AXA Equitable Life Insurance Company launched its new online beneficiary resource center, which offers the forms, tools, and guidance for beneficiaries and financial professionals to file a life insurance or annuity claim. The site also serves as a portal for information, checklists, and contacts to support beneficiaries.
"At AXA Equitable we believe the claim process should be simple and straightforward," says Mary Beth Farrell, executive vice president and chief service officer. "Beneficiaries should expect and receive available, attentive, and reliable service, with 24/7 access to the information they need."
The new resource center not only makes the claim process more manageable but also brings beneficiaries closer to the information they need to address immediate and long-term issues that require their attention, according to Farrell.
Visitors can find customer service contacts by product type and a list of offices by region, so beneficiaries who require additional assistance or advice know who to call. Visitors also can submit online requests for follow-up contact from a local financial advisor.
The site, which is located at www.axa-equitable.com/beneficiary, features sections arranged according to beneficiary needs at each stage following a loss:
o Filing a Claim--Beneficiaries are guided on how to choose the correct claim form and gather additional documentation, if required, for their particular situation. Beneficiaries can download the claim forms to complete, print, and save online. They also can find answers to frequently asked questions about life insurance and annuities.
o What to Do After a Loss--Arranged according to the beneficiaries' stages of need--from the first few days following a loss through the first year--this section offers checklists, notification letter templates, and general guidance to help beneficiaries prioritize and keep track of the legal and personal issues that will need their attention. The list includes contacting creditors and Social Security, changing names on joint property, and establishing or reviewing financial plans.
o The Family Love Letter--Beneficiaries can download and personalize an estate planning tool that covers crucial issues beyond a traditional will, such as establishing a guardian for children; declaring wishes regarding medical treatment; and compiling financial and legal documents, contact information, and account access details.
