CL Life & Annuity Insurance Co, and SuranceBay, worked together to make submitting contracting paperwork even easier. 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 everyday (every two hours between 9am - 5pm) directly to CL Life & Annuity. 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 your agency, your producers, and CL Life & Annuity 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.
Please note that the following request types are NOT electronically submitted to the carrier:
- Compensation/Hierarchy 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 carrier as you normally would (email, fax, snail mail, etc.).
Should you have any questions, please email us at firstname.lastname@example.org or call us at 877-264-6888.