Carriers that SureLC is Integrated With

Anatole T. -

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
(Yes/No)

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

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 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
AuguStar Financial

AuguStar Financial (Traditional)

AuguStar Financial (Institutional)


AuguStar Financial (IMO

 

DataLink Once daily at 5PM EST Mon-Fri Contract, Transfer Follow-Ups sent by Email Only No No 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 
Cigna

American Retirement Life Ins Co (ARLIC)

Cigna National Health Ins Co (CNHIC)

Cigna Health and Life Ins Co (CHLIC)

Loyal American Life Ins Co (LOYAL)

DataLink Everyday, every 15 minutes Contract ONLY Follow-Ups sent by Email Only Yes Yes No
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 No
Gerber (LIFE)

Gerber Life Ins Co (Life)

DataLink Mon-Fri at the top of every hour from 8am-7pm Contract, Transfer Follow-Ups sent by Email Only No No No
Global Atlantic Forethought (Independent Annuity) Onboard Everyday, Immediately ALL All sent Electronically Yes Yes Yes
Great Western Great Western Ins Co DataLink Mon-Fri every 10 minutes from 5am-7pm Contract, Transfer All sent Electronically No No No
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
Legal & General America (LGA) Banner Life DataLink Mon-Fri at the top of every hour from 8am-7pm Contract, Transfer All sent Electronically No No No
Legal & General America (LGA) 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
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
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 No No 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
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
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 Contract ONLY All sent Electronically Yes No No
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

 

Contact us at support@surancebay.com if you have any additional questions on any of these integrations.

Have more questions? Submit a request

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