Legal & General America, and SuranceBay, worked together to make submitting contracting paperwork even easier. Now, when you process either Contracts or Transfer requests through SureLC, you'll 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 every business hour directly to Banner Life. So, upon follow-up with Banner, they should have everything and starting to process the request within the hour that you've submitted it.
This means that you should NOT forward the paperwork (email, fax, snail mail, etc.) to the carrier - they'll receive it directly from SureLC and they will process the request accordingly. This is designed to streamline the process for both your agency, your producers, and Banner Life 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.
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'll still receive an email and you should submit them to Banner Life or William Penn as you normally would (email, fax, snail mail, etc.). When you process these request types, the forms will NOT have a watermark applied to the forms.
Should you have any questions, please do email us at firstname.lastname@example.org or call us at 877-264-6888.
Please Note - While agency workers receive the contracting paperwork for Banner Life with a watermark, the carrier actually receives through this direct integration the paperwork WITHOUT a watermark. Contact us if you're experiencing any problems.