Oxford Life and SuranceBay worked together to make submitting contracting paperwork even easier. Effective March 1, 2019, all Contract & Transfer request types will be submitted directly to Oxford Life (or Christian Fidelity) after processing the request in SureLC™.
Contract and Transfer Requests Uploaded Electronically
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 each night directly to Oxford Life (or Christian Fidelity). So, upon follow-up with the carrier, they should have everything to process the request the day after 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 Oxford Life (or Christian Fidelity) to provide a quicker turn-around and more secure process for everyone involved.
⚠️ 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.
Request Types NOT Uploaded Electronically
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 Oxford Life (or Christian Fidelity) as you normally would (email, fax, snail mail, etc.).
Should you have any questions, please email us at email@example.com.