POLICYHOLDER SERVICES. The Service Provider shall provide general policyholder services to individuals under the Reinsured Policies, including, but not limited to, the following:
POLICYHOLDER SERVICES. The Service Provider shall provide general policyholder services to individuals under the Contracts, including, without limitation, the following:
POLICYHOLDER SERVICES the maintenance of policyholders’ customer relation services and the maintenance of policyholder information, including names, addresses, policy anniversary dates and premiums due;
POLICYHOLDER SERVICES. Subject to the AGENCY’s rules, the BROKER will be responsible for the servicing of its Clients who become Company’s policyholders. The BROKER acknowledges and agrees that the Company is obligated by law to deliver statements, invoices, and other notices to its policyholders. As permitted by law, the Company will cooperate with the BROKER in providing the information needed in order to better serve the policyholders. The BROKER will exercise the care, skill and diligence that can reasonably be expected from a competent broker. At all times the BROKER will ensure that all policyholders who purchased a Company policy, or policies acquired by the BROKER will have access to the BROKER for continuous services, until such time as the policies are no longer in force or are transferred to another BROKER. In the event that this Contract terminates or in the event that a policyholder has requested a change of Broker on record, the Company shall contact the BROKER or the AGENCY to find adequate alternative measures. The Company may have to assign the policyholder to another Broker where the law and regulation so provide or the policyholder directs.
POLICYHOLDER SERVICES. The Administrator shall provide general policyholder services to individuals under the Reinsured Policies, including, but not limited to, the following:
POLICYHOLDER SERVICES. FAS shall answer routine policyholder and agent calls to Client Company's "800" number. Additionally, FAS shall respond to written inquiries regarding particular policies. Requests for address changes, beneficiary changes, title changes, assignments and policy changes shall be proceeded at FAS, using Client Company forms and letters to confirm completion of requests. Requests for policy disbursements shall be handled at FAS. These include loans, partial withdrawals, surrenders and exchanges. Client Company shall assist in writing acceptable disbursement procedures and providing company forms and form letters. FAS shall verify the owner's signature for every disbursement. Conservation efforts shall occur at Client Company's Home Office. FAS shall generate and mail the necessary 1099R tax forms for these disbursements and file with the IRS on behalf of Client Company, or provide Client Company with the information needed to do this reporting if they prefer to control the tax reporting.
POLICYHOLDER SERVICES. Policyholder services shall handle all policyholder correspondence, shall calculate cash surrender values, maintain lapses, cancellations, reinstatement, and shall provide claim services, including investigation and administration of claims and the payment thereof.
POLICYHOLDER SERVICES. (a)SAVERS will be responsible for providing customary general services to individuals under the Policies. The services provided will include the following:
POLICYHOLDER SERVICES. (a) OFFSHORE ADMINISTRATOR may provide general policyholder services with respect to the Contracts, including, but not limited to, the following, but excluding any such services if, or to the extent that, licensing as a broker-dealer is required to perform them:
POLICYHOLDER SERVICES. In accordance with Company procedures, the Administrator shall answer routine policyholder and agent questions to support the client service "800" number. Additionally, the Administrator shall respond to written inquiries regarding particular policies. Requests for address changes, beneficiary changes, title changes, assignments and policy changes shall be processed by the Administrator using Company forms and letters to confirm completion of requests. Requests for policy disbursements, death benefit claims, medical waiver claims and accelerated death benefit claims, shall be processed and forwarded to the Company by the Administrator. These include cancellations and free-look surrenders. Requests for fund transfers shall be processed by the Administrator. This includes, but is not limited to adhoc requests as well as regularly scheduled transfers such as dollar-cost-averaging, Automatic Portfolio Rebalancing and End-of-Free-look period transfers.
