Which Ameritas Carrier should I use?

Chris Toth -

We've been working together with Ameritas to re-allocate their forms based on Business Channels, rather than issuing companies to better align their forms.  The new format was initiated to eliminate NIGO (Not In Good Order)  issues.

Effective 5/8/2020: The NEW carrier listings are as follows:

  • Ameritas (BROKER)
  • Ameritas (PRODUCER)
  • Ameritas (INDEPENDENT AGENT)
  • Ameritas (AGENT)
  • Ameritas (RETIREMENT)
  • Ameritas (GROUP)
  • Ameritas (STRATEGIC ALLIANCE BROKER)
  • Ameritas (LEGACY)
  • Ameritas (TEMPORARY/STACKING)
  • Ameritas (FINANCE PLAN/EXPERIENCED EAFP)
  • Ameritas (FINANCE PLAN/NEW AGENT NAFP)

Effective 5/22/2020: The OLD carrier listings will be RETIRING:

  • Ameritas Life Insurance Corp
  • Ameritas Life Ins Corp Of New York

 

HOW DO I KNOW WHICH CARRIERS APPLY TO MY AGENCY?

Each carrier has a unique package of forms.  To determine the carrier needed, take a closer look at the Checklist Forms you currently use.  Each will have a form Number in the bottom left corner that you can use as a guide.

Use the following list as a guide that maps the NEW carrier needed, to your Checklist Form #:

Carrier

Checklist Form Numbers

Ameritas (BROKER)

ULC95, ULC96

Ameritas (PRODUCER)

ULC298, ULC299

Ameritas (INDEPENDENT AGENT)

ULC66, ULC67

Ameritas (AGENT)

ULC69

Ameritas (RETIREMENT)

ULC198, ULC199

Ameritas (GROUP)

No Form # - Applies to Dental/Vision Products

Ameritas (STRATEGIC ALLIANCE BROKER)

ULC224, ULC225

Ameritas (LEGACY)

AL1043

Ameritas (TEMPORARY/STACKING)

ULC74

Ameritas (FINANCE PLAN/EXPERIENCED EAFP)

ULC192

Ameritas (FINANCE PLAN/NEW AGENT NAFP)

ULC75

 

HOW DO I ADD THESE NEW CARRIERS TO MY FULL LIST?

Here is a quick link to our Help Desk forums that will guide you on how to add a carrier:  https://support.surancebay.com/hc/en-us/articles/214271978-Agency-Setup#Carriers

 

CAN I RENAME THESE CARRIERS?

Absolutely!

We understand the naming convention may be significant to you, and to Ameritas, but it may not be clear to your Producers.  If more than one Ameritas carrier division is needed you may want to better define each to eliminate any ambiguity, especially if both carrier's cross over the same product lines.

Our Carrier Alias feature allows you to re-label the carrier name to something more significant to your Producers.

To learn more about the Carrier Alias feature, check out this article on our Help Desk:  https://support.surancebay.com/hc/en-us/articles/360007229093-Carrier-Alias-Change-Carrier-Naming-Convention.

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