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 |
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)
|
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 (ANNUITIES) Prudential (IMO) Prudential (GROUP) Prudential (LIFE) Prudential (RETIREMENT) |
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 |
| 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 |
| 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.
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