Operations news to support your business
See what we’re doing to improve our processes and add speed and efficiency to your business.
-
01/12/2026
2025 tax documents are coming soon
Starting next month, you can easily help clients who had a taxable event in 2025 by accessing and downloading their documents on their behalf if requested.
-
01/12/2026
2025 year in review
2025 was a year of remarkable achievements for our partnership as we continued to uphold our mission: protecting our customers.
-
12/10/2025
Process improvement for multiple applications
Protective customers with multiple applications now have a streamlined process for completing their Online Part II.
To exercise your privacy choices,