Reminder: Review and Manage Key Notifications on EquiNetSupporting your business as an Equitable Life advisor is our top priority and EquiNet is our top resource to help you manage important policy notifications. You should routinely review policy updates, schedules, statements, and notices and follow up with clients.
Some key notifications you will find on EquiNet include:
- Premium Renewal Notices (including for Term Riders on UL policies)
- Returned PAC (Pre-Authorized Chequing) Letters
- SROs (Special Reinstatement Offer)
- Lapse Notices
- APL Warning Letters
- FGIO Notices
- Tax Exempt Notices
A review of these and other available documents under the Document Lookup tool and following up with clients will help prevent situations of policy lapses and missed renewal notifications. These documents should be managed as part of providing ongoing, superior customer service to our clients.