SureLC currently integrates with several carriers through DataLink, SuranceBay's electronic submission feature, and Onboard, SuranceBay's carrier platform for onboarding new producers.
What is DataLink?
DataLink is a SureLC feature that enables contracting requests to be electronically uploaded to the carrier directly, instead of being sent via email.
What is Onboard?
Onboard is SuranceBay's carrier platform that allows them to receive and process new contracting requests. Requests submitted to the carrier through SureLC appear immediately in the carrier's Onboard account, allowing them to perform their due diligence, review the paperwork, obtain background reports, complete requirements, and approve or decline a contracting request.
Which carriers have DataLink and/or Onboard integration available?
The following table shows the carriers that currently utilize DataLink and/or Onboard integration to receive electronic submissions from SureLC, along with the schedule and frequency the files are uploaded, the types of appointment requests that are sent electronically, and whether the carrier requires the use of DataLink/Onboard for those requests. If not required, an agency may request to have the DataLink integration disabled for a specific carrier by contacting support@surancebay.com.
Click the carrier name for more information about the integration specifics.
| Company | Carriers Included | DataLink or Onboard |
Upload Schedule (all times Eastern) |
Request Types |
Resubmits: All submissions sent electronically / Only First submission is electronic and all follow-ups are sent by email only |
Direct Status Feeds (Yes/No) | Agent Number Feed |
Required by Carrier |
| Aetna |
Accendo Ins Co (ACC) Aetna Health And Life Insurance Co (AHLIC) Aetna Health Ins Co (AHIC) American Continental Ins Co (ACI) Continental Life Ins Co Of Brentwood Tennessee (CLI) |
DataLink | Mon-Fri every 10 minutes from 7am-7pm | ALL | All sent Electronically | No | No | Yes |
| AFLAC | Aflac Tier One | DataLink | Mon-Fri every 10 minutes from 7am-7pm | ALL | All sent Electronically | No | No | Yes |
| AIG / Corebridge |
American General Life Ins Co (LIFE) American General Life Ins Co (ANNUITY) American General Life Ins Co (ANNEXUS) American General Life Ins Co (ADVISORY) |
DataLink | Mon-Fri at 9:50 pm each day | Contract, Transfer | Follow-Ups sent by Email Only | No | Yes | No |
| American Amicable |
American Amicable Life Ins Co of Texas Pioneer Security Life Ins Co Occidental Life Ins Co of North Carolina Pioneer American Insurance Company IA American Life Insurance Company |
DataLink | Everyday, every 15 minutes | Contracts ONLY | Follow-Ups sent by Email Only | No | No | No |
| American Benefit Life | American Benefit Life Ins Co (ABL) | DataLink | Mon-Fri every 10 minutes from 7am-7pm | ALL | All sent Electronically | No | No | Yes |
| American Equity | American Equity Investment Life Ins Co | DataLink | Mon-Fri at 20 minutes past every hour from 7am-7pm | Contract, Transfer | All sent Electronically | No | No | No |
| American Home Life | American Home Life (MedSupp/Patriot Series FE) | DataLink | Mon-Fri every 10 minutes from 7am-7pm | ALL | All sent Electronically | No | No | Yes |
| American National | American National Ins Co (ANICO) American National Life Ins Co Of New York |
DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contract, Transfer | Follow-Ups sent by Email Only | No | No | No |
| Ameritas | Ameritas (BROKER) Ameritas (PRODUCER) Ameritas (AGENT) Ameritas (INDEPENDENT AGENT) Ameritas (TEMPORARY/STACKING) Ameritas (FINANCE PLAN/INEXPERIENCED NAFP)Ameritas (FINANCE PLAN/EXPERIENCED EAFP) |
DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contract, Transfer | Follow-Ups sent by Email Only | No | No | No |
| ASPIDA | ASPIDA Life Ins Co | DataLink | Everyday, every 10 minutes | Contract, Transfer | All sent Electronically | No | No | Yes |
| Athene |
Athene Annuity and Life Company Athene (FI Institution) |
DataLink | Everyday, every 15 minutes from 7am-8pm ET | Contract, Transfer | All sent Electronically | Yes | Yes | Yes |
| AuguStar Financial |
AuguStar Financial (Traditional) AuguStar Financial (Institutional)
|
Onboard DataLink |
Mon-Fri Four times a day at 9am, 12pm, 3pm and 6PM ET | Contract, Transfer | Follow-Ups sent by Email Only | No | Yes | Yes |
| Baltimore Life | Baltimore Life Ins Co | DataLink | Mon-Fri at 6am ET | All | All sent Electronically | No | No | Yes |
| Banner Life | Banner Life | DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contract, Transfer | All sent Electronically | No | No | No |
| BetterLife | BetterLife | Onboard |
Everyday Immediately |
All | All sent Electronically | Yes | ||
| Brighthouse |
Brighthouse Life Ins Co Brighthouse Life Ins Co of NY Brighthouse (FIA) Brighthouse (BROKER DEALER) |
DataLink | Mon-Fri at 8am ET | Contract, Transfer | All sent Electronically | No | No | No |
| Capitol Life (MedSupp) | Capitol Life Ins Co (MedSupp) | DataLink | Mon-Fri every 10 minutes from 7am-7pm | ALL | All sent Electronically | No | No | Yes |
| CL Life & Annuity | CL Life & Annuity Ins Co | DataLink | Everyday, every 2 hours from 9am-5pm | Contract, Transfer | Follow-Ups sent by Email Only | No | No | Yes |
| EquitTrust | Equitrust Life Ins Co | DataLink | Everyday, every 5 minutes | Contract, Transfer | All sent Electronically | No | No | No |
| Farmers Life | Farmers Life Ins Co |
Onboard DataLink
|
Mon-Fri at 8pm ET | All | Follow-Ups sent by Email Only | Yes | Yes | Yes |
| Fidelity & Guaranty |
Fidelity & Guaranty Life Insurance Company Fidelity & Guaranty Life of New York |
DataLink | Mon-Fri at 15 minutes past every hour from 6am-7pm | Contract, Transfer, Additional State, Payment | Follow-Ups sent by Email Only | No | No | Yes |
| Gerber (LIFE) | Gerber Life Ins Co (Life) | DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contracts ONLY | Follow-Ups sent by Email Only | No | No | No |
| Global Atlantic | Forethought (Independent Annuity) | Onboard | Everyday, Immediately | ALL | All sent Electronically | Yes | Yes | Yes |
| Guarantee Trust Life (GTL) | Guarantee Trust Life Ins Co (GTL) | DataLink | Everyday, at 20 minutes past the hour | Contract, Transfer | Follow-Ups sent by Email Only | No | No | No |
|
(Formerly Cigna) |
HealthSpring (Supplemental Benefits)
HealthSpring (Medicare Advantage/PDP) |
DataLink | Everyday, every 15 minutes | Contracts ONLY | All sent Electronically | Yes | Yes | Yes |
| Knighthead Life | Knighthead Life | Onboard | Everyday, Immediately | ALL | All sent Electronically | No | No | Yes |
| Lincoln Financial Group (LFG) | Lincoln Financial and Lincoln National Life | DataLink | Mon-Fri at 15 minutes past every hour from 8am-7pm | Contract, Transfer | Follow-Ups sent by Email Only | No | No | No |
| Mass Mutual (Annuity) Ascend |
Mass Mutual (Annuity) Ascend (FKA: Great American Life Ins Co) |
DataLink | Mon-Fri at 7pm and 8pm | Contract, Transfer | All sent Electronically | No | No | No |
| Medico | Medico | DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contract, Transfer | All sent Electronically | No | No | No |
| National Life Group (NLG) |
National Life Group (Independent)
|
DataLink | Everyday, every hour from 1am-8pm |
Contract, Transfer |
All sent electronically | Yes | No | Yes |
| Nationwide |
Nationwide - Annexus Nationwide (AmeriLife) Nationwide Life And Annuity Ins Co Nationwide Life Insurance Company |
DataLink | Mon-Fri at 15 minutes past every hour from 8am-7pm | Contract, Transfer | All sent Electronically | Yes | Yes | No |
| North American | North American Co for Life And Health Ins | DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contract, Transfer | All sent Electronically | Yes | No | No |
| Oxford Life |
Christian Fidelity Life Insurance Company Oxford Life Insurance Company |
DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contract, Transfer | All sent Electronically | Yes | Yes | Yes |
| Pacific Life (PROMISE) | Pacific Life (PROMISE) | DataLink | Mon-Fri at 20 minutes past every hour from 12:20am-6:20pm | Contract, Transfer | Follow-Ups sent by Email Only | No | No | No |
| Pekin | Pekin Life Ins Co | Onboard | Everyday, Immediately | All | All sent Electronically | No | No | Yes |
| Prudential |
Prudential (IMO) Prudential (GROUP) Prudential (LIFE) Prudential (RETIREMENT)
Omitted PRU Carriers: Prudential (ANNUITIES) |
DataLink | Mon-Fri at 10 minutes past every hour from 7:10am-8:10pm | Contract, Transfer | All sent Electronically | Yes | Yes | No |
| Puritan Life |
Puritan Life Ins Co of America Puritan (Structured Settlement) |
DataLink | Everyday, every 2 hours from 9am-5pm | Contract, Transfer | Follow-Ups sent by Email Only | No | Yes | No |
| Reliance Standard | Reliance Standard Life Ins Co | DataLink | Mon-Fri at the top of every hour from 7am-7pm | Contract, Transfer | Follow-Ups sent by Email Only | No | Yes | No |
| Revol One | Revol One Financial | Onboard | Every 10 minutes, everyday | ALL | All sent Electronically | Yes | Yes | Yes |
| Royal Neighbors | Royal Neighbors Of America | DataLink | Every 15-30 minutes, everyday | Contract, Transfer | Follow-Ups sent by Email Only | No | No | No |
| Sagicor | Sagicor | DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contracts ONLY | All sent Electronically | Yes | No | No |
| SBLI | SBLI - Savings Bank Life Of Massachusetts | DataLink | Mon-Fri at the top of every hour from 8am-6pm | Contracts ONLY | Follow-Ups sent by Email Only | No | No | Yes |
| Securian |
Minnesota Life Ins Co Securian Life Ins Co |
DataLink | Mon-Fri at the top of every hour from 7am-7pm | Contract, Transfer | Follow-Ups sent by Email Only | No | No | No |
| Standard Insurance |
Standard Ins Co Standard Life Ins Co of New York |
DataLink | Mon-Fri at the top of every hour from 8am-6pm | Contract, Transfer | Follow-Ups sent by Email Only | Yes | Yes | No |
| Stellar National | Stellar National Life Ins Co | DataLink | Mon-Fri at 9am, 11am, 1pm, 3pm, and 5pm | Contract, Transfer | Follow-Ups sent by Email Only | No | No | Yes |
| Symetra |
Symetra Life Ins Co First Symetra National Life Ins Co of NY |
DataLink | Everyday, every 15 minutes | Contract, Transfer | All sent Electronically | No | No | No |
| UnitedHealthcare (Medicare ONLY) | UnitedHealthCare Ins Co - Medicare Solutions | DataLink | Mon-Fri at the top of every hour from 8am-7pm | Contract, Transfer | All sent Electronically | Yes | No | No |
| William Penn | William Penn Life Ins Co of New York | DataLink | Mon-Fri at 15 minutes past every hour from 8am-7pm | Contract, Transfer | All sent Electronically | No | No | No |
Contact us at support@surancebay.com if you have any additional questions on any of these integrations.
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