Effective Monday, April 13, 2020

Effective Monday, April 13, 2020

To: All CASG Associates, Independent Sales Producers, IMOs
cc: All Home Office Associates



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. 

  1. 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.
  2. Agent initiates the call to Agent Relations with the policyowner and completes the three-way call with Agent Relations.
  3. The Agent Relations associate will read the amendment as it is written.
  4. 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!




Damian Salvi
SVP and Chief Distribution Officer