Paper Application Submission via Email

In November, we streamlined the submission process for all Life products and Health products (excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care) by introducing the ability to submit paper applications and additional requirements via email. As a reminder, when utilizing the email options to submit either new business or additional requirements: Attachments must be in TIF or PDP file format (pictures are not accepted) Emails or attachments cannot be password protected Email subject lines must include either “New App” or the Policy Number “XXXXXXXXX” Multiple attachments must be for the same case file in the email
Read More

Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Important Changes To SureBridge Agent Emails

Changes to Producer & Agency Welcome Emails and DocuSign Account Activation Reminder Emails Important Updates — We wanted to make you aware of some changes that were recently made to our Producer and Agency Welcome emails and DocuSign Account Activation Reminder emails. Welcome Emails Users will now receive 2 emails: The first email will be the same Welcome email they receive today, with the exception of “Your password will be delivered in a separate email” replaced the Password line. The second email will contain their temporary password. Welcome email will CC the immediate reporting authority and BC the top level
Read More

Categories: Dental, Industry News, and SureBridge.

SureBridge New DVH Product In Maryland & POS Tool Updates

SureBridge Product Releasing on Friday, February 21 • Prime DVH* — MD Please refer to the Supplemental Product & UW Guide, training guide, and brochures on the Broker Portal for product details. See our chart for SureBridge product availability by state.   * Prime DVH Training To best serve our customers, please complete the Prime DVH training module prior to selling this product. To verify that you have completed the course, click on the “Training” tab from the Home page of your Broker Portal. Next, click on the “SureBridge University” button under LINKS on the right side of the page.
Read More

Categories: Dental, Industry News, and SureBridge.

SureBridge New DVH Product In MT, NC, VA & POS Tool Updates

SureBridge Products Releasing on Friday, January 24 • Prime DVH* — MT, NC, VA Please refer to the Supplemental Product & UW Guide, training guide, and brochures on the Broker Portal for product details. See our chart for SureBridge product availability by state.   * Prime DVH Training To best serve our customers, please complete the Prime DVH training module prior to selling this product. To verify that you have completed the course, click on the “Training” tab from the Home page of your Broker Portal. Next, click on the “SureBridge University” button under LINKS on the right side of
Read More

Categories: Dental, Industry News, and SureBridge.

Enhancements to SureBridge University

Enhancements to SureBridge University In an ongoing effort to enhance your training experience, we have made enhancements to SureBridge University. In the SureBridge University link found on the Broker Portal, we added several PowerPoints for the trainings in the “Sales Tool Training” program and “Product Training – Individual Product Courses” program found in your Learning Library. These PowerPoint trainings are now available for agents to download. Additionally, a Voice Enrollment with Voice Signature training was posted to assist agents who may need help with that process. Questions? Contact SureBridge Producer Support by calling 888-797-4447, or by emailing: AgentCommunications@SureBridgeInsurance.com.    
Read More

Categories: Dental, Industry News, and SureBridge.

Email Submission for Paper Applications

Sending a fax can be time-consuming and frustrating, that’s why we are pleased to announce paper applications can now be submitted via email. This update is effective immediately and available for all Life products and Health products, excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care. While this new capability will streamline the submission process there are some very important steps to follow in order to make sure applications are being submitted correctly and securely. Please ensure you follow this guide when submitting new business and additional requirements via email. Thank you for your business and if
Read More

Categories: Critical Illness, Dental, Disability Income Insurance, Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

New DVH Product In AK / POS Tool & Member Portal Updates

SureBridge Products Releasing on Wednesday, October 30 • Prime DVH* — AK Please refer to the Supplemental Product & UW Guide, training guides, and brochures on the Broker Portal for product details. See our chart for SureBridge product availability by state.   * Prime DVH Training To best serve our customers, please complete the Prime DVH training module prior to selling this product. To verify that you have completed the course, click on the “SB University” tab from the Home page of your Broker Portal. The course will show as “Completed” under the “My Learning” page. If it is not
Read More

Categories: Dental, Industry News, and SureBridge.

RESOLVED Issue with Email Proposals

The issue related to Quote Proposals sent via email has been resolved for newly created proposals. However, there can still be an issue for Email Proposals already generated to customers prior to Saturday, October 12, 2019. Therefore, we suggest creating new Email Proposals or contact your customers and initiate/start the application process yourself, on their behalf since applications processed by the agent were not incurring this issue. We apologize for any inconvenience you may have experienced during this time. Questions? Contact SureBridge Producer Support by calling 888-797-4447, or by emailing: AgentCommunications@SureBridgeInsurance.com.     #goldencareagent #surebridge
Read More

Categories: Dental, Industry News, and SureBridge.

SureBridge Notification: Additional Carriers Blocking Text Messages

Additional Carriers Blocking Text Messages for “In Person” and “Text” Signature Methods Please be aware, as with T-Mobile and Verizon, more carriers are implementing new security measures that are blocking our text messages containing the 4-digit SMS access codes, and/or the link for new applicants to sign their DocuSign documents. We have been informed that the issue is now occurring with AT&T as well as other carriers, suck as Cricket. Rest assured we are currently working on a solution that will resolve these issues. In the meantime, we suggest customers select “Sign via Email” as their Signature Method as opposed
Read More

Categories: Dental, Industry News, and SureBridge.

New DVH product in California

SureBridge Products Releasing on Friday, September 27 Prime DVH* – CA No application fee when sold as a stand-alone. When sold with another SureBridge supplemental plan, the appropriate application fee will apply. Wellness Rider (for CancerWise Plus & HeartWise) – OH Discontinue Income Protection Direct – MA (Details below) Please refer to the Supplemental Product & UW Guide, training guide, and brochure on the Broker Portal for product details. See our chart for SureBridge product availability by state.   * Mandatory Prime/DVH Training Prior to selling Prime DVH, you must have completed the mandatory SureBridge University product training modules. To
Read More

Categories: Dental, Industry News, and SureBridge.