Carrier Email Addresses

Chris Toth -

WHY CAN'T I EMAIL CONTRACTING REQUESTS DIRECTLY TO THE CARRIER FROM SURELC?

I am trying to process contracting paperwork for a producer, and I am not able to click on the "Send to: Carrier" button.  It's grayed out, and doesn't let me click on the carrier checkbox option. 

 

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REASONS WHY THE CARRIER EMAIL ADDRESS IS MISSING

Reasons why this may occur. 

  1. The carrier may not accept email submissions for contracting paperwork.  
  2. The carrier may have several divisions or processing centers assigned to different email addresses.  SureLC only supports one email address per carrier.
  3. The third reason is that SuranceBay does not yet have the email address for the contracting department at the desired insurance company. You may submit the carriers' contracting department email address to support@surancebay.com for us to update this for you.

 

WHAT IS THE RESOLUTION

There are two solutions on how to handle carriers that do not have a supported email in SureLC:

  1. Designate a Carrier Licensing Email
  2. Process the Contract to Yourself

Click on the the preferred option to read further details, or scroll down the page.

 

Designate a Carrier Licensing Email:

Assign a specific email your agency uses to submit contract requests.  

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  • Go to your Agency L&C Setup Page
  • Select the Carrier Tab
  • Select the related carrier from the menu
  • Enter your agency's designated carrier email address in the "Carrier Licensing Email" field

This setting will ensure the designated email is used to send contract requests.

Here is an example of what would be shown on the final step of the appointment request process when a custom_email@carrier.com address was specified in the above screen:

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Each carrier is designated ONE Licensing email.  If you need to be able to support more than ONE email for a particular carrier, you'll need to process the contracts to yourself, and forward on to the respective email needed.  SEE DETAILS HERE

 

⚠️ ALERT EMAIL OVERRIDE:

If SureLC already supports a carrier email, any Licensing Email designations in your carrier settings will override the master email setting allowing you to control where you want your contracts to be sent.

 

⚠️ ALERT UNMONITORED EMAIL BOX:

Contracts that are sent to the carrier directly out of SureLC are sent from an unmonitored email address.  If the carrier fails to read the email where responses should be sent, and hits the REPLY button, you may not get the correspondence the carrier intended to send you.

 

**PLEASE NOTE:  Integrated carriers are EXCLUDED from this feature.  To see a full list of integrated carriers CLICK HERE.

 

Process the Contract to yourself:

Processing contracting paperwork to yourself allows you to:

  • Designate the recipient
  • Add any details to the email prior to sending the request.
  • Ensures you'll get responses back if the carrier hits the REPLY button in their response.

 

⚠️ ALERT UNMONITORED EMAIL BOX:

Contracts that are sent to the carrier directly out of SureLC are sent from an unmonitored email address.  If the carrier fails to read the email where responses should be sent, and hits the REPLY button, you may not get the correspondence the carrier intended to send you.

 

Click on either the Administrator or BGA checkbox prior to processing the request.   Once the email is received forward it on to the insurance company.

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If you have an email address for a carrier that we're missing, please send an email to support@surancebay.com along with the carrier name, and we'll update it accordingly.

Have more questions? Submit a request

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