For Carriers

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™ Compliance for Carrier
Compliance in 5 Easy Steps
Data + Image Integration

You receive thousands of new agent contracts per month requiring tedious manual data entry to transfer this information into your internal system. With 600,000+ contracts produced by SureLC Agencies every year, typical L&H carrier receives majority of the contracts originated on our systems. Eliminate waste and errors of manual process by integrating with us and receive your data and imaging electronically.

SureLC™ Carrier Edition
Onboarding Portal,  Licensing & Contracting

The ultimate way to connect to your distributors, captive agencies and direct producers. Provide your agents with compliance management. Simplify and accelerate the onboarding process with our automated solution for recruiting and retaining producers.

SureLC™ Carrier Workstation
Home Office Solution
Process Contracting in Minutes

Carrier Workstation is unique in its ability to drive unparalleled operational efficiency and optimize all processes across producer / rep on-boarding, registration and licensing activities. Producers and reps self-service licensing and registration transactions via SureLC platform; data is captured once and then reused and updated automatically through integration with regulatory databases, background screening, training providers and relevant internal systems. Workstation’s rich and comprehensive capabilities reduce transaction processing time by 80%.

SureLC™ Appointments & Terminations
Home Office Solution
Appointments & Terminations

Contracting workflows can be configured to generate and hold appointment requests until the producer submits their first business.
Carrier can enforce custom workflows, such as collection appointment fees or product trainings.
Appointment renewals are validated against current production, licensing and training, saving money on renewals and minimizing compliance exposure.

SureLC™ Compliance Monitoring
Monitoring Licensing, Appointments and Training

Monitoring all aspects of compliance including licensing, training and appointments. Proper notifications are sent to the producers and agencies and updated requirements are passed through software for review and approval

SureLC™ Carrier Edition
Onboarding Portal
Licensing & Contracting
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
Home Office Solution
Process Contracting in Minutes
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™
Home Office Solution
Licensing, Appointments & Terminations
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™
Home Office Solution
Licensing, Appointments & Terminations
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™.
SureLC™ Integrations
Electronic Data & Imaging
Compliance Solutions
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.

SureAPI™
Complete Electronic Data
Real-Time Compliance

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.

SureForms™
Form Development

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.