For Agencies

Use the power of the industry’s leading licensing and contracting automation system to streamline agent onboarding and merge business process workflows on a single platform.
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SureLC™
Licensing & Contracting

Stop wasting valuable time and capital and opt for the nation’s #1 choice in licensing & contracting automation.

SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving users an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers.

Why you need it

Carriers all ask for the same information on prospective producers: demographic info, licenses, background questions, E&O insurance details, etc.

SureLC™ For BGAs SuranceBay Videos With SureLC™, it takes a producer less than 7 minutes, on average, to input this information. The producer is then ready to request carrier-contracting paperwork for any of the 460+ different carriers that SureLC™ supports, and your agency is able to process a complete set of paperwork in two minutes or less. Approved producers can use this portal to submit changes giving you the most up-to-date information on hand at all times.

What’s more: SureLC™ helps you recruit and retain more producers with quick and easy onboarding.

Benefits and Features
  • NIPR integration: No need to collect copies of state licenses
  • LIMRA integration: For the most recent AML training certifications
  • Background screenings available: Credit, criminal, and vectorOne
  • ClearCert integration: To track Annuity and LTC CE Certification
  • Automatic updating: We handle updating of all carrier contracting paperwork
  • Imaging: Optical Character Recognition and Image Recognition Integration enable uploaded documents to be recognized and auto-sorted in a matter of seconds
  • Transmittals: SureLC™ includes all requisite transmittal forms for each carrier
  • Multiple hierarchies: Ability to set up and store hierarchies on a per carrier basis
  • Direct integration with top carriers
  • 100% paperless 
e-Signature support
SureNB™
New Business e-App

Want to improve sales, lower costs, increase placement ratios, and provide better satisfaction to producers and clients? We have the answer.

SureNB™ is our new business automation module supporting your producers with everything from quoting, eApplications, and drop-tickets in order to intelligently streamline new business procurement for all lines of insurance.

Product Lines Supported: Fixed Life, Fixed Annuity, Long Term Care (LTC), Variable Annuity, Variable Life, Group Life & Health, Disability, Accident and Sickness, Prescription Drug Plan, Medicare Supplement.
Why you need it

Time is money – and SureNB™ helps your agency complete applications rapidly and accurately.

Save time with quick access to required information: SureNB™ gives users instant access to MVR reports, Rx checks, MIB, and other data sources of essential applicant information. With all necessary information at the touch of a button, you’ll see quicker turnaround time.

Eliminate mistakes: Fully integrated with both internal and external data sources, SureNB™ prevents virtually all inaccuracies that plague other electronic systems.

Benefits and Features

Happier producers: Producers love how SureNB™ streamlines the new business process, helping your them process more new business with quicker turnaround.

Increased sales: With faster turnaround, your agency can process more new business in less time.

Core Components:

  • EasyQuote™ – Carriers simply provide SuranceBay their rate tables, and we make those rates available for quoting/illustration directly within SureNB™.
  • SureNB™ Drop Ticket SuranceBay Videos Drop tickets – Whether you’re looking for a standalone drop ticket order entry system or wish to participate in our multi-carrier drop ticket system – or both – SuranceBay has a solution for you. Users are presented with a common workflow that can also operate specific to each carriers’ needs in order to submit drop-ticket orders. Submitted orders are routed based on a highly configurable setup available to its users. For example, your agency can configure SureNB™ in such a way that they review all orders prior to releasing them to the fulfillment center. Or, if the distributor acts as the fulfillment center, then they can complete the eApp. Orders released for fulfillment will follow the carriers’ guidelines and work with third parties accordingly.
  • eApplications – By enabling users to complete applications directly within the system – with instant access to external data sources – you’re agency will see 100% in-good-order applications submitted with unprecedented speed, ready for review and approval by the carrier.
  • eSignature – Our proprietary solution, EasySign™, fully compliant, fully integrated eSignature solution that streamlines the process whether one signer or multiple signers are involved. (Note: third-party eSignature platforms such as DocuSign can be integrated for an additional cost, if needed).

Features:

  • SureFill™ – Supported by one of the most extensive databases available, this feature enables instant data-population with validated data from credible sources so you’ll see quicker turnaround time.
  • SureCheck™ – SureNB™ users can run HIPAA-authorized prescription checks on prospects to instantly obtain comprehensive, validated information.
  • SureDiag™ – This service analyzes answers to medical and behavioral questions and – based on underwriting guidelines – suggests the most appropriate rate categories to provide the most likely underwriting outcome prior to submission.

Add-on features:

  • L&C verification – Licensing, contracting, and appointments is one of the most overlooked but most crucial elements to new business. To streamline this process, SureNB™ can be fully integrated with SureLC™, our industry leading L&C module.