Nationwide - Data and Image Integration with Status Updates

Mike Abrahamson -

Nationwide Life Insurance worked with SuranceBay to enable bi-directional integration between SureLC and their home office system(s). As of June 20th, 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

 

How It Works

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

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

Contracting paperwork is sent to Nationwide electronically every hour.  So, upon follow-up with the carrier they should have everything to process the request within 2 hours after being processed by the agency.

 

Status Updates!

SuranceBay is very pleased to have worked with Nationwide whereby status updates are available directly within SureLC for your review. Now, you will not have to call or email Nationwide 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 Nationwide has received the request
  • Background Ordered
  • Background Check Received - Submitted For Processing
  • Background Check Received - Under Review
  • Request Is Not In Good Order
  • Application Denied (and a reason description if applicable)
  • Agreement Executed/Appointment Completed
  • Duplicate

NOTE - any notes/comments that you add within SureLC are NOT corresponded back to Nationwide!

To view the status updates, single-click on the carrier name within the appointments section, as shown below:

Nationwide_status.png

Once the carrier approves the request, the request is moved to the producers Completed file. To get there, open the producers Appointments screen and in the upper left hand side of the screen, click All Open and choose Completed.  

Have more questions? Submit a request

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