Prudential - Data and Image Integration with Status Updates

Mike Abrahamson -

Prudential worked with SuranceBay to enable bi-directional integration between SureLC and their home office system(s). As of February 4th, 2020, submitting requests is easier and the turnaround time is drastically reduced for you and your producers through this automated workflow. You'll see approved/declined responses and more right in SureLC!

 

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).

e-submission.png

 

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." 

Prudential 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 Prudential electronically at ten minutes past every hour from 7:10 am to 8:10 pm ET, Monday through Friday.

 

Status Updates!

SuranceBay is very pleased to have worked with Prudential to make status updates available directly within SureLC for your review.  You will not have to call Prudential to get the status - the details are available directly within SureLC for your review!

The possible status updates, along with timestamps, are:

  • Received - indicates that Prudential has received the request
  • In Progress - Prudential is reviewing the contract application
  • Additional Information Required - Prudential will communicate additional details via email regarding what information is still required
  • Closed - contract has been declined
  • Completed - contract has been approved

NOTE - any notes/comments that you add within SureLC are NOT sent to Prudential!

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

prudential-two-way-data-feed.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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