Transamerica - SureLC and Review Process

Published: Fri, 07/05/13

Hi ,

Transamerica has requested that we implement the Agent Review Process within SureLC prior to applying producer's signatures to their contracting forms.

Effective immediately - all Transamerica (and related Transamerica companies' contracting) forms will require the producer to "review" the forms.

The updated list of carriers requiring confirmation can be found here: https://surancebay.zendesk.com/entries/21811438-Which-carriers-request-confirmation-before-adding-the-signature-

This is a carrier request, rather then something we implemented on our own. Plesae click here for more information: https://surancebay.zendesk.com/entries/21797733-Why-do-some-carriers-require-the-review-process-

Please let us know if you have any additional questions.

P.S. SuranceBay's offices will be closed on July 5th, 2013.