Soured from SureBridge Broker Announcement from 10/14/21: 

Be Ready for Selling Season – Important Reminders

We’re glad to work with agents like you who are committed to using their expertise to help customers through the challenging task of finding health insurance and supplemental coverage. As we enter the peak selling-season of the year, we wanted to remind you of a few important sales practices to help protect you and your book of business.

As shared in the Chesapeake/SureBridge “Sale Practice” and “Ethics & Compliance” trainings:
• Only you, as licensed and appointed agent with Chesapeake, can:
o Sell, solicit or negotiate business on behalf of Chesapeake/SureBridge,
o Conduct sales (product) presentations, and
o Assist your customers with the application/enrollment process.

• The use of sales assistants, enrollers and/or screeners who are located outside the United States to conduct business on behalf of Chesapeake/SureBridge is strictly prohibited.

Keep in mind, having another person make calls, do some of the work, or even just act as a language translator, if they are not licensed and appointed, and perhaps even more importantly – if they are not located in the United States, could put your contract with Chesapeake at risk.

Let your customer know they can count on you!

You have the expertise your clients need, and they trust you to help them through the insurance process. By following these sales practices, you not only help ensure your reputation with your customers, but you also help ensure compliance with your Producer Agreement (PA). We value your skills, we appreciate the effort it takes to become licensed and appointed, and we are grateful you choose to do business with us!

 

If you have questions about your PA and/or sales practices, contact your CSM  Sales Director today! 

Communication as of 1/13/21: As you know, SureBridge customer service has been experiencing high call volumes.  Last month we put in place a call triage system that allows customers with simple requests such as cancellations, policy prints, address changes and ID cards, the ability to simply leave a voicemail message rather than holding to speak to a customer service representative. Please remember that many changes/inquiries can be made on the new Customer Portal at https://www.MySureBridgeInsurance.com and we have also re-opened the self-service tool at MyPortal.SureBridgeInsurance.com (or www.ChesapeakePlus.com) for customers and agents. The table below provides a list of functionality available through both sites for your convenience. New Customer Portal https://www.MySureBridgeInsurance.com Reinstated Self-Service Tool MyPortal.SureBridgeInsurance.com Customers with policies that have migrated to the new system are able to: ·       Cancel a Policy ·       Make a Payment (One-time Only)   REGISTRATION REMINDERS: 1.     The email to register must match the one submitted at the time of application 2.     DOB must match the application 3.     Do not use the “02” or “08” at the beginning of the Member ID (policy number) All customers and agents are able to: ·       Cancel a Policy ·       Update Payment Information (Customer only) ·       Address or Phone Number Changes ·       Request ID Cards ·       Request a Duplicate Policy Print ·       Search for a Provider   NOTE: Requested changes made on the reinstated Self-Service Tool require manual processing that can take 7-10 days to complete. These actions allow us to more efficiently route customer calls, however completing these transactions requires manual processing and we are still working though the requests.  This is our top priority and we have brought in a large number of additional resources to work through them as quickly as possible. Thank you for your patience and support as we work to process all requests as quickly as possible.

SureBridge Simplified Draft Date Schedule

SureBridge communication from 11/20/20:

As a result of agent feedback, we have reviewed and simplified our billing draft date schedule for policies migrated to the new policy administration system! NO CHANGE: Customers with current draft dates on the 1st through the 11th of the month will see no change in their billing draft date. This means that 65% of all SureBridge customers will see no change to their normal billing date. NEW DRAFT DATE: All other customers will move to a billing draft date on the 10th of each month. We apologize for any challenges the original schedule may have created and look forward to continuing to better serving you and our customers.

SureBridge message from 10/30/20:

We recently communicated the following schedule for migrating in-force policies to our new policy administration system:

• Oct. 29: Policies will be locked in the system so changes cannot be made to them via customer service or customer portal until the state is fully converted to the new administration system.
• Oct. 29 – Nov. 9: Initial system conversion for in-force business only, excluding List Bill customers and those with DVH products. (To be converted in February 2021)
• Nov. 3 – Nov. 9: Policies will be migrated by geographic state bundles. As the policies are migrated, customers will then be able to make changes via customer service and the new customer portal.
• 2021: New business will convert after Open Enrollment ends.

There has been a change to the policy release schedule for regional bundles. Several of the release dates have changed and the state of MA will not be converted until February 2021. MA will remain on the SureBridge Mainframe until it is converted.

Click here to view the latest state release schedule map.

We are excited about the changes that are coming and look forward to better serving you and our customers. There is no action required by the Agent. 

SureBridge: Reinstating Policies Suspended Due to COVID-19 Premium Relief SureBridge recently communicated that since March, there were a number of policies suspended in conjunction with State regulated COVID-19 premium relief guidelines that had reached their suspension maturity date and were lapsed the week of August 24th. There is a final group of approximately 2,000 policies that are currently suspended at the request of the customer that will be maturing on September 18, 2020 that will also lapse. In an effort to allow agents to contact customers to reinstate these policies, they will be sending each impacted agent an email that will outline the reinstatement process and include customer information for any policies that were suspended due to COVID-19 premium relief efforts. SureBridge will allow any policies that were suspended or lapsed as a result of COVID-19 premium relief to be reinstated outside of the normal 45-day guideline through December 31, 2020. These policies fall under two categories: Policies with a paid-through date less than or equal to 3 months: If the customer approves reinstatement of the policy using the current payment method, the agent can email a request for reinstatement to ProducerSupport@SureBridgeInsurance.com with the subject line “COVID REINSTATEMENT”. Once received, the necessary premium amount (up to 3 months of premium) will be drafted to bring the policy up-to-date and the policy will be reinstated. Please note: The agent must receive approval from the customer for the draft and reinstatement of their policy(ies). The agent must also ensure the customer is aware that we will draft their account for up to 3 months of premium to bring the policy to a current paid status. Policies with a paid-through date greater than 3 months: The customer must contact Customer Service at (800) 815-8535 to complete an authorization form and discuss repayment options. Please note: The agent cannot authorize payments or request reinstatements on behalf of the customer. The customer must provide the authorization to complete this type of payment and reinstatement. Please contact SureBridge Producer Support at (888) 797-4447 if you have any questions.