will continue to adapt our business practices to ensure that we are able to further serve the needs of you and your clients. Please contact your National Life New Business Case Manager if you have any questions.Stay tuned for additional information on how National Life is making it easier for you to do business.