Product, New Business, and Underwriting News – Individual Disability Insurance

Disability Insurance:::

04/11/2024

New way to access Individual Disability Insurance (IDI) Part B draft copies

To help protect customers’ data, we’ll begin to publish the Part B draft copy in the Client Correspondence section of our secure website later this month.

Financial professionals with Principal.com login credentials (or staff with delegate access) will be able to search and access Part B draft copies for the policies they’re associated with using Client Correspondence. On the Client Correspondence page, select the correspondence type of ‘Policy Document’, then select the appropriate sub-type, i.e., ‘All Categories/Part B Draft Copy/Signed Policy Document,’ to search the documents.  

For now, Part B draft copies will continue to be emailed, but soon they’ll only be available through Client Correspondence.  

Email advisorwebsupport@principal.com if you need help with access to the financial professional website.  

 

New Business and Underwriting support changes

IDI New Business and Underwriting has created subteams aligned to specific offices. This change is designed to provide enhanced service to you and better align with our distribution/ sales organization. These smaller subteams will enable case coordinators and underwriters to build and maintain strong relationships with you and your offices. We’re committed to delivering a top-tier customer experience and are confident these changes will allow us to provide it.