New SureLC Integration with Annuities Genius

SuranceBay is excited to unveil an upcoming integration with Annuities Genius, debuting in SureLC tomorrow, October 19th! Through this forthcoming integration, producers will gain the ability to seamlessly utilize Annuities Genius for quoting and illustration purposes with direct access to the Annuities Genius website right from their SureLC profiles.

SuranceBay is excited to unveil a new integration with Annuities Genius, debuting in SureLC tomorrow, October 19th! Through this integration, producers will gain the ability to seamlessly utilize Annuities Genius for quoting and illustration purposes with direct access to the website right from their SureLC profiles.

Producers can sign up for a free trial and when they decide to use Annuities Genius beyond the trial period, the producer will be charged by Annuities Genius to use their software. There is no charge to agencies for their producers’ Annuities Genius accounts. You can learn more about the integration between SureLC and Annuities Genius at THIS LINK.

Connecting SureLC producer profiles to Annuities Genius provides the following benefits:

• Carrier and product availability will be synchronized automatically from your agency’s SureLC account to Annuities Genius (including any affiliation or carrier restrictions). As a result, quoting will only show the available carriers/products from your agency’s settings.
• Carrier rules will be verified to ensure that producers are not missing required information, like training or licenses. The requirements status will be shown in the Annuities Genius e-applications.
• When producers add missing information to their SureLC profiles, the updated information will be immediately reflected in Annuities Genius.