New Day, Better Way

An easier experience

To help you run your business strong and to create a better buying and selling experience for you and your customers, we are making big improvements to our underwriting and eDelivery processes. See the details below.

This page will be regularly updated, so please check back frequently.

This page was last updated May 14, 2021.

Latest Enhancements

Policy Issue & Delivery During Covid

Because we want to make it as easy as possible to get documents back right now, we're offering an interim solution to collect documents quickly and confidentially online. Our Secure Email Portal will help process business during the COVID-19 crisis.
 
What is it? A process that starts with visiting transamerica.com/lp/upload to request access to Transamerica’s secure messaging system. It’s similar to sending an email with an attachment, but in a way that keeps information protected.
 
What you need to know:
 
  • You and your customers can send documents via the Secure Email Portal if your method of faxing, mailing, or website portals are currently not an option during this crisis
  • There are ways customers will know about this tool — by talking to you, someone in our contact center, or visiting COVID-19 FAQs on transamerica.com
  • Please provide the URL transamerica.com/lp/upload to any customers trying to complete the enrollment process
  • The site supports all product lines — Annuity, Life/Health, Long Term Care, and Retirement
  • This is a temporary solution; it won’t replace the work we are doing on our online portals and tools
  • Transamerica will waive the requirement for agents to sign delivery documents during this time
  • Customers will need to complete a quick form and registration process; there are step-by-step instructions to follow and an FAQ section online if customers need help
  • Although it may take a couple of steps to set up, we’re taking extra security precautions to ensure customer information is safe
  • There are size limits; please keep your email (including attachments) to 50mb or less
  • Please allow up to 48 business hours for documents to be processed
  • For all other questions, please follow your normal process
  • For all other New Business questions, please follow your normal process
Many areas across the country are impacted by state and federal “stay at home” orders. We know this has impacted how you are interacting with customers. To help fill a gap in the new business process, Transamerica will begin sending new policies directly to customers. This will be a temporary adjustment, as we know how important it is for you to have a face-to-face conversation with customers.
 
 
 
A letter explaining a change to our traditional process is included in the package they receive. Click here to review a sample of the letter clients will be receiving.
 
Please continue to monitor your portals, systems, and email for information about when a policy has been issued. We also ask that you reach out to customers and have a virtual policy review. The extra help during this time will go a long way in building a long-term relationship.

Customer Notice & COVID-19 Updates

As the COVID-19 situation continues to impact our daily lives, customers may start to experience financial hardships. With that in mind, we’ve revisited our policy grace and lapse situations by extending payment due dates — similar to how we respond to natural disasters.
 
For our life and health customers whose coverage lapsed on or after March 11, 2020, we’re sending a follow-up letter to let them know we’ve extended the window in which they can make a payment and keep their insurance coverage active.* They’ll have an additional 30 days beyond their most recent notice to bring premiums up to date. Samples of letters mailed to clients:
 
We launched a COVID-19 FAQs section for consumers on transamerica.com. The page educates customers about subjects we have covered with you here, such as mailing policies directly to policyholders and state specific regulations. We will continue to update the FAQs on this page with useful customer/client information related to Transamerica’s efforts during the pandemic.

Licensing and continuing education information and updates

You may have noticed that the COVID-19 outbreak has affected licensing requirements, like everything else in our lives. Transamerica is sharing updates we’ve received from state insurance departments. Use the links below for the latest information.