How do I Obtain a Copy of the Email with the Contracting Paperwork?

Jim Friend -

From time to time agency workers using SureLC contact our Support Desk because they processed a new carrier appointment request but never received the email with the contracting paperwork.  There are many reasons this may occur. This article covers the steps your agency should take to rectify the problem.

OVERVIEW

For contracting purposes, SuranceBay uses email address contracts@surancebay.com to send emails to  the recipient(s) selected via "Send to:" in the final step of the new carrier appointment request review.  

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  • Carrier - When selected the contracting paperwork is sent to the carrier. Sometimes this option isn't available within SureLC, by design.
  • BGA - When selected the contracting paperwork will be sent to the email address designated for your agency. 
  • Administrator - When selected the contracting paperwork will be sent to the email address of the logged in user. 
  • Producer - When selected the producer will receive a copy of the new carrier appointment request via email. Note that producers don't receive copies of Transmittal forms.

PLEASE NOTE

You can always determine the email address used for each selection by hovering your mouse cursor over the text of the selection.

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SENDING EMAILS

After you've processed a contract within SureLC you'll see a confirmation message stating "Email has been sent".  When you see this message, SureLC has successfully sent the email to the designated recipient.

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RECEIVING EMAILS

Assuming that you received the sent message the next step is to ensure that your email service provider has received the email.  

IMPORTANT NOTE - Once SuranceBay displays the email has been sent confirmation message,  SuranceBay can do little to assist you in receiving these emails. However, the steps below can help you determine why you aren't receiving the emails.

  1. Check your spam or junk email folder. Often, when intended recipients don't receive emails from @surancebay.com, it's because the emails have been filtered to your spam or junk mail folder.
  2. It's best practice to add @surancebay.com as an authorized (or safe) sender of emails.
  3. Add contracts@surancebay.com, setup@surancebay.com and any other email addresses to your address book.

 If you don't find the emails in your spam or junk mail folder, take the following steps:

  1. Ask your IT administrator to check your email server for messages from @surancebay.com that may have been filtered to spam or junk mail or blacklisted. For example, if you use Google as your email service provider but utilize Outlook as your email client, it may be that Google auto-filtered the emails from @surancebay.com to their spam or junk folder which results in the email message never reaching your Outlook client.
  2. Your internet service provider or email client is filtering out email from @surancebay.com. Whitelist the @surancebay.com email domain to prevent the filtering of the emails.
  3. Please contact your IT department for more information. 

If you continue to have problems contact support@surancebay.com and we'll be happy to assist further with reconciling the problems.

 

OBTAINING COPIES OF CONTRACTING PAPERWORK

When you need to get contracting paperwork to the carrier or upline and you're encountering email problems do the following: 

 
1. Login to SureLC and click Producers.
 

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 2. Use the search field to locate the producer. Click on the producer row and then select Appointments. 

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3. Click on the email icon in the Get It column to obtain a copy of the email.  Once opened the email can be reviewed and then forwarded to the desired recipient(s) along with all of the completed forms which are packaged together within the merged.pdf file attachment.

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Alternatively, you can click the document icon to view all of the individual completed forms which are packaged together in the merged.pdf file attachment. 

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***Please Note: Integrated carrier appointment requests (carriers SureLC is integrated with) are moved to 'Completed' status when processed and will not be listed in the default view (All Open). Use the filter and  change the status to 'Completed' to locate these appointment requests. ***

 

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