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To: All CASG Associates, Independent Sales
Producers, IMOs
cc: All Home Office Associates
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Temporary
Revised Procedures for
Policies
Issued with Amendments
Effective Monday, April 13, 2020
Due to COVID-19 and for the safety of our
producers, policyowners and others, we will temporarily change
the procedure for policies that are issued with amendments.
- If
a policy is amended, the agent and the policyowner will
complete a three-way call into our call center once the
policyowner receives the policy, and
the agent confirms from the
policyowner that the changes are accepted.
- Agent
initiates the call to Agent Relations with the
policyowner and completes the three-way call with Agent
Relations.
- The
Agent Relations associate will read the amendment as it is
written.
- To
obtain a voice signature, the policyowner will be asked if
he/she agrees with the changes.
In addition, as part of COVID-19 response, all
policies will be mailed directly to the policyowner.
Please remember to stay safe during this
pandemic. As always, we thank you for your continued
business!
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Damian Salvi
SVP and Chief Distribution Officer
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