SuranceBay and Prudential have worked together to enhance the LIFE contracting workflow. Effective Friday 6/23/2023 (after 5pm ET) you'll now be able to submit both Fixed Life and Variable Life contracting in the same request.  

Currently agencies have to submit separate requests for each Life product line, creating duplicate entries for the same application.  The changes will greatly reduce the time it takes processing both products lines for the same producer.

Enhancements are scheduled to release Friday 6/23/2023 after 5pm ET.  

To accommodate the changes needed, schedule settings will now have separate Fixed & Variable Hierarchy settings as shown below:

PLEASE NOTE:  Existing schedule settings will remain intact, but will be listed under the FIXED LIFE hierarchy settings.  Any schedules that were created for VARIABLE LIFE products should be adjusted and moved to the Variable specific fields.

Forms will map accordingly based on the product selection.  If both products are selected you should expect to see both hierarchies mapped to the Life Cover Sheet along with multiple contract type selections at the top of the Life Application (CDS).  Samples are shown below:

If your agency does NOT market Prudential Life products please disregard this notice.