Prudential (LIFE) - Schedule Setting Changes

Published: Thu, 04/09/20

Hi ,

In an effort to help streamline Prudential (LIFE) contracts with the related Marketing Organization we've added an additional setting to the schedules effective today, 4/9/2020.

This new change only affects the Prudential (LIFE) carrier ......No other Prudential divisions are affected by this change.

You'll now have an additional setting labeled as "Marketing Organization" within the commissions settings. The drop-down provides a list to choose from including an "Unidentified/Other" option in cases where the related Marketing Organization is not on the list, or is simply unknown.

Feel free to preset this option in your Master Schedule settings to avoid having to select this with each and every contract request.

To preset this option:

Go to your Agency L&C Setup page
Select the Carrier Tab
Search & select the the Prudential (LIFE) carrier from the menu
Select the appropriate "Marketing Organization" selection from the drop-down

Going forward this selection will map over to the contract workflow seamlessly.

If your agency does NOT market the Prudential (LIFE) products, please disregard this email.

If you need any assistance, send responses to our Support Team: support@surancebay.com.

Thank you,

SuranceBay Support Team

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