In preparation for SureBridge’s transition of payment vendors ALL in-flight applications using credit card as a payment method will need to be submitted prior to 8 PM on May 15.

Starting from 8 PM on May 15 through 8 PM on May 21, any application started or submitted using a credit card will require the New Business team to contact the applicants directly and recollect their credit card information. Applications started but not submitted during this timeframe could be impacted up to 30 days from the date the application was started, creating additional work for both New Business and the customer.

To reduce this impact, and the need to contact the customer, please close as many of your in-flight applications prior to 8 PM May 15 as possible; and where feasible do not select credit card as a method of payment for applications from 8 PM May 15 through May 21.

Applications started on or after May 22 will process as normal under our new payment vendor.

Also, please be aware that the Self Service portal, for credit card processing, will be unavailable from 8 PM on May 15 through 8 PM on May 21, for both you and your customers.  For urgent issues, please contact Customer Service at 1-800-815-8535.

 

If you have any questions – reach out to your Cornerstone representative

Important Point of Sale (POS) Tool Impacts

Updates to the Surebridge Point of Sale tool will begin around 7 PM CST Thursday, February 20 which could cause the system to be temporarily unavailable.  Email Proposals sent prior to Friday (2/21) will not be able to “Apply” for the new application after Thursday (2/20).  If the application is not started by the customer before Thursday (2/20), a new Proposal must be created.

In addition to the revised Application** and product revisions in Maryland, the following updates will be made to the POS Tool:

• Accident Disability Direct Changes
  • All Benefit Levels will now be considered Guaranteed Issue (GI); subject to eligibility questions such as citizenship, occupation and salary
  • All Elimination Periods and Duration options will now be available for all Benefit Levels
  • Simplified Issue (SI) commission levels will be paid for all Benefit levels

• The Citizenship Question on the application has been revised to allow the selection of “DACA (Deferred Action Childhood Arrival) Recipient”

• Now Allowing Prior Dental Coverage Credit for the PPO Dental Premiere and Senior PPO Dental Premiere – Waiting periods may be waived on the PPO Dental Premiere for new customers previously covered under “full dental coverage,” provided such prior coverage was in effect for at least 12 consecutive months with no gaps in coverage greater than 63 days prior to their application date. The applicant will be required to provide their prior dental coverage information on the application. Partial credit will not be allowed.
  • “Full Dental Coverage” is defined as coverage that includes Types I, II, and III covered expenses, such as restorative, endodontic, periodontic, prosthodontic, and oral surgery. The PPO Dental Basic or Bronze Dental plans do not meet this definition and will not qualify for the waiver if upgrading to the Premiere.

** Please review the new application carefully as some of the questions may have changed.

Additional Point of Sale (POS) Tool Update                              

Improvements to the Voice Signature Process

All required disclosure verbiage will now be displayed on the UI screen.  You will no longer have to open each document to read and acknowledge separately.  Simply scroll down to read what is required, acknowledge at the end, then move to the next step.

In addition:

• We have adjusted verbiage throughout to read “Do you” instead of “I”.

Only the required verbiage for applicable plans will display.  For example: The Pre-existing disclosure for Disability plans will not display if the customer is not applying for a Disability plan.

 

Other News

• EyeMed: Changes to Participating Retail Providers
• In Case You Didn’t Know
• Producer Support is here to help!

Click here for details regarding these topics.

Don’t Miss a Thing!

• See the Commonly Asked Questions about Prime DVH.

 

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