Updating a Producer's Last Name and/or DOB

Jim Friend -

From time to time, a producer's last name may change due to marriage or for other reasons, or the date of birth that was initially provided for their state license may have had a typo when submitted to the state and is currently incorrect within their SureLC profile. 

To update their profile with their new last name or to correct their DOB, the producer MUST first update their information with the state(s). Once the information has been updated, the data will be pushed to the National Insurance Producer Registry (NIPR) database. 

As long as NIPR is up to date, SureLC agency admins can import the changes into their producer SureLC profile. To import the updated information, do the following:  

Step 1: Log in to SureLC as an agency admin. 

Step 2: On the Producers page, use the search field to locate the producer and then open their profile


Step 3: On the Profile page, select the "Synchronize with NIPR" button (as shown in the example below). 


Step 4: Select the "Synchronize with NIPR" button again to check for name and/or DOB changes from NIPR. 


If a name or DOB change has been found in NIPR's database the information will be shown under the result column and updated in the producer profile. 





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