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Tutorials
Case Status Tool

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Checking Case Status

This video tutorial shows you how to access pending case status from the First Protective website.  This helpful tool will allow you to keep up with your cases 24x7 as well as communicate directly with the case manager working your pending cases.

 
Case Status Login Error

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Help!  My Session Has Expired

Trying to check case status and getting an error message?  This brief tutorial will walk you through a simple fix for the common error message, "Your session has expired.  Please return to the login page and enter your user ID and password."

 
Needs Analysis

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Using the Needs Analysis

What sets the professional advisor apart from the amateur is a systematic approach to determining the amount of life insurance coverage their clients need.

 

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Running Term Quotes

This 10 minute tutorial shows you how to run term quotes on the First Protective website.  This tutorial also reviews the Needs Analysis tool.