Please ensure you've transitioned your Ameritas carrier selections as described in the notice below.
This message only applies to agencies that are currently contracting producers
with Ameritas. Please disregard this message if your agency doesn’t market Ameritas products.
_________________________________________________________________
The NEW carrier listings are as
follows:
- Ameritas
(BROKER)
- Ameritas
(PRODUCER)
- Ameritas (INDEPENDENT
AGENT)
- Ameritas
(AGENT)
- Ameritas
(RETIREMENT)
- Ameritas
(GROUP)
- Ameritas (STRATEGIC
ALLIANCE BROKER)
- Ameritas
(LEGACY)
- Ameritas
(TEMPORARY/STACKING)
- Ameritas (FINANCE
PLAN/EXPERIENCED EAFP)
- Ameritas (FINANCE
PLAN/NEW AGENT NAFP)
The OLD carrier listings that will soon be RETIRING:
- Ameritas Life Insurance Corp
- Ameritas Life Ins Corp Of New York
WHEN WILL THIS CHANGE TAKE PLACE?
We have already opened the NEW carriers so you can begin to view the schedule settings and forms setup for each business channel. Feel free to
begin contracting from these NEW Ameritas carriers immediately.
We plan to RETIRE the OLD carrier listings effective Friday May 22nd 2020 . Again, RETIRING carriers will include:
- Ameritas Life Insurance Corp
- Ameritas Life Ins Corp Of New York
If you are currently using any of these OLD carrier listings, please begin transitioning to the
NEW carriers based on your agency's needs.
HOW DO I KNOW WHICH CARRIERS APPLY TO MY
AGENCY?
Each carrier has a unique package of forms. To determine the carrier needed, take a closer look
at the Checklist Forms you currently use. Each will have a form Number in the bottom left corner that you can use as a guide.
Use the following list as a guide that maps the NEW carrier needed, to your Checklist Form
#:
|
Carrier
|
Checklist Form Numbers
|
|
Ameritas (BROKER)
|
ULC95, ULC96
|
|
Ameritas (PRODUCER)
|
ULC298, ULC299
|
|
Ameritas (INDEPENDENT AGENT)
|
ULC66, ULC67
|
|
Ameritas (AGENT)
|
ULC69
|
|
Ameritas (RETIREMENT)
|
ULC198, ULC199
|
|
Ameritas (GROUP)
|
No Form # - Applies to Dental/Vision Products
|
|
Ameritas (STRATEGIC ALLIANCE BROKER)
|
ULC224, ULC225
|
|
Ameritas (LEGACY)
|
AL1043
|
|
Ameritas (TEMPORARY/STACKING)
|
ULC74
|
|
Ameritas (FINANCE PLAN/EXPERIENCED EAFP)
|
ULC192
|
|
Ameritas (FINANCE PLAN/NEW AGENT NAFP)
|
ULC75
|
HOW DO I ADD THESE NEW CARRIERS TO MY FULL
LIST?
Here is a quick link to our Help Desk forums that will guide you on how to add a
carrier: https://support.surancebay.com/hc/en-us/articles/214271978-Agency-Setup#Carriers
CAN I RENAME THESE CARRIERS?
Absolutely!
We understand the naming convention may be significant to you, and to Ameritas, but it may not be clear to your Producers. If more than one Ameritas carrier division is needed you may want to better define each to eliminate any ambiguity, especially if both carrier's cross over the same product lines.
Our Carrier Alias feature
allows you to re-label the carrier name to something more significant to your Producers.
To learn more about the Carrier Alias feature, check out this article on our Help Desk: https://support.surancebay.com/hc/en-us/articles/360007229093-Carrier-Alias-Change-Carrier-Naming-Convention.
If you need any assistance, send responses to our Support Team: support@surancebay.com.
