SBLI (Savings Bank Life Of Massachusetts) worked with SuranceBay to enable direct integration between SureLC and their home office system(s). Now, 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

For Transfers, Hierarchy & Commission Changes, Additional States, or Payment requests (EFT account change request),  you should continue submitting these requests types as you normally would

⚠️ ALERT: ONLY the first Contract or Transfer request submitted for a producer will be sent electronically for this carrier. All subsequent contracting requests will be sent via email.

How It Works

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

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