Safe Harbor Term Case Management Process
In order to operate at a GA Level with Safe Harbor Term, here are the required guidelines for case management:
Step 1: Submit your case via E-App (preferred for fastest turn-around and apps submitted in good order) or email to email@example.com
Step 2: Look for case status update emails sent directly to you from Phoenix Life
Step 3: If Phoenix indicates that additional information is needed, check your Pending Business on SalesNet
Step 4: If you have any questions regarding outstanding requirements, email your inquiry with the case number in the subject line to firstname.lastname@example.org
Step 5: If you do not receive a response within 48 hours or you are not satisfied with the response received, send an escalation email with "2nd Request" in the subject line to Juan.Cortes@phoenixwm.com
For underwriting indications (ie: Would this client qualify?), email your inquiry to email@example.com.
Our goal is to make the application process as seamless as possible for you and your clients. Following these steps will reduce communication errors and ensure that your new business is handled efficiently and promptly. Thank you.