Standard Insurance DataLink Integration

Mike Abrahamson -

Standard Insurance 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: ONLY the first Contract or Transfer request submitted for a producer will be sent electronically for this carrier. All subsequent contracting requests will be sent via email.


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." 

Standard Insurance 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 Standard Insurance to make status updates available within SureLC. Now, you will not have to call or email the carrier 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 the carrier 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 Standard Insurance!

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:


Screenshot 2024-06-04 at 3.01.24 PM.png



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. 

Screenshot 2024-06-04 at 3.22.05 PM.png

Have more questions? Submit a request