United fidelity life insurance company phone number

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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 

796549.1.0

United Fidelity Life Insurance Company Overview

  • Type

  • Founded
  • 1977

United fidelity life insurance company phone number

  • Professionals
  • 5

United fidelity life insurance company phone number

  • AUM
  • 00000

United Fidelity Life Insurance Company General Information

Description

United Fidelity Life Insurance Company is an insurance company based in Dallas, Texas. Established in 1977 the company provides life, accident, and health insurance coverage. It operates as a subsidiary of Americo Financial Life and Annuity Insurance Company. The assets of the firm are managed by the executive management team.

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United fidelity life insurance company phone number

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  • Current PE:

    42.00 %  Actual

  • Real Estate:

    42.00 %  Actual

United fidelity life insurance company phone number

United Fidelity Life Insurance Company Team (8)

NameTitleOffice
Gary Muller Trustee Dallas, TX
James Anderson Trustee Dallas, TX
Philip Polkinghorn Chief Executive Officer, President & Trustee Dallas, TX
Dennis Walsh Chief Financial Officer, Senior Vice President & Trustee Dallas, TX
George Tarpley Secretary Dallas, TX

You’re viewing 5 of 8 team members. Get the full list »

We

make

things work.

Serving life, health and accident insurance needs since 1935.

We want you to know in this troubling time that we are prepared to handle circumstances related to the coronavirus through our business continuity protocols. Continuous service to our customers is our top priority. All of our services are operating smoothly and safely for your continued support.

Strategic Solutions

Strategic Solutions for Life, Health and Accident Insurance Needs.

Employer Self insured Plans

Agent/MGU Programs & PORC

Comprehensive TPA services

Life

Annuity

Health

Accident

Quotation & Illustration Interface

New Business

Underwriting

Policy Servicing

Billing & Collection

Claims Processing

Agency & Commission

Reinsurance

Premium & Financial Accounting

Reporting & SLA

Document Management

Our Company

Third Party Administrator

Serving Policyholders since 1935, Universal Fidelity Life Insurance Company is licensed nationally as a TPA and in 7 states as an insurance company. For our TPA clients we process over 1,200,000+ claims a year and administer over 90,000 policies for over 350,000 insureds. Our subsidiary, Southern Life and Health has been in operation since 1895. Executive offices are in Oklahoma City and the administrative service center is in Duncan, Oklahoma.

We Care and We Deliver. Our company’s reputation is built upon providing superior services to individuals and other insurance companies.

Our Systems are Robust, Secure, Scalable, and Professionally Implemented.

Our Most Important Asset — Experienced, Engaged Management and Staff that are experts in a broad array of products.

We are SOC1 Type 2 Certified and as a licensed insurance company, we comply with all reporting, regulations, cybersecurity standards, governance, procedures and policy issues that our TPA clients do. We know an insurance company’s operating requirements and needs.

Legend Insurance Agency is a nationally licensed affiliate. It markets Direct to Consumer Medicare Supplement, Texas Student Accident Insurance and is an MGU for Employer Stop Loss for A+ rated carriers. As a result of our affiliation, we have a deep understanding of the challenges and issues of marketing insurance.

Our Values

  • Transparent Dealing Demonstrates Competence
  • Demonstrated Competence Builds Trusted Relationships
  • Trusted Relationships Enable Long Term Successful Partnerships

Products Supported

Insurance Products Supported

Traditional life insurance and riders

Interest sensitive WL/UL

Annuities/SPIA plans, qualified, MVA, MYGA, FIA

Voluntary and worksite benefits

Major medical and Hospital Indemnity

Supplemental Health Products – Group and Individual

Supported Riders – simple and complex

Medicare Supplement

New business, underwriting, and policy issue

Billing and premium application

Agent and hierarchy management

Annuity management including qualified and RMD

Policy service, maintenance, and claims

Multi-company environment for multiple blocks

Product and rate increase maintenance

Reinsurance tracking for ceded coverage

System configuration and processing rules

Document, forms, and correspondence management

Reporting, including reserve valuation

Accounting integration to multiple packages

IRS 1099/5498 reporting and e-filing

  • All states
  • All benefits, coinsurance, excess amounts, foreign travel

Claims engine dashboard with performance metrics

Business rules engine for benefit and procedure mapping

Manual claims queue with one-click re-adjudication

Rate increase filing and implementation management

New business and e-app import via ACORD file integration

EDI file integration with clearinghouse and EOB/payment vendors

Auto adjudication ratios at 95% and higher. 200 service lines/minute, multiple EDI files processed at the same time, 24 hr/day. Dashboard, real-time processing, 30-day historical adjudication metrics. Notifications via email

Eligibility/claims 837 EDI files. Integrates with Red Card. Agent onboarding, contracting, integration VUE agency software. New business submissions from 3rd party e-app applications via ACORD standard XML 103 policy files

Claims processing for medical, dental, vision, and prescription drug plans

Precertification, PPO Administration, Letter Writing, Call Tracking, Referral, and Case Management

Capitation maintenance and payment processing

Consumer-driven healthcare admin, FSA, HRA, and HSA

Eligibility administration

Web Portal provides Real-Time data access, Enrollment, Member Registration, Call Tracking

Disability processing for both short/long-term benefits

Premium billing and agent commissions

COBRA Administration, Qualifying Event Notification Letters

PCORI and Transitional Reporting for ACA

1094-C & 1095-C Forms and Electronic Filing

835 CAS Reason Code Mapping

1099 Forms and Electronic Filing

W-2 Forms and Electronic Filing

Services Offered

New Business

Product Development Support

Policy Issue, Policy Print & Delivery

E-Delivery, E-Signature, Voice Signature

Interfaces to quoting and e-app systems

Underwriting

Fully Underwritten

Guaranteed Issue

Simplified Issue

Policy Administration

Policy Changes, Riders

Address/Ownership/Beneficiary Changes

Billing, Collecting and Premium Processing

Policy Reinstatement

Dividend/NFO Processing

Surrender & Loan Processing

Customer Correspondence

Undo/Redo Processing

Commissions Processing

Payment; Reversals; Corrections, Advances

Agent and Agency

License, Contract, Appoint & Maintenance

Call Center Operations

Policy holders, Agents, Applicants, Providers

Claims

Life, Annuity, Health, Waiver of Premium

Non-contestable Claims Review

Adjudication, Auto Adjudication and Payment

Claims with reinsurance

Accounting Services

Policy Accounting – Individual, Group, Worksite

General Accounting Services

Bank reconciliation and check aging

Commission Accounting

Reinsurance Accounting

Actuarial Support

Collaborate to optimize product configuration

Extracts to valuation & reserve systems

Product Development and Filing Assistance

Reinsurance Administration

Compliance & Regulatory Support

Blue Book Preparation

Virtual Company Management

Strategic Solutions for Life, Health and Accident Insurance Needs.

Unique solutions for your health and financial wellbeing.

Comprehensive TPA Services for all lines of business.

Employer Self insured Plans

Full TPA Group Administration and MGU Stop Loss services.

In the fast-moving Insuretech space, many new companies do not have the infrastructure, systems, compliance or licensing that is needed to implement their vision. We are an insurer, reinsurer, agency and TPA. We can fill the Gaps your company needs.

Agent/MGU Programs & PORC

Many large or growing agency programs may desire to have their own exclusive programs. We setup, enable and administer them. As an alternative to ordinary income taxation of profit shares, Producer Owned Reinsurance Captives allow tax advantaged accumulation of underwriting earnings and the potential to grow into an admitted insurer if desired.

Self Insurance of company risks is a tax efficient, risk controlled and cost-effective solution for many companies. As an insurance company ourselves, we are uniquely situated to assist in the setup, administration, and reinsurance structuring of your company’s Captive Insurer.

A single end to end solution for all stages of an insurance product’s life-cycle

Rapid creation of new insurance products and versions

Proven Implementation Plans

Consultative Process

Products

Life

Annuity

Health

Accident

Processes

Quotation & Illustration Interface

New Business

Underwriting

Policy Servicing

Billing & Collection

Claims Processing

Agency & Commission

Management

Reinsurance

Premium & Financial Accounting

Reporting & SLA

Document Management

Third Party Administrator

Serving Policyholders since 1935, Universal Fidelity Life Insurance Company is licensed nationally as a TPA and in 7 states as an insurance company. For our TPA clients we process over 1,200,000+ claims a year and administer over 90,000 policies for over 350,000 insureds. Our subsidiary, Southern Life and Health has been in operation since 1895. Executive offices are in Oklahoma City and the administrative service center is in Duncan, Oklahoma.

We Care and We Deliver. Our company’s reputation is built upon providing superior services to individuals and other insurance companies.

Our Systems are Robust, Secure, Scalable, and Professionally Implemented.

Our Most Important Asset — Experienced, Engaged Management and Staff that are experts in a broad array of products.

We are SOC1 Type 2 Certified and as a licensed insurance company, we comply with all reporting, regulations, cybersecurity standards, governance, procedures and policy issues that our TPA clients do. We know an insurance company’s operating requirements and needs.

Legend Insurance Agency is a nationally licensed affiliate. It markets Direct to Consumer Medicare Supplement, Texas Student Accident Insurance and is an MGU for Employer Stop Loss for A+ rated carriers. As a result of our affiliation, we have a deep understanding of the challenges and issues of marketing insurance.

T ransparent   D ealing   D emonstrates   C ompetence

D emonstrated   C ompetence   B uilds   T rusted   R elationships

  T rusted   R elationships   E nable   L ong   T erm   S uccessful   P artnerships

Insurance Products

Medicare Supplement

ERISA TPA & Stop Loss MGU

Traditional life insurance and riders

Interest sensitive WL/UL

Annuities/SPIA plans, qualified, MVA, MYGA, FIA

Voluntary and worksite benefits

Major medical and Hospital Indemnity

Supplemental Health Products – Group and Individual

Supported Riders – simple and complex

Medicare Supplement

New business, underwriting, and policy issue

Billing and premium application

Agent and hierarchy management

Annuity management including qualified and RMD

Policy service, maintenance, and claims

Multi-company environment for multiple blocks

Product and rate increase maintenance

Reinsurance tracking for ceded coverage

System configuration and processing rules

Document, forms, and correspondence management

Reporting, including reserve valuation

Accounting integration to multiple packages

IRS 1099/5498 reporting and e-filing

Medicare Supplement

  • All states
  • All benefits, coinsurance, excess amounts, foreign travel

Claims engine dashboard with performance metrics

Business rules engine for benefit and procedure mapping

Manual claims queue with one-click re-adjudication

Rate increase filing and implementation management

New business and e-app import via ACORD file integration

EDI file integration with clearinghouse and EOB/payment vendors

Auto adjudication ratios at 95% and higher. 200 service lines/minute, multiple EDI files processed at the same time, 24 hr/day. Dashboard, real-time processing, 30-day historical adjudication metrics. Notifications via email

Eligibility/claims 837 EDI files. Integrates with Red Card. Agent onboarding, contracting, integration VUE agency software. New business submissions from 3rd party e-app applications via ACORD standard XML 103 policy files

Employer ERISA Self Insured Benefit Plans and Stop Loss Underwriting MGU Services

Claims processing for medical, dental, vision, and prescription drug plans

Precertification, PPO Administration, Letter Writing, Call Tracking, Referral, and Case Management

Capitation maintenance and payment processing

Consumer-driven healthcare admin, FSA, HRA, and HSA

Eligibility administration

Web Portal provides Real-Time data access, Enrollment, Member Registration, Call Tracking

Disability processing for both short/long-term benefits

Premium billing and agent commissions

COBRA Administration, Qualifying Event Notification Letters

PCORI and Transitional Reporting for ACA

1094-C & 1095-C Forms and Electronic Filing

835 CAS Reason Code Mapping

1099 Forms and Electronic Filing

W-2 Forms and Electronic Filing

Product Development Support

Policy Issue, Policy Print & Delivery

E-Delivery, E-Signature, Voice Signature

Interfaces to quoting and e-app systems

Fully Underwritten

Guaranteed Issue

Simplified Issue

Policy Changes, Riders

Address/Ownership/Beneficiary Changes

Billing, Collecting and Premium Processing

Policy Reinstatement

Dividend/NFO Processing

Surrender & Loan Processing

Customer Correspondence

Undo/Redo Processing

Payment; Reversals; Corrections, Advances

License, Contract, Appoint & Maintenance

Policy holders, Agents, Applicants, Providers

Life, Annuity, Health, Waiver of Premium

Non-contestable Claims Review

Adjudication, Auto Adjudication and Payment

Claims with reinsurance

Policy Accounting – Individual, Group, Worksite

General Accounting Services

Bank reconciliation and check aging

Commission Accounting

Reinsurance Accounting

Collaborate to optimize product configuration

Extracts to valuation & reserve systems

Product Development and Filing Assistance

Reinsurance Administration

Compliance & Regulatory Support

Virtual Company Management

Is Fidelity Life a real company?

Founded in 1896, Fidelity Life Association is a life insurer based in Illinois. It's owned by Vericity, which also owns eFinancial, an insurance agency that sells Fidelity Life products. The company offers term products and a range of permanent options aimed at older customers.

How do I cancel my Fidelity Life Insurance?

To cancel your Fidelity life insurance policy:.
Call customer support on 800-369-3990..
Ask to speak with a representative..
Provide them with your policy number and customer information..
Request cancellation of your policy and monthly premiums..
You will receive a confirmation letter or email..

Who is Fidelity Life Association?

Fidelity Life Association operates as an insurance company. The Company offers life insurance products and services. Fidelity Life Association serves customers in the United States.