AuguStar Financial - DataLink Integration

Chris Toth -

AuguStar Financial and SuranceBay worked together to make submitting contracting paperwork even easier.  Effective Sept 25, 2023, all Contract and Transfer request types will be submitted directly to AuguStar after processing the request in SureLC™.  The following carriers are included in the integration:

  • AuguStar Financial (Traditional)
  • AuguStar Financial (Institutional)
  • AuguStar Financial (IMO)


Contract and Transfer Requests Uploaded Electronically

Now, when you process either Contracts or Transfer requests through SureLC, you will receive the merged.pdf form in your inbox as you normally do.  However, there will now be a watermark on the PDF forms that indicate the forms have been electronically submitted to the carrier.

Contracting paperwork is submitted electronically once a day at 5pm ET Mon-Fri, directly to AuguStar.  So, upon follow-up with the carrier they should have everything to process the request the day after you have submitted it.

This means that you should NOT forward the paperwork (email, fax, snail mail, etc.) to the carrier - they will receive it directly from SureLC™ and they will process the request accordingly.  This is designed to streamline the process for your agency, your producers, and AuguStar Financial to provide a quicker turn-around and more secure process for everyone involved.

⚠️ALERT: Only the first appointment request for a producer will be submitted electronically. All subsequent appointment requests for a producer must be emailed to the carrier. This is to prevent duplicate agent #'s from being assigned.


Request Types NOT Uploaded Electronically

Please note that the following request types are NOT electronically submitted to the carrier:

  • Hierarchy (commission level) changes
  • EFT Payment account changes
  • Additional State Appointment requests

For these 3 request types processed through SureLC, you will still receive an email, and you should submit them to AuguStar as you normally would (email, fax, snail mail, etc.).  


Integration is REQUIRED for AuguStar Financial

AuguStar does not accept new contract and transfer requests submitted via email.  All initial requests are required to be submitted via the data-link integration.  If your agency wishes to disable the integration for any reason, please contact:

Scott Gentry | Assistant Director, Contracting & Licensing

Have more questions? Submit a request