North American Co. for Life & Health Ins. worked with SuranceBay to enable bi-directional integration between SureLC and their home office system(s). Now, submitting requests is easier and the turnaround time is drastically reduced for you and your agents through this automated workflow. You'll find out right within SureLC approved/declined responses and much more!

Supported Request Types for Direct Integration

• Contracts
• Transfers

For Hierarchy, Additional States, or Payment (EFT account change request) - you should continue submitting these requests types as you normally would

⚠️ ALERT: ALL appointment requests (Contracts & Transfers) submitted for a producer will be sent electronically for this carrier. This includes the first request along with ALL subsequent appointment requests.

 

How It Works

On the last step within SureLC, you will see an indication that reads: "Will Be Submitted Electronically", as shown below (Contracts & Transfers only).

 

After you "Process" the request, you will receive an email with a PDF copy of the paperwork for your records. Please note, the PDF file that you receive will be watermarked with "Electronically sent to carrier, do not submit." 

North American will receive the data and contract directly for automated processing on their end, there is nothing further you need to do.

 

Status Updates!

SuranceBay is very pleased to have worked with North American to make status updates available within SureLC. Now, you will not have to call or email North American to find the status, the details are available directly within SureLC for your review!

The following status updates - including time-stamps - are:

• Request Received - indicating to you that North American has received the request
• Producer Due Diligence Started
• Producer Due Diligence Completed
• Request Approved
• Request Rejected (and a reason description if applicable)

NOTE - any notes/comments that you add within SureLC are NOT sent to North American!

Status updates can be reviewed in two places:

1. Open the Work Inbox, set the stage to At Carrier, then click the little tag that shows how many updates are listed for the request in the Notes column, as shown here:

 

2. Open the producer's profile, go to Contracting Requests, set the stage to At Carrier, and click the small arrow beside the carrier name to expand the Notes section for that request, as shown here:

 

Once the carrier approves the request, the request is moved to the producers Completed file.  You'll need to change the stage filter to show Completed requests in order to see them after they have been approved. 

 

Announcement sent on 01/23/2017 from North American detailing the new integration. 

 

 If you have any questions, please email support [at] surancebay.com, and be sure to leave your comments below!