Subscribe to NIPR PDB Alerts in SureLC

Ed Gambone -

NIPR PDB Alerts, Now Available in SureLC

The NIPR PDB Alerts subscription enables SureLC to notify your agency of changes to the PDB report for an active Producer or Firm on a DAILY basis.  These daily updates include the following items:

  • Demographic Info (addresses, phones, emails)
  • Licenses
  • State Appointments
  • Regulatory Actions (currently not displayed within SureLC)

This is in contrast to the legacy NIPR plan that only included weekly updates of producer licenses.

Increase your daily PDB accuracy and further reduce your NIGO submission percentage by subscribing today!

 

How To Activate the NIPR PDB Alerts Subscription

From SureLC's Home screen, select the Agency L&C Setup button, and then navigate to the Billing tab.  Select the NIPR Alerts 2.0 button in the upper left area of this screen and then press the Request Subscription button. This notifies our support team, who will be in contact with you to complete the subscription set up.

pdb-alerts-2-enable.png

 

Demographic Updates in SureLC

A producer can have different contact information reported to each state where they hold a license.  If the producer changes his contact info in any of these states, the state DOI sends that change to NIPR and these updates are passed to SureLC via the NIPR PDB Alerts subscription.

Since each state can have different info, and to avoid conflicting updates to the producer's profile, these updates are NOT automatically applied to SureLC.  If there is an available Alerts update, a number will appear beside the appropriate field on the producer's profile. Clicking that number will open a call-out that shows the available updates, as shown here:

NIPR_Alerts_example_1.png

Your agency then has the option of selecting an update and clicking "Update SureLC" to apply that change to the producer's profile.

 

FAQ

What is the cost for the NIPR PDB Alerts subscription in SureLC?
1. $1.25 for initial load/reload of the PDB report for each subscribed producer.
2. $0.15 per month, per subscribed producer.

 

How are producers subscribed to NIPR PDB Alerts?
If your agency's SureLC account was created with the feature enabled then all your producers are automatically subscribed to NIPR Alerts.

If your agency has an existing SureLC account and subsequently adds this feature then producers will be added to your subscription as follows:

1. Automatically for each new producer added to your account, OR when your agency processes a contracting request for an existing producer.
2. Manually, when you select the "Subscribe Producer" action in the Producers list.

(alternatively, we can subscribe all your existing producers to NIPR Alerts at once if you prefer)

 

What is the fee when an agent is originally set up and their PDB report is pulled in to SureLC?
If you use the PDB Alerts 2.0 feature, your legacy PDB fee is replaced by the $1.25 fee.

 

If my agency remains on the legacy NIPR plan, will we continue to receive updated PDB information?
Absolutely!  Your current set up and cost remains unchanged if you do not switch to NIPR PDB Alerts.  Your agency will continue to get weekly updates of license information ONLY.

 

If you have any questions, please contact us via support@surancebay.com and we will respond as soon as possible.

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