Client status cheat sheet Tools and resources to help you manage persistency
The client status cheat sheet is an important resource that explains what each of our policy and application statuses mean, and what next steps you can take. Learn more. Hereʼs an example: Your clientʼs portal status is showing Pending Initial Premium so you go to our cheat sheet to find out what this means and see the following: ● What does this mean? The policy is in-force but the initial premium ACH payment has not cleared yet. ● What action can you take? Contact your client, let them know that payment is pending, and answer any questions they may have!
This resource is available to you in the Customers tab and Resource Center if the agent portal.
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