NMF External Carrier Workflow

Chris Toth -

Wouldn't it be nice to have a single location for your agents to request all their carrier contracting needs?

We've designed a way to help ease that process when needing to re-direct your agents to a carrier that uses NMF (No-More-Forms) for their on-boarding platform.

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Which Carriers are included in this NMF workflow?

  • Anthem Life Ins Co (NMF)
  • Gateway (NMF) 

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How does it work? 

1.) Install Surancebay Browser Extension

In order to map profile data to the producer's NMF profile a SuranceBay browser extension must be installed. 

**This is a critical step the Administrator & producer must complete first**

The browser extension will only need to be setup once.  Any subsequent requests through NMF carriers will already be setup with this needed requirement.

  • Click on the following link:  

INSTALL SURANCEBAY BROWSER EXTENSION

If that is not successful, please right click on the hyperlink, select to copy the link address, and paste it into another browser address bar.

 

  • Select "Add To Chrome" button.

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PLEASE NOTE: Your computer may display a warning about the SuranceBay Extension's security settings during installation. If you wish to use the extension you must choose to continue with the installation.

 

2.)  Choose a Workflow best suited for your agency

There are several workflows designed.....each are tailored to fit the hands-off and hands-on business model.

Each workflow allows your agency to be in control of the Package Codes that drive how the agent will be setup with the carrier through NMF.

The next steps will detail out how each workflow functions.

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Workflow #1 - Producer requests their own contract (Preset Package Codes)

Producers are all setup through NMF with the very same package code. 

  • Perhaps all Producers are all LOA arrangements. 
  • Or the agency may use Affiliations to setup set schedule settings with the same package code. 

Essentially Package Codes are preset in your agency's schedule settings, allowing your producer to take care of business when needing a contract.

Your Producer requests a contract as normal in SureLC and an augmented link to the NMF site is created automatically for them after completing any carrier questions.

It's the "Set It and Forget It" simplified workflow!

PLEASE NOTE:  This workflow requires ALL producers under the same comp schedule in SureLC to be setup under the same Package Code through NMF.

 

Agency Worker Steps:

 

  • Step 1 - Administrator will need to install the SuranceBay Browser Extension.  This is a critical step that will only need to be completed one time.

 

  • Step 2 - Go to Agency L&C Setup>Carrier Tab and setup a DEFAULT Package Code

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  • Step 3 - Choose an Override option (Yes/No)

 

That's it! 

All producers that request a contract with this carrier will be setup under the same package code.

 

Producer Steps:

  • Step 1 - Producer will need to install the SuranceBay Browser Extension.  This is a critical step that will only need to be completed one time.

 

  • Step 2 - Producer logs into their SureLC profile and selects "My Appointments".

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  • Step 3 - Select "Request Appointment" button in the top right corner.

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  • Step 4 - Select the Carrier and Request type, then select the NEXT button.

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  • Step 5 - Select State and Products, then select the NEXT button.

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  • Step 6 - Answer the Carrier required questions, then select the NEXT button.

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  • Step 7 - Click the "Generate Augmented Link" button.

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  • Step 8 - Wait for a link to generate and click on the link prepared5-8-2019_8-45-29_PM.jpg.

 

  • Step 9 - Login to your account using last 6 digits of SSN & DOB

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  • Step 10 - You'll now enter into the NMF website.  Follow through the NMF steps to verify accuracy of all data and questions. 

If your agency opted to use the OVERRIDE feature, your SureLC profile data will override any existing data already saved in NMF.

Background questions will map over as answered in the Questions step and any upload requirements, such as E&O will upload as needed in NMF.

Once complete your agency will be notified via email from NMF.

 

Agency Worker Steps (Continued):

  • Final Step - Agency Worker will need to login to their NMF account to complete any final steps required by this external service provider.

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Workflow #2 - Producer requests their own contract (Unique Package Codes)

In this workflow all Producers are setup uniquely with different package codes that define different DBA types and/or different compensation levels, etc..... through NMF.

Essentially the Package Codes cannot be preset due to many different variables that are unique to each producer.

Producers initiate a request, complete carrier required questions, but will need to submit the request to their FMO agency to assign a package code before continuing through the final steps.

 

 

Producer Steps:

 

  • Step 2 - Producer logs into their SureLC profile and selects "My Appointments".

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  • Step 3 - Select "Request Appointment" button in the top right corner.

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  • Step 4 - Select the Carrier and Request type, then select the NEXT button.

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  • Step 5 - Select State and Products, then select the NEXT button.

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  • Step 6 - Answer the Carrier required questions, then select the SUBMIT button.  

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PLEASE NOTE:  An email is generated to the Agency letting them know an agent has requested a contract.  Producer will need to wait for the Agency to re-open the request and assign a package code before proceeding further. 

An email will be generated back to the producer once the agency completes the Package Code assignment.

 

Agency Worker Steps:

  • Step 1 - Administrator will need to install the SuranceBay Browser Extension.  This is a critical step that will only need to be completed one time.

 

  • Step 2 - Agency Worker receives a generated email indicating the Producer requested a contract.

 

  • Step 3 - Re-open the existing contract request, follow to the schedule settings step, allocate a Package Code and choose Override option (Yes/No).  Select NEXT button.

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  • Step 4 - Select the "Send Augmented Link" button, and finally select "Send Email" to generate an email back to your Producer letting them know they can continue where they left off.

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Producer Steps (Continued):

  • Step 7 - Producer opens generated email and selects the "CLICK HERE" hyperlink.

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  • Step 8 - Login to your account using last 6 digits of SSN & DOB

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  • Step 9 - You'll now enter into the NMF website.  Follow through the NMF steps to verify accuracy of all data and questions. 

If your agency opted to use the OVERRIDE feature, your SureLC profile data will override any existing data already saved in NMF.

Background questions will map over as answered in the Questions step and any upload requirements, such as E&O will upload as needed in NMF.

Once complete your agency will be notified via email from NMF.

 

Agency Worker Steps (Continued):

  • Final Step - Agency Worker will need to login to their NMF account to complete any final steps required by this external service provider.

 

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Workflow #3 - Agency Worker sends a Contract Request to their Producers (Agency Worker assigns Package Codes)

In this workflow the Agency Worker initiates the request, preparing the Package Code that will be needed for the request in advance so that everything is ready to go.

Producers are setup uniquely with different package codes that define different DBA types and/or different compensation levels, etc..... through NMF.

But in this workflow the package code is setup on the specific request on the front-end so there aren't any waiting periods during the Producer steps.

 

Agency Worker Steps:

  • Step 1 - Administrator will need to install the SuranceBay Browser Extension.  This is a critical step that will only need to be completed one time.

 

  • Step 2 - Go to Info and Appointments, search and select the APPOINTMENT hyperlink on your Producer's Information Card.

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  • Step 3 - Select "Request Appointment" button in the top right corner.

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  • Step 4 - Select the Carrier and Request type, then select the NEXT button.

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  • Step 5 - Select State and Products, then select the NEXT button.

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  • Step 6 - Bypass the Carrier Questions step and select the NEXT button. 

PLEASE NOTE: If you attempt to send a Request/Review from this step, you'll be alerted to continue on to the Commission & Hierarchy step to prepare a package code assignment.

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  • Step 7 - Allocate a Package Code and choose an Override option (Yes/No).  Select NEXT button.

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  • Step 8 - Select the "Request/Review" button and "Email Request Link" to send the request on to your Producer for completion. 

PLEASE NOTE: A Link to the external site will be generated during the Producer Review steps.

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Producer Steps:

  • Step 1 - Producer will need to install the SuranceBay Browser Extension.  This is a critical step that will only need to be completed one time.

 

  • Step 2 - Open generated email and select the "CLICK HERE" hyperlink.

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  • Step 3 - Login to your SureLC account entering the last 6 digits of your SSN and DOB.

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  • Step 4 - Answer the Carrier required questions, then select the NEXT button. 

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  • Step 5 - Click the "Generate Augmented Link" button.  Wait for a url link to generate and click on the prepared link.

 

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  • Step 6 - Login once again to your account using last 6 digits of SSN & DOB

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  • Step 7 - You'll now enter into the NMF website.  Follow through the NMF steps to verify accuracy of all data and questions. 

If your agency opted to use the OVERRIDE feature, your SureLC profile data will override any existing data already saved in NMF.

Background questions will map over as answered in the Questions step and any upload requirements, such as E&O will upload as needed in NMF.

Once complete your agency will be notified via email from NMF.

 

Agency Worker Steps (Continued):

  • Final Step - Agency Worker will need to login to their NMF account to complete any final steps required by this external service provider.

 

 

 

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