Instructions for Electronic Contracting
Q: What do I need to get started?
A: This system will upload the majority of your information automatically from the national producer database. In order to start, please have a voided check and a copy of your E&O declarations page nearby. For those carriers that do not mandate direct deposit or E&O you are not required to load this information.
Q: Do I need a scanner to use online contracting?
A: No. If you do not have a scanner, you can fax required forms to 402.334.6300402.334.6300. If you do have a scanner you can upload directly to the system or you can email the forms to firstname.lastname@example.org. In most situations you can also upload the documents directly into the SuranceBay system or use your computer’s camera for imaging.
Q: Do I have to download and maintain software on my computer desktop?
A: No. The program is entirely web-based and installation is not required; however, please note that depending upon your Internet connection, the initial page will take 15-20 seconds to load (longer for those without high-speed Internet). The only information you have to “maintain” is your personal information (address, phone, etc.). Everything else is updated for you automatically by our office, the insurance carriers, and NIPR.
Q: What does PDB stand for
A: The Producer Database (PDB) is an electronic database consisting of information relating to insurance agents and brokers (producers). The PDB links participating state regulatory licensing systems into one common repository of producer information. The PDB also includes data from the Regulatory Information Retrieval System (RIRS) to provide a more comprehensive producer profile. This helps to eliminate the entry of your basic license information including address, contact information, etc.
Q: Do I have to answer the background questions every time I log in?
A: Yes, but each time after your initial login, it will only take you a few minutes to confirm your answers have not changed, or to update answers if necessary. You may also be asked a few carrier specific questions, depending upon the appointment requested. When requesting a new carrier appointment after your initial login, simply click on the “Appointment Request” tab to do so.
Q: I just want to complete paper forms. Can I still do that?
A: Yes. Contact your sales manager or our contracting department at 800.397.9999