Time Savings
Producers can complete their information input in approximately seven minutes.
Contracting
Simplify Insurance Licensing and Contracting with SureLC™ by SuranceBay
Roughly seven minutes of typing, then the paperwork handles itself.
Key features
What it actually does.
Automated Data Population
Integrates with NIPR, LIMRA, ClearCert and state licensing databases to auto-populate producer information, minimising manual entry.
Comprehensive Transmittals
Includes every requisite transmittal form for each carrier, so you always have the documentation contracting needs.
Automatic Paperwork Updates
Carrier contracting paperwork updates itself, keeping you compliant with the latest requirements.
Imaging with OCR
Optical character recognition means uploaded documents are recognised and auto-sorted in seconds.
Paperless e-Signature Support
100% paperless with e-signature capabilities for swift, secure signing.
Benefits
What changes for you.
Reduced Administrative Burden
Automated data entry and document management put your attention back on clients.
Enhanced Compliance
Automatic updates and comprehensive transmittals keep you compliant with carrier requirements.
The rest of the stack
Seven more tools come with it.
Presentations
Ensight
Interactive life, LTC and annuity presentations that make a complex design obvious in one screen.
Explore EnsightIllustrations
WinFlex Web
Run and compare life illustrations across every carrier from one cloud-based platform.
Explore WinFlex WebEnd to end
iPipeline
Quote, e-app, underwriting, e-signature and policy delivery in one connected ecosystem.
Explore iPipelineA true Ally
Experience the Assurance Ally difference
Leave behind the impersonal, high-pressure world of IMOs. Join one that values collaboration, innovation and your success.