Transamerica Family Market Divisions - NEW Unified Forms Package

Published: Wed, 06/22/16

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Hi ,
**REMINDER NOTICE** - Changes will be effective tonight

Transamerica has recently changed their forms for many of their Family Market divisions.  This has been an ongoing effort to consolidate to a more unified package across all Family Market divisions.

Please note this change will not affect everyone.....It Only affects agencies that are currently setup with the following carrier selections:
  • Transamerica - MO05
  • Transamerica - Blue Family Markets
  • Transamerica - Red Family Markets
  • Transamerica - Maroon Family Markets
  • Transamerica - Green Family Markets
  • Stonebridge

All carrier's listed above will be REMOVED from SureLC effective Wednesday 6/22/2016 at close of business. 

The NEW carriers are already setup and can be transitioned over IMMEDIATELY to begin setting up your schedule settings.  Feel free to start using the NEW carrier today to begin using the new unified Transamerica Family Markets forms package.

The NEW Carriers are:
  • Transamerica Premier Life Ins Co (Brokerage)
  • Transamerica - MO-70

Please note only those agencies that were using the "GREEN FAMILY MARKETS" will now be using the "MO-70" carrier selection. 

ALL OTHERS, will be using " Transamerica Premier Life Ins Co (Brokerage)"
Old carriers will no longer be available effective this Wednesday 6/22/2016.
  • Please make sure you transition any schedule settings over, prior to Thursday the 23rd. 
  • Please process or close out any existing contracts under the OLD carrier.  Once the old carrier is removed (6/22/2016) you will not be able to process any requests that are currently pending without creating a new request under the NEW carrier.
Feel free to start using the NEW carrier today!

Thank you,
SuranceBay

phone: 877-264-6888


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