Provide SureLC™ to 100% of Your Distribution Chain 

While SureLC™ for Agencies is the market leader, we realize there are some agencies and producers which still don’t have access to it. This applies to your captive brokerages, smaller agencies that can not afford multi-carrier SureLC™ and to the producers you contract directly. SureLC Carrier Edition connects all your distributors with simple, fast and foolproof on-boarding process. Agency and producer on-boarding time is reduced by 90 percent, with 75% cost savings. You are getting compliant, verified information and eliminate paper with an automated online system. Based on the same platform as SureLC™, it provides all parties of the contracting workflow real-time access to unified data repository of the industry’s leading licensing and contracting system for general agencies and producers and enables breakthrough transparency, efficiency and performance.

Eliminate Not-in-Good-Order Paperwork

The user-experience of SureLC™ Carrier Edition is customized to match the workflows specific for your insurance company and eliminates Not-In-Good-Order paperwork. The examples of the rules that can be incorporated, in particular, include the following:

• EFT Information
  You may mandate EFT information during contract submission.
• E&O Coverage
  You may mandate E&O coverage during contract submission on per product basis.  SureLC™ Carrier Edition can recommend the purchase of the coverage from a broker of your choice.
• Product Training Requirements
  SureLC™ Carrier Edition  can navigate producers to your own product-specific training  to quickly and easily fulfill mandatory training requirements. They will also be notified of compliance with state specific training compliance for each of your products
• Vector One Hit Test
  SureLC™ Carrier Edition informs the on-boarding personnel if a debit-check report exists for a prospective producer

Looking for  100% In-Good-Order Data?

You receive thousands of new agent contracts every year, requiring tedious manual data entry to transfer this information into your internal systems. This not only squanders time, but exposes the process to human error. Further, the one-way flow of information makes your staff spend even more time fielding status inquiries and manually requesting missing or outdated information. The manual data entry and lack of ability to look up specific carrier data are main reasons for the not-in-good-order data. SuranceBay has a solution to the problem: bi-directional Data+Image integration.

SureLC™ Carrier Workstation enables your home office L&C team to streamline agent onboarding.

SureLA™ allows your home office employees to conduct all their business processes in one system: obtain credit and criminal reports,  make appointments and terminations, etc. – all with just a few clicks. Based on the same platform as SureLC™, it provides all parties of the contracting workflow real-time access to unified data repository of the industry’s leading licensing and contracting  system for general agencies and producers and enables breakthrough transparency, efficiency and performance.

Benefits and Features

• Background Screenings
  SureLA™ saves your company 20% – 50% off your current background screening costs by providing instant access to any existing background reports within our database. SureLA™ also enables you to order reports and view the results directly within application.
  SureLA™. Short Overview SuranceBay Videos
• Continuous Data Synchronization
  SureLA™ is fully integrated with NIPR and other data sources, providing updates to licensing, appointments and training information and eliminating non-compliance risks. Alerts of compliance issues, with integrated workflows encompassing general agencies and producers on the single system.
• Carrier Rules Implementation
  SureLA™ enables you to incorporate your own rules to ensure that all producers meet your requirements prior to submission. This prevents Not-In-Good-Order paperwork.
• Vector One Reports
• SureLA™ informs you whether a debit-check report exists for a prospective producer
• Product Training
  With SureLA™ you can configure product-specific training for your producers and they will be able to complete the training right  within the SureLA™ platform to quickly and easily fulfill mandatory training requirements.
• Workflows-Oriented Dashboards
  With SureLA™ contracting, renewals, compliance and To-Do workflows have optimized expressive functional user-interfaces minimizing need for monitoring and minimizing staff involvement.
• Captive Agencies
  SureLA™ provides optimized workflow and simplified UI for Captive Agencies and Carrier Agents
• Integration with Carrier Commissions and Policy Administration Systems
  SureLA™ is engineered with integrations in mind. By design, all integration tasks are encapsulated in the Carrier Integration Server that can be developed either by your IT or by our integration team. These tasks are supported by our extensive secure API. We also provide a reference implementation of the Carrier Integration Server allowing your IT to spearhead integration with SureLA™.

SureLA™ enables your home office L&C team to streamline agent onboarding.

SureLA™ allows your home office employees to conduct all their business processes in one system: obtain credit and criminal reports,  make appointments and terminations, etc. – all with just a few clicks. Based on the same platform as SureLC™, it provides all parties of the contracting workflow real-time access to unified data repository of the industry’s leading licensing and contracting  system for general agencies and producers and enables breakthrough transparency, efficiency and performance.

Benefits and Features

• Continuous Data Synchronization
  SureLA™ is fully integrated with NIPR and other data sources, providing updates to licensing, appointments and training information and eliminating non-compliance risks. Alerts of compliance issues, with integrated workflows encompassing general agencies and producers on the single system.
• JIT (Just-in-Time) Contracting and Appointments
  SureLA™ can be configured to hold appointments in most US jurisdictions until the first piece of business is submitted. This reduces appointment fees and verifies compliance for the business placed.
• Background Screenings
  SureLA™ saves your company 20% – 50% off your current background screening costs by providing instant access to any existing background reports within our database. SureLA™ also enables you to order reports and view the results directly within application.
  SureLA™. Short Overview SuranceBay Videos
• Rules-based Terminations
• SureLA™ allows to monitor both efficiency and compliance, eliminating non-productive appointments and avoiding compliance fines.
• Appointments & Terminations
  SureLA™ is fully integrated with NIPR and other data sources, allowing you to automate the appointments & termination process for producers.
• Product Training
  With SureLA™ you can configure product-specific training for your producers and they will be able to complete the training right  within the SureLA™ platform to quickly and easily fulfill mandatory training requirements.
• Captive Agencies
• SureLA™ provides optimized workflow and simplified UI for Captive Agencies and Carrier Agents
• Integration with Carrier Commissions and Policy Administration Systems
  SureLA™ is engineered with integrations in mind. By design, all integration tasks are encapsulated in the Carrier Integration Server that can be developed either by your IT or by our integration team. These tasks are supported by our extensive secure API. We also provide a reference implementation of the Carrier Integration Server allowing your IT to spearhead integration with SureLA™.

SureLA™ enables your home office L&C team to streamline agent onboarding.

SureLA™ allows your home office employees to conduct all their business processes in one system: obtain credit and criminal reports,  make appointments and terminations, etc. – all with just a few clicks. Based on the same platform as SureLC™, it provides all parties of the contracting workflow real-time access to unified data repository of the industry’s leading licensing and contracting  system for general agencies and producers and enables breakthrough transparency, efficiency and performance.

Benefits and Features

• Background Screenings
  SureLA™ saves your company 20% – 50% off your current background screening costs by providing instant access to any existing background reports within our database. SureLA™ also enables you to order reports and view the results directly within application.
  SureLA™. Short Overview SuranceBay Videos
• Continuous Data Synchronization
  SureLA™ is fully integrated with NIPR and other data sources, providing updates to licensing, appointments and training information and eliminating non-compliance risks. Alerts of compliance issues, with integrated workflows encompassing general agencies and producers on the single system.
• Carrier Rules Implementation
  SureLA™ enables you to incorporate your own rules to ensure that all producers meet your requirements prior to submission. This prevents Not-In-Good-Order paperwork.
• Rules-based Terminations
  SureLA™ allows to monitor both efficiency and compliance, eliminating non-productive appointments and avoiding compliance fines.
• Appointments & Terminations
  SureLA™ is fully integrated with NIPR and other data sources, allowing you to automate the appointments & termination process for producers.
• JIT (Just-in-Time) Contracting and Appointments
  SureLA™ can be configured to hold appointments in most US jurisdictions until the first piece of business is submitted. This reduces appointment fees and verifies compliance for the business placed.
• Vector One Reports
  SureLA™ informs you whether a debit-check report exists for a prospective producer
• Product Training
  With SureLA™ you can configure product-specific training for your producers and they will be able to complete the training right  within the SureLA™ platform to quickly and easily fulfill mandatory training requirements.
• Workflows-Oriented Dashboards
  With SureLA™ contracting, renewals, compliance and To-Do workflows have optimized expressive functional user-interfaces minimizing need for monitoring and minimizing staff involvement.
• Captive Agencies
  SureLA™ provides optimized workflow and simplified UI for Captive Agencies and Carrier Agents
• Integration with Carrier Commissions and Policy Administration Systems
  SureLA™ is engineered with integrations in mind. By design, all integration tasks are encapsulated in the Carrier Integration Server that can be developed either by your IT or by our integration team. These tasks are supported by our extensive secure API. We also provide a reference implementation of the Carrier Integration Server allowing your IT to spearhead integration with SureLA™.

Data + Image Integration = Speed of Contract Processing

You receive thousands of new agent contracts per month requiring tedious manual data entry to transfer this information into your internal system. There is a better way. We are ready to send you XML of the contracting data along with the PDF of all contracting paperwork. Replace tedious and error-prone human data entry with the automatic parsing of the securely sent XML files (your IT or your IT vendor/TPA will have to develop the parsing process). This service specifically benefits carriers that are not ready to adopt SureLA™ as Home Office onboarding solution: it was designed to be seamlessly embedded into your existing workflow.

Two-Way Data Integration = In Good Order Data for Everyone

What is better than Data Integration? A two-way Data Integration. You provide us with a regular data feed of your upline hierarchy and we guarantee that producer’s upline info is in good order. You feed us the status of the appointment requests and subscribing agencies can view producer status directly within SureLC™. In the former case you reduce call inquiries regarding  invalid/missing information. In the latter – the time spent fielding individual status requests. Carrier, agency, producer – everyone is winning.

Access to Data

SureAPI provides you with configurable data repository for your distribution. Automated processes keep all that data in sync with the public, industry and premium databases including NIPR, VectorOne, state sites, training vendors, etc.

Two-Way Data Integration = In Good Order Data for Everyone

What is better than Data Integration? A two-way Data Integration. You provide us with a regular data feed of your upline hierarchy and we guarantee that producer’s upline info is in good order. You feed us the status of the appointment requests and subscribing agencies can view producer status directly within SureLC™. In the former case you reduce call inquiries regarding  invalid/missing information. In the latter – the time spent fielding individual status requests. Carrier, agency, producer – everyone is winning.

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

SureNB™ is our new business automation module supporting its users with everything from quoting, eApplications, and drop-tickets in order to submit new business. Whether you’re a carrier retailing direct to consumers, working with a captive distribution sales force, or working with brokerage distribution partners, our solutions intelligently streamline new business procurement for all lines of insurance.

Why you need it

…Because time is money

– and avoidable mistakes along slow time-to-market squander time and cost you money.

Eliminate mistakes:

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

Get your products to market faster

Your new and updated products & forms can be made immediately available to the over 250,000 producers and 575+ general agencies using our platform.
SureNB™ Overview SuranceBay Videos

Save time by getting complete applications from the start:

SureNB™ gives users instant access to MVR reports, Rx checks, MIB, and other data sources of essential applicant information. With all necessary information submitted with each application, you’ll achieve increased placement ratios and quicker turnaround time.

Benefits and Features

Happier distribution partners:

Producers love how SureNB™ streamlines the new business process. BGA’s love it because producers flourish with it.

Increased adoption rates:

50-60% of new agents are already using our system for electronic contracting, so procuring new business on the same easy-to-use platform is a no-brainer.

Core Components:

• EasyQuote™ – Carriers simply provide SuranceBay their rate tables, and we make your rates available for quoting/illustration directly within SureNB™. No middle-man needed.

• eApplications – By enabling users to complete applications directly within the system – with instant access to external data sources – you’ll see 100% in-good-order applications submitted with unprecedented speed, ready for underwriters’s review and approval.
  SureNB™ Drop Ticket SuranceBay Videos

• 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 providing carriers with quicker turnaround time.

• SureCheck™ – SureNB™ users can run HIPAA-authorized prescription checks on prospects to instantly obtain comprehensive, validated information.

• SureMVR™ – Similar to SureCheck™, SureMVR™ allows users to obtain authorized motor vehicle reports.

• SureAlyze™ – 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.

As with all our modules, SureNB™ for Carriers is a fully integrated solution in the SureApp™ suite.

And as with all of our services, with this solution, your staff will have access to the first class technical support. Our team of “SureApp™ experts” boasts industry-leading response times with a hands-on approach.

An intelligent system rendering your most up-to-date forms quickly and easily accessible to nearly 600 agencies with approximately 300,000 producers

With SureForms, carriers provide us with their contracting, new business, and policy owner service forms – and subsequent updates – and we make them available with an intelligent search system to give users the exact forms they need, so carriers, in turn, get the right forms the first time.

Why you need it

With SureForms, you get our assurance that nearly 600 agencies and their 300,000 producers are accessing the appropriate forms. …No more relying on each agency to manage forms themselves.

SureForms also saves you time and money by streamlining the process of getting the right and most up-to-date forms to users and ensuring the proper forms are distributed and returned.

Features

With SureForms’ intelligent search capability, users ast presented with the exact forms needed rather than having to comb through a host of forms they might need, which, in turn, expedites the process.

As with all of our services, your staff will have access to the first class technical support from our SuranceBay team.

And as with all our modules, SureForms is fully integrated in the SureApp suite.

Design and deploy your new and updated forms, getting them to market faster than ever before!

As a complement to SureNB, SureDesigner is our one of kind mapping and coding software that streamlines the preparation and updating of product forms… In fact, SuranceBay’s in-house professional services team uses SureDesigner to map and code our own forms.

Why you need it

Carriers constantly have to make both minor and major updates to their existing forms, in addition to developing forms for new products. Our proprietary software allows carriers to have complete control in how they would like these changes to be made.

Save time & money by managing your own forms instead of making changes manually or depending on your vendor to make releases and updates – so instead of it taking weeks or months, you can make the new and updated form accessible in just days or even minutes. Once complete, your new/updated forms will be made available to distribution immediately, guaranteeing that the correct form will always be in use.

Another break-through time saving

Features

SureDesigner’s customization enables your staff to tailor your product forms so that the information required by your underwriters is procured, allowing them to make faster and more accurate decisions. Our advanced customization also presents follow-up questions based on specific answers, thereby eliminating the need for additional correspondence, minimizing resubmissions, and drastically reducing the time it takes to get a policy issued.

Another time-saving feature: Child forms are automatically updated based on changes applied to master forms. No more having to make changes to every single version.

As with all our modules, SureDesigner is a fully integrated solution in the SureApp suite.

And as with all of our services, with this solution, your staff will have access to the first class technical support. Our team of “SureApp experts” boasts industry-leading response times with a hands-on approach.

Say goodbye to the days of data entry and slow processing times with SureImaging.

SureImaging utilizes optical character recognition (OCR) and image recognition integration to recognize and extract information on scanned and uploaded forms – whether an image or a PDF – and then convert it to an actionable format that allows the documents to be mined, modified, and sorted.

With SureImaging simplifies and expedites the way you manage documents, while enabling you to securely submit digital versions directly to agencies.

Easy.Insure makes shopping for insurance a breeze – consumers can run quotes and search for agents. Agents can build a profile, and provide “LinkedIn” type information about themselves and the work they do, photos, and contact information.

Consumers are also able to rate their experiences with the agent. Easy.insure is different than typical lead generation sites and in that, more attractive to consumers, as they can select which agent(s) they want to contact them rather than getting a barrage of phone calls.

Agencies and producers want to ensure that all commissions are reconciled in a proper and manageable manner and that any discrepancies are handled expeditiously.

Carriers can provide commission data-feeds in any format on behalf of agency/producer clients – and SuranceBay will handle the rest.