Lincoln Financial Group Integration

Chris Toth -

Lincoln Financial Group / Lincoln National (LFG) and SuranceBay worked together to make submitting contracting paperwork even easier.  Effective October 28, 2019, all Contract & Transfer request types will be submitted directly to LFG after processing the request in SureLC™. 


Contract and Transfer Requests Uploaded Electronically

Now, when you process either Contract 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 every hour directly to LFG.  So, upon follow-up with the carrier they should have everything to process the request shortly 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 LFG to provide a quicker turn-around and more secure process for everyone involved.

⚠️ ALERT: Only the first appointment request for a producer will be submitted electronically. All subsequent appointment requests for a producer must be emailed to the carrier. This is to prevent duplicate agent #'s from being assigned.


Carriers Included in the Integration

The following carriers are included in the electronic integration:

  • Lincoln Financial and Lincoln National Life


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 the appropriate carrier as you normally would (email, fax, snail mail, etc.).



Should you have any questions, please email us at or call us at 877-264-6888.

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