SmartLink for Service Providers

SmartLink for Service Providers (SSP) is a SmartOffice® service that enables a general agency and a service provider to exchange data using a secure connection. The service enables users to electronically transmit report order requests to the service provider. In response, the service provider sends the general agency a report status for each requirement. A background service automatically inserts the requirement status into the applicable SmartOffice pending case requirement notes.

Key facts about SmartLink for Service Providers:

• By receiving statuses from a service provider electronically, the general agency eliminates the need to dedicate employee resources to searching for statuses on ordered requirements through phone calls or letters.
• SmartLink for Service Providers currently supports the NAILBA 800 (report order) and NAILBA 850 (report status) formats.

Requirements

• SmartOffice version 6 or later
• SmartCaseManager license

• Pending Case & Policy Setup Administrator license
• SmartLink for Service Providers registration

Registering for SmartLink for Service Providers

Users must contact their SmartOffice sales representative to register for this service and to have a mailbox assigned for use with the service.

Service Providers Setup

Before using the SmartLink for Service Providers interface, the user must add a service provider to SmartOffice. Service providers can be set up in several ways:

• From the System Office: All offices can use carrier accounts with the service provider in the system office.
• From the Parent Office: Offices under the Enterprise View hierarchy can use carrier accounts with the service provider in the parent office.

• From the Current Office: Carrier accounts with the service provider can only be used by the current office.

To add a service provider:

• Select Service Providers from the expanded Insurance menu to display the Service Provider List.
• Click the New 'Service Provider' record button to display the New Service Provider Detail content link.

• Complete the fields on the Detail content link as follows:

Note: Please contact SmartOffice support for the exact mailbox name for the service provider if not available above.

• Click the New 'Carrier Service Provider' record button in the Carrier Service Provider List section to open the Service Provider Account dialog box.
• Complete the fields as follows:

• Click the OK button.

Working with Electronic Orders (E-Orders)

• Sending E-Orders E-Orders can be sent from the following areas of SmartOffice: Underwriting Requirement Details dialog box To send an E-Order from the Underwriting Requirement Details dialog box: Create or open the applicable underwriting requirement.

• Ensure that the Service Provider and SP Account # fields have been completed. (If these fields are not displayed, click the Medical Requirements Details button.)
• Click the E-Order button to send the order.

Important: If information required by the service provider is missing, SmartLink for Service Providers displays a warning message to ensure that the information is provided.

• Once the order is sent, the E-Order status is updated to Transmitted.

• Underwriting Requirement List To send multiple E-Orders from the Underwriting Requirement List: Select Pending Cases from the expanded Insurance menu to open the Search Pending Cases dialog box.

• Click the Search button to display the Pending Case List.
• Select the appropriate pending case and then click the Requirements content link.

• Tag the underwriting requirement(s) to send to the service provider.
• Click the Options hyperlink and then select Electronic Order from the expanded menu.

Note: For quick access to the Electronic Order feature, click the Options hyperlink and then drag and drop the Electronic Order button to the Underwriting Requirement List section toolbar.

Important: The following types of underwriting requirements can be sent only as E-Orders: APS, Motor Vehicle Report, Inspection Report, Paramedical Requirement and Diagnostic.

• Reviewing E-Order Requirement Follow-Ups When a user sends an E-Order or a service provider sends a status report, the underwriting requirement's notes and E-Order status are automatically updated. The status can be reviewed from the following areas in SmartOffice: Requirement Follow-Ups Any status reports from service providers are automatically reflected in SmartOffice. Requirement Follow-Ups enable the user to review all outstanding E-Order requirements that have yet to be reviewed. Users sending service provider requests that expect to receive statuses on the orders must access Requirement Follow-Ups to review the status and check for errors. To review E-Order Requirement Follow-Ups: Select Requirement Follow-Ups from the expanded Insurance menu to open the Search Follow-Ups dialog box.

• Click the Search button to display the Follow-Up List.

• From the Select drop-down list, select Electronic Order Requirements.

The log displays the electronic order requests by the following statuses:

• Cancelled
• Error

• Received: Once a report status has been received, the E-Order status on the requirement is automatically updated to Received. The log is linked to requirements and reflects the current E-Order status.

• Re-transmitted

• Transmitted

Use Requirement Follow-Ups to:

• Review an underwriting requirement’s electronic order status or to correct errors such as a missing doctor and/or insured’s required information.
• Mark an underwriting requirement as having been reviewed. To do so, select the requirement, click the Menu button and then select Mark Reviewed from the expanded menu. This updates a Received electronic status to Reviewed. A requirement remains on the Requirement Follow-Ups List until it is marked as Reviewed.

• Review underwriting requirement notes.
• Underwriting Requirement Details In the Underwriting Requirement Details dialog box, an Electronic Order Log button displays to the right of the E-Order Status field for requirements that have an E-Order status. (If the E-Order Status field is not visible, click the Medical Requirement Details button to display the corresponding fields.)

• Re-transmitting E-Orders E-Orders for the same requirement can be transmitted more than once. When sending an electronic order a second time, the user will receive a warning message explaining that the E-Order has already been sent and confirming whether the E-Order should be sent again. Click the Yes button to update the requirement electronic order status to Re-transmit.

• Cancelled E-Orders E-Orders are cancelled if the pending case or underwriting requirement status changes to one of the following: Waived

• Cancelled
• Closed

• Deleted
• Not taken

• Withdrawn

Service Provider Account Numbers

• APPS | Carrier | Account Number | | --- | --- | | 5 Star Life - Agent | 05004 | | 5 Star Life - Direct | 05003 | | AAA Life Insurance | 04903 | | AAFMAA (Army Air Force Mutual Aid Assoc) | 05501 | | AFBA - Five Star Agent | 05002 | | AFBA - Five Star Direct | 05001 | | AGL Life Assurance Company | 07000 | | AIG American General - Matrix Direct - ASAP | 03110 | | AIG American General - Wiley Maddox | 03116 | | AIG American General - Houston | 00307 | | AIG American General - In Force - Dallas | 04551 | | AIG American General - Milwaukee | 03111 | | AIG American General - New Bus - Dallas | 04550 | | AIG American General - Puerto Rico | 02140 | | AIG American General - Springfield | 00305 | | AIG American General/Ascencea | 00309 | | AIG American General/PROMARK | 03124 | | AIG American General - DI - Springfield | 00306 | | AIG American General/AMPAC ASAP | 03113 | | AIG American General/Family Direct/ONCOR Preset | 03112 | | AIG American General/Insurance Central ASAP | 03114 | | AIG American General/Insurance Wholesalers - MPIS | 03115 | | AIG American General/SelectQuote ASAP | 03121 | | ALICNY/Intellisys (Allstate NY) | 06402 | | ALICNY/LBL/Intellisys (Allstate NY) | 06403 | | ASAP Reliastar - IPS | 03030 | | ASAP Reliastar NY - IPS | 03031 | | ASAP Reliastar NY ROP - IPS | 03033 | | ASAP Reliastar ROP - IPS | 03032 | | AXA Equitable DI/Paul Revere | 00555 | | AXA Equitable - BRAMCO | 02505 | | AXA Equitable - Brokerage | 02503 | | AXA Equitable - PPG Agents (Retail) | 05423 | | AXA Equitable - Retail | 05421 | | Acacia Life/Acacia National | 00026 | | Affiliated/OM Financial | 01301 | | Affiliated/United of Omaha | 02528 | | Alfa Life Insurance Corporation | 07146 | | Allianz Life | 08534 | | Allstate - TeleApp | 06459 | | Allstate Life | 06460 | | Allstate Life of NY - Home Office orders only | 06466 | | Allstate Workplace/American Heritage | 00331 | | Allstate of NY | 06619 | | Allstate of NY TeleApp | 06458 | | Allstate - Annuity Life Team | 06506 | | Allstate/Intellisys | 06401 | | American Amicable Life of Texas | 05477 | | American Bankers Life Assur. Co. of Florida | 00240 | | American Community Mutual Insurance Company | 00588 | | American Equity Investment Life Ins. Co. | 08843 | | American Family Life Insurance Company | 00356 | | American Family Mutual Insurance Company | 09282 | | American Farm Life Ins. Co. | 03948 | | American Fidelity/AF Amerilife Div. | 00018 | | American Fraternal Union | 00612 | | American General Life & Accident | 00299 | | American Home Life Insurance Company | 00067 | | American Income Life Insurance Company | 00075 | | American Insurance Co. of Texas | 09003 | | American Medical Security (AMS) | 09514 | | American National - Health | 01420 | | American National - Life | 00422 | | American Network Insurance Company | 01487 | | American Pioneer Life | 00267 | | American Progressive | 05652 | | American Republic - Life | 07195 | | American Republic - Major Medical | 07196 | | American Republic c/o John Hancock | 01922 | | American Slovenian Catholic Union - KSKJ Life | 05510 | | American United Life | 00369 | | Americo Financial Life & Annuity Ins. Co. | 01630 | | Ameritas Life/First Ameritas Life of NY | 00547 | | Amica Life Insurance Company | 02493 | | Anthem Health & Life Insurance Company | 06650 | | Anthem Health & Life-Direct | 06651 | | Assurity - Ascencea | 04946 | | Assurity - DI/Critical Illness | 04948 | | Assurity - Group | 03963 | | Assurity - Life | 04944 | | Assurity - Worksite | 03962 | | Assurity Direct (formerly Lincoln Direct) | 07872 | | Atlanta Life Insurance Company | 06585 | | Atlantic Coast Life Insurance Company | 02618 | | Atlantic Southern Insurance Company | 00091 | | Aurora National Life Assurance Company | 01180 | | Auto Owners Life Insurance Company | 08094 | | Aviva - Agency | 00828 | | Aviva - Bank | 00830 | | Aviva - HO Agency Direct | 00829 | | Aviva - HO Bank Direct | 00831 | | Aviva Life & Annuity formerly Amerus Life | 00679 | | Aviva Life & Annuity of NY formerly Bankers of NY | 01586 | | BCS/MAAS | 03575 | | BISYS - Special Markets - Lloyds of London - Combined | 02001 | | BMA (Businessmen’s Assur) | 00653 | | BMA - Variable (Businessmen’s Assur) | 00655 | | Baltimore Life/Life of Maryland | 00489 | | Bankers Conseco Life Ins. Co. | 00514 | | Bankers Fidelity Life Insurance Company | 00116 | | Bankers Life & Casualty (Life/DI) | 00513 | | Bankers Life & Casualty - Health | 00689 | | Banner Life/Ascencea | 03371 | | Banner Life Brokerage | 03370 | | Banner Life/SelectQuote | 03372 | | Baptist Life Association | 01685 | | Beneficial Life | 06296 | | Berkshire - Life | 00610 | | Berkshire DI TeleMed | 00619 | | Berkshire IDI/Guardian IDI Actual Age | 00620 | | Berkshire OE-DBO/Guardian OE-DBO Age Nearest | 00621 | | Blue Shield of CA Life | 08827 | | Boston Mutual Life Insurance Company | 00646 | | Boston Mutual - Provider UL - c/o Aviva Life & Annuity NY | 01587 | | Boston Mutual - Puerto Rico Only | 00647 | | COSVI | 08201 | | CSA Fraternal Life | 00137 | | CareAmerica Life Ins. Co. | 08828 | | Catholic Aid Association | 06718 | | Catholic Association of Foresters | 08284 | | Catholic Family Life Insurance | 06148 | | Catholic Knights | 00463 | | Catholic Life Insurance Union | 00142 | | Catholic Order of Foresters | 00661 | | Catholic Workman | 00662 | | Celtic Life Insurance Company | 09877 | | Cenegenics, LLC | 00050 | | Central Reserve Life Insurance Company | 07179 | | Central States Health & Life Co. of Omaha | 05579 | | Central United Life Insurance Company | 08813 | | Centrian Life - Brokerage (c/o SBLI MA) | 03837 | | Centrian Life c/o SBLI - MA | 03835 | | Chesapeake Life Insurance Company | 00745 | | Cigna Corporate (COLI) | 00352 | | Cincinnati Life Insurance Company | 02212 | | Citicorp Int'l/Int'l Planning Group | 02210 | | Citizens Fidelity Insurance Company | 09688 | | Citizens Ins. Co. of America | 05822 | | Citizens Security Life Insurance Company | 04911 | | Citrus Healthcare | 05614 | | CliniCareRx | 00052 | | Colonial Life & Accident Direct Order (a UNUM Co.) | 04981 | | Colonial Life & Accident - Agent | 06791 | | Colorado Bankers Life | 00792 | | Columbian Companies (Family, Mutual, Life) | 00794 | | Columbus Life Insurance Company | 00802 | | Companion Life Insurance Company | 00836 | | Concord Heritage Life Insurance Company | 06480 | | Conseco Insurance Company | 02254 | | Constitution Life | 07310 | | Continental General (Life) | 06197 | | Continental General (Major Medical) | 06198 | | Cotton States Life & Health | 07377 | | Country Companies/Country Life/Country Investors | 08961 | | Cuna Mutual (Agency) | 02105 | | Cuna Mutual - Easy Life Process | 02104 | | Degree of Honor Protective Association | 03970 | | Dietary Engineering, Inc. | 00051 | | EMC National Life | 02766 | | Equitable Reserve Association | 07112 | | Equitrust Life Insurance Company | 08418 | | Erie Family Life | 01156 | | Family Benefit Life Insurance Company | 09613 | | Family Financial Life | 05696 | | Family Life Insurance Company | 05694 | | Farm Bureau Life (IA) | 08417 | | Farm Bureau Life of Missouri | 01975 | | Farm Bureau of Michigan | 07617 | | Farm Family Life Insurance Company | 06163 | | Farmers & Traders Life Insurance Company | 01222 | | Farmers New World CLO | 06528 | | Farmers New World CLO - Electronic Orders Only | 06530 | | Farmers New World MILO | 07138 | | Farmers New World MILO Electronic Orders Only | 07140 | | Farmers New World TeleApp CLO | 06529 | | Farmers New World TeleApp MILO | 07139 | | Federal Life Ins. Co. (Mutual) | 06924 | | Federated Life Insurance Company | 09449 | | Fidelity Life Assoc. Home Office Orders Only | 01242 | | Fidelity Security Life c/o MAAS | 05108 | | First Catholic Slovak Ladies Assoc. | 01365 | | First Investors Life - SPVL/ISP | 01415 | | First Investors Life - Term/Whole Life | 01412 | | First United American/First Command | 08681 | | Freedom Life | 09000 | | Garden State Life - Direct | 01511 | | General American (Puerto Rico ONLY) | 01526 | | Genworth L&A/Ascencea | 01413 | | Genworth LIC/Insurance Wholesalers - MPIS | 01407 | | Genworth Life & Annuity (formerly First Colony) | 01404 | | Genworth Life (GLIC) | 01406 | | Genworth Life (GLIC)/Family Direct/ONCOR Pre-Set | 01409 | | Genworth Life of NY (formerly American Mayflower) | 00414 | | Genworth Life of NY/Ascencea | 00415 | | Genworth Life & Ann-form. First Colony/FamilyDirect | 01405 | | Genworth of NY/SelectQuote | 00413 | | Germania Life Insurance Company | 01443 | | Gleaner Life Insurance Society | 01321 | | Globe Life/ESD | 06015 | | Globe Life/First Command | 06016 | | Golden Rule (Health) | 09464 | | Golden Rule (Life) | 09381 | | Golden State Mutual Life Ins. Co. | 09605 | | Government Personnel Mutual Life Ins. Co. | 01594 | | Grange Life Insurance Company | 09761 | | Great American Life Insurance Company | 01644 | | Greater Beneficial Union of Pittsburgh | 01453 | | Greek Catholic Union | 05472 | | Group Lincoln Life & Annuity of NY | 03522 | | Group Lincoln Life & Annuity of NY- 0 | 03524 | | Group Lincoln National | 03518 | | Group Lincoln National - 0 | 03523 | | Guarantee Life/Westfield | 07163 | | Guarantee Trust Life Insurance Company | 08110 | | Guardian Ins & Annuity Co (GIAC) | 07708 | | Guardian Life | 01669 | | Guardian Life (STP) | 01668 | | Guardian Life (STP-PIV) | 01667 | | HCC Specialty Underwriters (Lloyds of London) | 08102 | | Harleysville Life Insurance Company | 01701 | | Hartford 1CurrentAge Reg. Inc. Wall Street | 01719 | | Hartford 2AgeNearest Inc. Legcy/Lbty/Bicentn/QuanII | 01720 | | Hartford 3 Middle America | 01927 | | Hartford 4 Term | 01730 | | Hartford HO only - ARROW | 01718 | | Horace Mann Life | 01743 | | Horace Mann Life (Spousal) | 01744 | | IAC Phoenix AZ - Companion | 01100 | | IAC Whitewater WI - Companion | 01101 | | IOF HO - Independent Order of Foresters Home Office | 08772 | | IOF Independent Order of Foresters | 08771 | | Illinois Mutual Life | 01842 | | Indianapolis Life (Life) | 01800 | | Indianapolis Life (Term) | 01802 | | Indianapolis Life (Universal Life Admin Office) | 01589 | | Industrial Alliance Pacific Ins. & Fin. Services | 08193 | | International Planning Group | 06895 | | Investors Heritage Life Insurance Company | 09437 | | Investors Life of North America | 06551 | | Jackson National Life | 01917 | | Jackson National Life (Direct Order) | 01918 | | Jackson National Life of NY | 01919 | | John Alden/Dublin - Group Health | 04879 | | John Hancock - Agents | 01909 | | John Hancock - Brokerage | 01908 | | John Hancock - Retail LTC | 01920 | | John Hancock of NY - Agents | 02187 | | John Hancock of NY - Brokerage | 02186 | | Kanawaha Insurance Company | 02360 | | Kansas City Life | 01933 | | Kansas City Life - Tel-app | 01934 | | Kilpatrick Life Ins. Co. | 08306 | | Knights of Columbus | 07732 | | LBL Countrywide/Intellisys | 06404 | | Lafayette (Permanent Prod) Life | 01958 | | Lafayette (Term) Life | 01959 | | Leaders Life Insurance Company | 00135 | | Legion Insurance | 01391 | | Liberty Life (SC) | 02840 | | Liberty Life (SC) - RBC Insurance Level Term | 02842 | | Liberty Life (SC) RBC Ins./AMPAC | 02839 | | Liberty Life Assur. of Boston | 02543 | | Liberty National Life Insurance Company | 08680 | | Liberty National/First Command | 08685 | | Life Ins. Co. of Alabama | 01099 | | Life Investors - seeTransamerica/Ultima/Life Investo | 02008 | | Life of the Southwest - Actual Age-c/o Natl Life VT | 02743 | | Life of the Southwest - Age Nearest-Paragon | 02744 | | Lincoln Benefit | 06817 | | Lincoln Benefit -TeleApp | 06816 | | Lincoln Benefit/Quotesmith | 06818 | | Lincoln Life/Moneyguard, Hartford CT | 07074 | | Lincoln National - AIMS | 03516 | | Lincoln National - APS only Puerto Rico | 03514 | | Lincoln National - COLI | 00357 | | Lincoln National - Greensboro | 03517 | | Lincoln National - Hartford | 00350 | | Lincoln National - Home Office Ordered | 03519 | | Lincoln National - LFA Planners | 00353 | | Lincoln National - Merrill Lynch | 00351 | | Lincoln National - Tele-App | 03521 | | Lincoln National/Edward Jones Term Tele-APP | 03520 | | Lloyds of London c/o Kaercher Campbell & Assoc. | 03396 | | Lloyds of London c/o M.S.Guy & Assoc. | 00057 | | Lloyds of London c/o McNamara | 01305 | | Lloyds of London c/o S. Cohen | 04444 | | Lloyds of London c/o West Corp. | 07212 | | Lloyds of London c/o Wm. Sutton & Co. | 00055 | | Loyal Christian Benefit Association | 02055 | | MTL Insurance Company | 02550 | | Magna Insurance Company | 02684 | | Manhattan Life Ins. Co. | 02162 | | Manhattan National Life Insurance Company | 08441 | | Mass. Casualty/Disability Mgt Services | 02238 | | Massachusetts Mutual - DI | 02262 | | Massachusetts Mutual - Life | 02261 | | Massachusetts Mutual Large Corporate Market | 02264 | | Medisys Health Group | 06114 | | Mega Life & Health Insurance Company | 01315 | | Met Life DI - Electronic Orders | 00167 | | Met Life Disability | 00166 | | Met Life Enterprise - Downstate NY | 02341 | | Met Life Enterprise - IDG - Indept Distribution Ntwk | 01525 | | Met Life Enterprise - MLFS - Met Life Financial Srvcs | 02342 | | Met Life Enterprise - MLR - Met Life Resources | 02343 | | Met Life Enterprise - Met Life Auto & Home | 02344 | | Met Life Enterprise - NEF - New England Financial | 02805 | | Met Life Enterprise - QuikMet | 02340 | | Met Life Long Term Care | 02347 | | Met Life Voluntary Product | 05684 | | Met Life Waco (for NY business only) | 04326 | | Mid-West National of Tennessee | 01314 | | Midland National BOLI - Corporate Markets | 05364 | | Midland National Life Insurance Company | 02386 | | Midland National TeleAp | 02387 | | Midland National/Fargo Pol.Change - formerly Clarica | 05363 | | Midland National/Policy Change Only | 02388 | | Midwest Security Insurance Companies | 05801 | | Modern Woodmen (NonVariable) of America | 02428 | | Modern Woodmen (Variable) of America | 02429 | | Monumental Life - Durham NC | 02535 | | Monumental Life - nVision - Cedar Rapids | 02540 | | Monumental Life - First Command, Baltimore | 02538 | | Mutual Savings Life Insurance Company | 09803 | | Mutual Service Life Insurance Company | 05645 | | Mutual of Omaha (Health/DI) | 02527 | | Mutual of Omaha (NIC) | 02530 | | NACOLAH - Family Direct/ONCOR | 00640 | | NACOLAH - North American Co. Life & Health | 00639 | | NACOLAH - POS North American Co./Life & Health | 02800 | | NACOLAH Corporate Markets | 05365 | | NALIC - National Life of Puerto Rico | 01875 | | National Benefit Life | 07948 | | National Benefit Life (Specials) | 07402 | | National Catholic Society of Foresters | 09571 | | National Farm Life | 03947 | | National Foundation Life Insurance Company | 09002 | | National Guardian Life Insurance Company | 02790 | | National Health Insurance Company | 07025 | | National Income Life | 03001 | | National Life of Vermont | 02741 | | National Mutual Benefit | 00127 | | National Security Insurance Company | 02661 | | National Security Life & Annuity Co. | 03096 | | National Term Life Insurance Company | 00711 | | National Western Life Insurance Company | 02832 | | Nationwide Provident - NFN | 03608 | | Nationwide - Agency | 09999 | | Nationwide - Brokerage | 08475 | | Navy Mutual Aid Assoc. (NMAA) | 05500 | | Navy Mutual Aid Assoc. (NMAA) - DNA | 05502 | | New Era Life Insurance Company | 06812 | | New York Life (Vermont only) | 02859 | | New York Life - CRL | 02858 | | New York Life - LabOne | 02857 | | New York Life Group - AVMA | 08096 | | New York Life Group - Lifehelp | 08013 | | New York Life Group - NEBCO | 08010 | | New York Life Group - Seabury & Smith | 08888 | | North Carolina Mutual Life | 06883 | | North Coast Life | 09811 | | Northwestern Mutual Life | 02998 | | OM Financial | 01297 | | OM Financial - Benefit Architects (AFGE) | 01298 | | OM Financial - Family Direct/ONCOR Pre-Set | 01296 | | OM Financial/Ascencea | 01303 | | OM Financial/Insurance Wholesalers-MPIS | 01300 | | OM Financial/PROMARK | 01302 | | OM Financial NY | 04275 | | OM Financial NY - Patriot Select Term | 04276 | | OM Financial - ValueSelect | 01295 | | Occidental Life of NC | 03046 | | Ohio National EZ-APP | 03094 | | Ohio National Life Ins. Co. | 03095 | | P H F Life Insurance Company | 06510 | | PRAICO Life | 05959 | | Pacific Guardian Life Insurance Company | 03210 | | Pacific Life | 03251 | | Pacific Life & Annuity Company | 03253 | | Pacific Life - AIM System | 03250 | | Pacific Life - Time Financial | 03249 | | Pan American Assur - International | 09136 | | Pan American Assurance Co. | 09134 | | Pan American Life (Puerto Rico) | 03304 | | Pan American Life Ins. Co. | 03301 | | Paragon Life Ins. Co. | 03202 | | Paul Revere - Disability | 03327 | | Paul Revere - Group | 03329 | | Paul Revere - Life | 03328 | | Pekin Life | 07385 | | Pemco Life Insurance Company | 05722 | | Penn Mutual Life Ins. Co. | 03376 | | Pennsylvania Life Insurance Company | 03384 | | Peoples Benefit Life, Louisville | 06354 | | Peoples Benefit Life - Special Markets - PA | 08649 | | Petersen International (Lloyds of London) | 07211 | | Pharmacists Life | 00686 | | Philadelphia American Life Insurance Company | 00999 | | Phoenix Life Insurance Company | 03525 | | Physicians Mutual Life | 09373 | | Pioneer American Insurance | 00115 | | Pioneer Mutual Life Insurance Company | 07351 | | Pioneer Security Life Insurance Company | 07237 | | Police & Firemen’s Insurance Assoc. | 07056 | | Presidential Life | 03566 | | Primerica Life | 02248 | | Primerica Life (Specials) | 07401 | | Primerica TELEAPP | 02249 | | Principal - DI - BuyOut | 00512 | | Principal - DI - DI & OE | 00511 | | Principal - TeleApp Life | 00504 | | Principal - TeleAppDI - BuyOut | 00510 | | Principal - TeleAppDI - DI & OE | 00509 | | Principal - TeleAppEVUL- BVUL | 00506 | | Principal - Traditional Life | 00507 | | Pro Financial Services (Lloyds of London) | 08699 | | Promark | 03221 | | Protective Life | 03699 | | Protective Life & Annuity | 05217 | | Protective Life - Brokerage | 04000 | | Protective Life - Critical Illness | 03671 | | Protective Life - Direct Response | 03698 | | Protective Life - TeleLife | 03701 | | Provident L & A (DI) (Unum Provident) | 05843 | | Provident L & A (Group) (Unum Provident) | 05845 | | Provident L & A /Life (Unum Provident) | 05835 | | Provident L & Casualty (Unum Provident) | 05850 | | Prudential - GPAC ONLY | 03659 | | Prudential - SelectQuote - ASAP | 03660 | | Prudential Brokerage | 03657 | | Prudential Brokerage/AccuQuote | 03656 | | Prudential Career | 03658 | | Pyramid Life Insurance Company | 06221 | | RBC Insurance/Ascencea | 02843 | | Reliable Life, St. Louis | 03707 | | Reliastar (ING) | 03020 | | Reliastar (ING) - E*Financial - ASAP | 03326 | | Reliastar (ING)/Family Direct/ONCOR | 03017 | | Reliastar - Employee Benefits | 03022 | | Reliastar - HomeGuard Mortgage Term | 03027 | | Reliastar NY (CT - ING) | 00562 | | Reliastar NY (ING) - E*Financial | 03026 | | Reliastar NY (MN - RPD - ING) | 03023 | | Reliastar NY ROP (ING) - SelectQuote | 03028 | | Reliastar NY ROP - E*Financial - ASAP | 03324 | | Reliastar NY Term (ING) - SelectQuote | 03018 | | Reliastar NY Term (ING)/AMPAC | 03024 | | Reliastar ROP (ING) - SelectQuote | 03029 | | Reliastar ROP Term (ING) - AMPAC | 03021 | | Reliastar ROP - E*Financial - ASAP | 03325 | | Reliastar Term (ING) - SelectQuote | 03019 | | Reliastar Term (ING)/AMPAC | 03025 | | RiverSource Life | 02069 | | RiverSource of NY | 02070 | | Royal Neighbors of America | 05090 | | SBLI USA Mutual Life Ins. Co. | 03830 | | SBLI - MA | 03834 | | SBLI - MA Brokerage | 03836 | | Sagicor Life | 02915 | | Sagicor Life (Direct Order) | 02918 | | Security General Life Insurance Company | 02564 | | Security Life of America | 03921 | | Security Life of Denver (ING) | 04051 | | Security Life of Denver/Family Direct/ONCOR | 04053 | | Security Mutual of NY | 03939 | | Security National Life Insurance Company | 07070 | | Sentinel Security Life Insurance Company | 07856 | | Sentry Life - Tele-Med | 08391 | | Shelter Life Insurance Company | 08185 | | Shenandoah Life Insurance Company | 04028 | | Smart Paramed - American General | 03119 | | Sons of Norway | 08847 | | Southern Farm Bureau | 08527 | | Southern Security Life Insurance Company | 07484 | | Standard Insurance DI | 03848 | | Standard Insurance DI - CA | 03850 | | Standard Insurance - Group - West | 03846 | | Standard Life & Accident | 06192 | | Starmount Life Insurance Company | 09159 | | State Farm - Life/Health | 04093 | | State Life Insurance Company | 05298 | | State Mutual Insurance Company | 02519 | | Stonebridge - Cedar Rapids - formerly Peoples Benefit | 03228 | | Sun Life of Canada | 04200 | | Sun Life of Canada - Enhanced Value Policy | 04205 | | Sun Life of Canada - Group | 04202 | | Sun Life of Canada - Group CT | 04204 | | Sun Life of Canada Group Employee | 04203 | | Sun Life of Canada Term c/o Swiss Re | 04207 | | Symetra Life | 00406 | | TFLIC - FirstCommand c/o Monumental, Baltimore | 02539 | | TIAA CREF | 04260 | | TIAA CREF Life (Term) | 04261 | | Tennessee Farmers Life Ins. Co. | 05744 | | Texas Life Insurance Company | 04325 | | Thrivent Financial For Lutherans | 00083 | | Trans World Assur/American Fidelity Life Ins. | 05710 | | Trans-Oceanic Life | 03950 | | Transamerica (formerly Transamerica Occidental) | 03053 | | Transamerica Financial - Cedar Rapids | 03057 | | Transamerica Financial - Clearwater, FL | 04805 | | Transamerica Financial/Family Direct/ONCOR | 03059 | | Transamerica/Family Direct/ONCOR (formerly TOLIC) | 03056 | | Transamerica/PreferredProd-LIFG/SrMkts | 05272 | | Transamerica/Ultima/Life Investors | 02006 | | Triple-S Vida, Inc. - Term-Life ProAmerican Freedom | 03730 | | Triple-S Vida, Inc. - Variable - LIS Products | 03731 | | Trustmark Ins. Co. - Vol.Prod.Div. | 05074 | | Trustmark Insurance (Major Medical) | 00111 | | Trustmark Insurance Company | 06445 | | U. S. Life of NY - Group Div | 04536 | | U. S. Life of NY - Wiley Maddox | 04539 | | U. S. Life of NY - Dallas | 04532 | | U. S. Life of NY - Houston | 04531 | | U. S. Life of NY - In Force - Dallas | 04533 | | U. S. Life of NY - Milwaukee | 04535 | | U. S. Life of NY - Springfield | 04534 | | U. S. Life of NY/AMPAC - ASAP | 04537 | | U. S. Life of NY/Family Direct/ONCOR | 04530 | | ULLICO Life Insurance Company | 02917 | | UNUM Group - H.O. Plan | 04984 | | UNUM Group - CPR | 04983 | | UNUM Group - Indemnity Plan | 04982 | | UNUM IDI | 04985 | | USAA | 02576 | | USAA - NY Residents | 02577 | | USBA - NYL Group (New York Life) | 08019 | | USBA Services - NYL Group (New York Life) | 08022 | | USG Annuity & Life Company | 00130 | | Unimerica Insurance (OMA Group) | 02675 | | Union Bankers Life | 03625 | | Union Central Life | 04390 | | Union National LIC, St. Louis | 06464 | | United American Insurance Company | 08632 | | United Commercial Travelers of America | 08543 | | United Farm Family Life | 09332 | | United Heritage Life Ins. Co. | 06999 | | United Home Life Insurance Company | 05934 | | United Ins. Co. of America, St. Louis | 04358 | | United Investors Life Insurance Company | 04366 | | United Investors/Liberty National Life | 04369 | | United Investors/USA | 04368 | | United Investors/United American | 04370 | | United Life Insurance Company | 08631 | | United National Life of America | 08938 | | United Transportation Union Ins. Assoc. (UTUIA) | 06577 | | United of Omaha - Home Office Only | 04566 | | United of Omaha - Life | 04465 | | United of Omaha - Brokerage | 04475 | | United of Omaha/Insurance Wholesalers - MPIS | 04466 | | United of Omaha/PROMARK | 04467 | | Unity Mutual Life Insurance Company | 04580 | | Universal Guaranty Life Insurance Company | 08797 | | Universal Health Care, Inc. | 03129 | | Universal Life Insurance Company | 08200 | | Universal Underwriters Life Insurance Company | 00131 | | Utica National Life Insurance Company | 07476 | | Veterans Life Insurance Company | 08651 | | Vista SF | 08331 | | Washington Univ.Sch. of Medicine | 00053 | | West Coast - Eastern Region | 05216 | | West Coast - Western Region | 05215 | | West Coast - Wiley Maddox | 05221 | | West Coast -Tele-Life | 05213 | | West Coast/Ascencea | 05222 | | West Coast - Family Direct/ONCOR | 05210 | | Western Fraternal Life Association | 00182 | | Western Reserve (Puerto Rico Only) | 02009 | | Western Reserve, Cedar Rapids | 02007 | | Western Reserve, Florida - Age Nearest Products | 04806 | | Western Reserve, Florida - Current Age Products | 04804 | | Western Southern | 07245 | | Western Southern (E-Term Brokerage) | 07246 | | Western Southern (E-Term Direct) | 07247 | | Western Southern (Integrity i Term) | 07249 | | Western Southern (iNB System) | 07248 | | Westfield Life Insurance Company | 04713 | | Wichita National Life Ins. Co. | 05615 | | William Penn - SelectQuote - ASAP | 03367 | | William Penn of NY | 03368 | | Woman's Life Insurance Society | 02881 | | Woodmen of the World - PreEmploy - Field Services Div. | 05605 | | Woodmen of the World Membership Services | 05604 | | Woodmen of the World/Assured Life Assoc. | 04747 | | Woodmen of the World/Omaha Woodmen Life Ins. Soc. | 05603 | | Workman’s Benefit Fund of The USA | 04762 | | World Insurance Company - Health | 03900 |

• ExamOne | Carrier | Account Number | | --- | --- | | American General Life/E-Z Data | EOEZ | | American National/E-Z Data | BVEZ | | Assurity Life Ins Co - North/E-Z Data | AICE | | AXA Equitable Life Ins Co/Retail/NC/E-Z | BRVZ | | AXA Equitable/Brokerage/CT/E-Z Data | JMPE | | Banner Life Ins Co/E-Z Data | AHEZ | | Centrian Life/E-Z Data | KIIE | | Companion Life of NY/E-Z Data | AZXE | | Genworth Life and Annuity/E-Z Data | GPEZ | | Genworth Life Insurance Co of NY/E-Z Data | ACEZ | | Hartford Life & Annuity/E-Z Data | EWEZ | | Liberty Life Assurance of Boston/E-Z Data | AAAE | | Lincoln Benefit Life Co/E-Z Data/Pick Up | AKEZ | | Midland National Life/E-Z Data | AMEZ | | Minnesota Life Insurance/E-Z Data | MMIE | | Ohio National Financial/E-Z Data | ABGE | | OM Financial Life/E-Z Data | AGEZ | | Penn Mutual Life/E-Z Data | ABME | | Protective Life & Annuity/NY/E-Z Data | NYEZ | | Protective Life Insurance/E-Z Data | GPBZ | | Prudential Select (Brokerage) E-Z Data | FRPE | | RBC Life Ins./Liberty Life SC/E-Z Data | AGQE | | Reliastar Life Ins Co/E-Z Data | ABEZ | | Transamerica Financial Life/NY/E-Z Data | HKCZ | | Transamerica Life/Cedar Rapids/E-Z Data | AAWA | | Transamerica Occidental Life/E-Z Data | KOEZ | | United of Omaha Life Ins/E-Z Data | MWEZ | | United States Life/E-Z Data | AXEZ | | West Coast Life/E-Z Data | FHEZ | | William Penn Life Ins Co of NY/E-Z Data | BGEZ | | West Coast Life Insurance Company | FHEZ | | Lincoln National Life Insurance Co | YBEZ |

• Express Imaging Important: Express Imaging does not use account numbers; however, the user must include a dummy account number for each carrier in order to successfully send requests. Provide the following account number for each Express Imaging carrier. | Carrier | Account Number | | --- | --- | | Carrier | expim |

• ExamOne/Superior Solutions Important: ExamOne/Superior Solutions does not use account numbers; however, the user must include a dummy account number for each carrier in order to successfully send requests. Provide the following account number for each carrier. | Carrier | Account Number | | --- | --- | | Carrier | SMM |