SureBridge Agent Resources and Materials

New Enhancement for the SureBridge eSignature Process

On March 25, 2022, an enhancement will be made to our eSignature process within the Point-of-Sale (POS) Tool. This update will be seamless and require no extra work from you. We are excited to share how this enhancement will simplify the electronic signature process for both you and your client.

How will this simplify eSignature?

  • You will no longer need to activate or maintain a DocuSign account for SureBridge applications
  • Clients will no longer need to sign through DocuSign; the eSignature will take place directly below the application in the POS tool
  • There will be no changes to the quoting or application process — only the eSignature process will be updated.

View this eSignature Guide that will walk you through the new process of each signature method including the In Person, Email, Text, and Voice options.

Premium Change for SureBridge Prime DVH

After nearly three years of success in the Dental-Vision-Hearing market, the time has come to adjust pricing on the SureBridge Prime DVH product. This premium change will better position the product against rising costs and help ensure its continued success in the DVH space. Effective May 6, 2022, rates for SureBridge Prime DVH plans will be adjusted for new business and existing policies that have been in force for more than 12 months in the states of AL, AZ, CT, ID, IL, MN, NE, OK, and WY. Other states are expected to follow. We will notify you prior to future releases.

Even with this upcoming adjustment, we expect Prime DVH plans to remain very competitive in the Dental-Hearing-Vision product landscape. See how we stack-up against current competitors; view this DVH product comparison.

More on SureBridge Prime DVH Premium Change
Who does this change affect?

  • In the indicated states, customers with policies in force for at least 12 months will see their rate adjusted on their premium payment due on or after May 6, 2022 (based on their premium due date).
  • For policies in force fewer than twelve months, premium adjustment will occur on the first premium due date following their first policy anniversary.
  • New quotes and applications for Prime DVH will reflect the new rates on the POS tool starting May 6, 2022.

How is this being communicated to customers?

  • A letter is mailed between 30-60 days in advance (depending on the state) notifying the Prime DVH customer of the rate change, when it will take effect and the increase amount.
  • The first round of letters will be mailed this week in the state of AZ for plans that have been in force for at least 12 months. The new rate will take effect May 6.

What is the premium change?

  • Increases will vary by state, but generally range from 10-28%.

Will this change affect plan benefits or commissions?

  • There are no changes to Prime DVH plan benefits.
  • There are no changes to commission. Commissions are structured as a percentage of premium and those percentages will remain the same.

Contact SureBridge Producer Support by calling 888-797-4447, or by emailing:

SureBridge Supplemental Product Incentive
February 15, 2021 — May 15, 2021

With the enrollment period extended, now is the time to build growth and gain momentum going into 2021! Present your clients with a variety of SureBridge supplemental plan options designed to help them close coverage gaps and round-out their overall health coverage. When you do, you could earn $25 in addition to your commissions for every eligible plan issued!

Earn $25 for every eligible SureBridge supplemental product when you submit eligible applications between February 15, 2021 — May 15, 2021 and meet your baseline of 5 qualifying policies.

Click for full details including eligibility and rules.

New Agent First Apps Bonus
NEW agents can ear $50 after their first two applications are issued!

We kept things simple. Agents who are actively appointed with us and write their first two applications that result in issued business, will earn a $50 bonus. No timeframe. No lookback.

From 1/1/2021 to 12/31/2021

New Agent First Apps Bonus

How Do I View My Book of Business?
A walkthrough of how to view and download your Book of Business report

The Book of Business (BoB) report provides you with the status of all your issued business. The report will tell you what policies an insured has, their effective dates, paid to dates, premium amounts, benefit levels, and more.

How To – Book of Business Report

SureBridge HospitalWiseTM

No matter how good their medical insurance, if your clients are hospitalized for an injury or sickness there will probably be medical expenses and out-of-pocket costs that aren’t covered. HospitalWise from SureBridge provides an extra layer of financial protection so focus can remain on what really matters.

SureBridge Dental, Vision, and Hearing Materials

The SureBridge dental, vision, and hearing plan provides covered services under one policy for a single premium. It’s a more affordable way for the whole family to get regular checkups, which can help prevent serious health conditions. Coverage is available at thousands of providers nationwide. The CAREINGTON Maximum Care Network provides access to preventive, basic, and major dental care. The TruHearing® network administers the hearing benefits and offers discounts on hearing aids.


*Check back for updated documents, we are continually refreshing as they become available.