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FAQ

New Business:

Where do I submit applications or corrections for a pending policy?

You may scan and upload documents via your Agent Portal by clicking on ‘My Tools’ ➡ ‘Upload Documents’ ➡ ‘Select Option’.

Scan and email all relevant documents to fastapps@oxfordlife.com
Fax to: 877-584-2777
Mail to: 2721 N. Central Avenue, Phoenix, AZ 85004
Where can I send a secure email to New Business?

Please use the ‘Upload Documents’ function in your Agent Portal located under the ‘My Tools’ menu.

How long does it take to see a new policy in my portal?

New applications are data collected in the order received within 2 business days.

How long does it take to review pending requirements I have submitted?

Pending requirements are reviewed in the order received within 2 business days.

I need status for a pending case, how can I get this information on my business?

Real time status is available 24/7 by logging into your Agent Portal, click ‘My Business’ ➡ ‘Policies’. Status updates are sent daily with the last action for all pending cases to your registered email address.

You may also call Agent Services at 888-757-3732, option 4, then option 3 during normal business hours to obtain information on your pending cases.

I have questions on a pending case, how can I get this information on my business?

Please call Agent Services at 888-757-3732, option 4, then option 3 during normal business hours to obtain information and assistance with your pending cases.

When does New Business follow up on a transfer of funds necessary to issue a policy?

Follow up calls are made every ten business days to any carrier that will release information on the status of an outbound transfer.

How long does it take to issue a policy when all requirements are received and funds / EFT information is on file?

Business is issued in the order received and within 2 business days.

Your rates are changing soon, how do I ensure that my client receives the current premium / annuity rate?

The application and all applicable forms required for the piece of business, along with the initial premium or transfer form must be received in the Home Office no later than midnight of the day before the change.

We strongly encourage you to upload or fax a copy of the documentation to us if you plan on mailing original paperwork or funds to the Home Office.

Do you accept 3rd party or endorsed checks for New Business?

Checks must be made payable to Oxford Life Insurance Company (Oxford Life). Annuities may only be paid by the Owner, Annuitant, or transferring company. Life insurance and Medicare Supplement contracts may be paid by any interested party excluding the agent; the relevant payor information should be completed on the application.

Can I make a payment on behalf of my client?

Any funds received from an agent’s account whether by check, cashier’s check, or money order will be returned to the agent.

Commissions:

How do I get an increase in my commission/compensation level?

Your MGA needs to send the request to contracting@oxfordlife.com with your agent ID, the product, and the new level.

How long does it take to update my commission / compensation level?

The turnaround time for updates to your commission level is 3-5 business days from receipt of the request.

How do I change my personal information?

If you are contracted direct, you may process a change for your address, email, phone, or fax number via your Agent Portal, or your can email contracting@oxfordlife.com, or you can call Agent Services at 888-757-3732, option 4, then option 1.

If you are contracted as license, only your MGA can send the request to contracting@oxfordlife.com with your agent ID and the information to be changed.

To update your legal name or business name, you must submit proof of the change in the form of legal documentation, such as a marriage certificate or updated Corporation Commission filing.

I need to send you a copy of my license, Errors & Omissions, or Anti-Money Laundering training, how do I get that information to you?

You may scan and upload documents via your Agent Portal click ‘My Tools’ ➡ ‘Upload Documents’ ➡ ‘Select Option’.

Scan and email all relevant documents to contracting@oxfordlife.com
Fax to: 866-295-6232
Mail to: 2721 N. Central Avenue, Phoenix, AZ 85004

In Force Policies:

Can I make policy changes or request a disbursement on behalf of my client?

Only the policy owner may make changes to a policy or contract.

How do I get a form for my client to complete?

All of our customer forms are available on the PolicyHolder page of our website. Scroll down to ‘Service Forms’.

Where do I submit paperwork for my client?

Your client may upload documents on their Client Portal, you or the client may fax paperwork to our offices at 877-584-2777, or scan and email to oxfordphs@oxfordlife.com. You may also mail paperwork to 2721 N. Central Avenue, Phoenix, AZ 85004.

How do I get current policy values and/or premiums due on my client’s policy?

Current client policy information is available by logging in to your Agent Portal and navigating to ‘My Business’ ➡ ‘Policies’. Your clients are also able to access this valuable information via their Client Portal.

You or the client may call Oxford Life at 866-641-9999

How do I get a duplicate policy for my client?

Digital policy documents are available by logging in to your Agent Portal and navigating to ‘My Business’ ➡ ‘Policies’. Clients are also able to access their policy documents via their Client Portal.

If the client would like a physical copy of their policy, you or the client may print this paperwork from their portal, or complete a Duplicate Policy Request form.

If the policy was issued in the last six months, and the policy documents were never received, you may call Oxford Life at 866-641-9999 during normal business hours to request a duplicate of the original policy.

How do I get a duplicate Medicare Supplement ID Card for my client?

You or the client may call Oxford Life in order to receive a duplicate card issued and mailed to the client at their address of record.

Will you overnight a check or documentation to my client?

Oxford Life does not overnight monies or documentation. The client or agent may provide a Pre-Paid Federal Express Shipping Label with their request if they require expedited shipping.

Can I make a payment on behalf of my client?

Only the client or payor may make a payment for their policy. Any funds received from an agent’s account whether by check, cashier’s check, or money order will be returned to the agent.