My Hub Mobile App

My Hub Mobile App
PLAG.10535.01.16
For financial professional use only. Not for use with consumers.
Table of Contents
1. Overview
2. Pending Business
a. Policy List Screens
b. Policy Detail Screens
3. Main Side Navigation
4. Get a Quote
5. Help Center
For financial professional use only. Not for use with consumers.
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Overview
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My Hub is a mobile app that enables an agent to quickly access
pending case statuses and generate quotes for Protective
Custom ChoiceSM Universal Life.
The app is compatible with iPhone, iPad and iPod Touch (iOS 8
or higher).
My Hub can be downloaded by visiting My Protective and
navigating to the “My Hub Mobile App” link in the My Business >
New Business menu.
NOTE: Agents must have been granted access to view Pending
Business by their BGA in order to download the app.
For financial professional use only. Not for use with consumers.
Login Screen
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My Hub uses the same
user name and password
as My Protective.
The Login Help screen provides
information on how to retrieve
your password if you forget it, as
well as who to call for help.
For financial professional use only. Not for use with consumers.
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Pending Business
For financial professional use only. Not for use with consumers.
Home Screen
When you log in, you will
land on the Home screen of
the Pending Business portion
of the app. You can access
the main side navigation from
this screen.
The Home screen has many
different views to choose
from. Unlike the Pending
website, you can view policy
count by agent.
For financial professional use only. Not for use with consumers.
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Pending Business – Policy List Screens
For financial professional use only. Not for use with consumers.
Recent Activity and All My Business Screens
In the Recent Activity and All My
Business screens, you can sort
and search by Policy Number,
Insured Name and Policy Status.
For financial professional use only. Not for use with consumers.
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Policy Count by Agent Screen
Policy Count By Agent is a new feature not
available in the Pending website. This
allows you to see how many policies each
of your down-line agents has (if applicable).
Once you choose an agent to view, only
that agent’s policies will be displayed.
You can sort and search by Agent
Name/Number.
For financial professional use only. Not for use with consumers.
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Email Protective Screen
Email Protective resembles
the Contact Us section of
the Pending website.
Here, you can select the
type of business you are
referencing, as well as the
reason for the email.
For financial professional use only. Not for use with consumers.
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Call Protective Screen
With the Call Protective view,
you can immediately call by
tapping the phone icon. You
can also tap the information
icon to view the phone
number and operating hours.
For financial professional use only. Not for use with consumers.
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Large Case By Premium and Face Amount Screens
The Large Case screens use
the same business rules as the
Pending website for filtering. If
no data meets the criteria, you
will receive a ‘No cases found’
message.
For financial professional use only. Not for use with consumers.
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Pending Business - Policy Detail Screens
For financial professional use only. Not for use with consumers.
Policy Info Screen
When you
select a policy
from one of the
list screens, the
Policy Info
screen displays.
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Here, you can to tap
to immediately dial
the case manager’s
extension.
For financial professional use only. Not for use with consumers.
Policy Info Screen (continued)
Details about the insured
display when you select
the info bubble beside the
Primary Insured name.
Here, you can call the
primary insured directly
from the app.
For financial professional use only. Not for use with consumers.
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Requirements Screen
You can see all
requirements by tapping the
Requirements icon at the
bottom of the screen. The
app displays a count for the
number of outstanding
requirements.
Here, you can filter between
All and Outstanding
requirements.
You can also email directly
from an outstanding
requirement. The policy
number and subject will be
pre-populated in the email.
For financial professional use only. Not for use with consumers.
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Notes Screen
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You can see all notes by tapping the
Notes icon at the bottom of the
screen. The app displays a count for
the number of notes.
Notes can be expanded by touching
the down arrow.
For financial professional use only. Not for use with consumers.
APS Screen
You can see APS
information by tapping the
APS icon at the bottom of
the screen.
Tap on an APS to view
details.
For financial professional use only. Not for use with consumers.
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More Screen
By tapping More, you can go
into other sections that are not
displayed on the bottom of the
screen.
Here, you can decide which
options you want to see on the
bottom of the policy details
screens.
The default options are Policy
Info, Requirements, Notes and
APS.
For financial professional use only. Not for use with consumers.
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More Screen (continued)
Tap Agents, Riders or
Decisions to access
additional details
about a policy. By
default, these options
are found by tapping
the More icon, but can
be changed to show
up on the bottom of
the policy details
screens.
For financial professional use only. Not for use with consumers.
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Main Side Navigation
For financial professional use only. Not for use with consumers.
Main Side Navigation
The side navigation is available on
the main screen of the Pending
Business and Get a Quote
sections.
This navigation enables you to
switch between functions in the
app.
The Help Center provides contact
information for Pending Business
and general questions.
You can also log out of the app
from the side navigation.
For financial professional use only. Not for use with consumers.
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Get a Quote
For financial professional use only. Not for use with consumers.
Get a Quote Screen
The main screen of the Get a
Quote portion of the app contains
the quote input options. You can
run a quote by selecting the
Submit link at the top right of this
screen.
For financial professional use only. Not for use with consumers.
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Quote Results Screen
Quote Results is the second of
two screens in the Quoting portion
of the app. You can select the
back arrow to return to the Get a
Quote input screen.
For financial professional use only. Not for use with consumers.
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Help Center
For financial professional use only. Not for use with consumers.
Help Center
The Help Center provides contact
information for both Pending
Business-specific and general
questions.
The End User License Agreement
(EULA) is accessible on this
screen. When you open the app
after the initial download or after
an update, you will be prompted to
accept the EULA in order to log in.
For financial professional use only. Not for use with consumers.
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