Helping Talented Agents Close More Sales


Carrier Updates

SureBridge has deployed a fix for the Template and Copy function of their POS system.

 Copying an existing Quote/Proposal, or using a Template to start a Quote/Proposal, that includes CI Wise Product Package (Senior/Non-Senior), CancerWise Plus (Senior/Non-Senior), HeartWise(Senior/Non-Senior), HospitalWise, Disability or Term Life plans:  These plans will be removed from the applicable Quote on the Proposal page.  There will be an error message indicating the need to add plans back to the Quote if they are desired.

Also, anytime there is a discrepancy between the eligibility of the applicant and a plan within the Template, based on age, the plan will be removed and require it to be added back.  Example: Quote includes an Accident Companion, but the Primary is age 64+, which is over the maximum age limit for that plan.

Sample Screen Shot:
You can click Dismiss or Cancel and continue to “Add Plans” to the Quote.

POS ScreenShot Example 9.10..18

SureBridge appreciates your patience while they worked on this fix. If you experience any issues or have questions, please contact SureBridge's Producer Support at 888-797-4447.