We're looking forward to getting you started with SureLC. Training will take between 90 - 120 minutes depending on the # of attendees and questions. Training will be hosted over zoom and can be recorded (just let the trainer know you would like to record the session). It's highly recommended that one of your team members attending the training be designated as the presenter. The presenter will share their screen and will get some valuable hands on experience using SureLC during the training session. The ideal presenter is whoever will be handling the majority of your agency's contract reviews and processing. The trainer will guide the presenter and your agency through the training session. Training will be completed in three parts:
PART I: LOGGING IN & AGENCY SETUP REVIEW
PART II: PRODUCER REGISTRATION & PROFILE REVIEW
PART I: LOGGING IN & AGENCY SETUP REVIEW
We'll start by logging into SureLC (via surelc.com) as an agency admin. Once logged in, we'll begin the training by reviewing and updating your agency settings. These are the master settings for your agency. During part I, we'll review the following topics and update the settings as needed. For more information about any of these topics click on the section header.
1.1 General Info
1.2 Principals
1.3 License Notifications
1.4 Validation Rules
1.5 Custom Link
1.6 DBA Template
2.1 Features & Benefits
2.2 Affiliation Settings
2.3 Carrier Restrictions
2.4 Affiliation Custom Links
2.5 DBA Template Overrides
3.1 Managing Existing Admins
3.2 Adding New Admins
3.3 User Roles
3.4 Affiliate Agency Admins
4.1 Overview
4.2 Selected Carriers
4.3 Available Carriers
4.4 Carrier Setup
5.1 Overview
5.2 Individual E&O Policies
5.3 Group E&O Policies
PART II: PRODUCER REGISTRATION & PROFILE REVIEW
During part II, we'll register a test producer, complete the producer registration, and then review and update the producer pofile using the SureLC Producer Web Interface. Producers can use the web interface to manage their profile and submit new carrier contract requests to your agency. Unless your agency will be managing producer profiles, if so we'll review the producer registration process and producer profile in SureLC from the agency point of view. We'll review the following topics:
6.1 Registering Producers from the Producers Page
6.2 Registering Producers using your agency Custom Link
6.3 Registering Producers using an affiliation Custom Link
6.4 Producer Profile Completion
6.5 Producer Profile Review (using the producer web interface / from the producer point of view)
6.6 Producers Page Review
6.7 Producer Profile Review (from the agency point of view)
PART III: CONTRACTING
During part III, we'll review the different ways that new carrier contracts can be created. This includes from the SureLC producer web interface (from the producer point of view), and how to create and send new carrier contract requests as emails to the producer from SureLC.
7.1 Creating a New Carrier Contract from the Producer Web Interface
7.2 Creating a New Carrier Contract from as an Agency Admin (using the "Request Review" feature)
7.3 Creating Multiple New Carrier Contracts (using "Fast Lane" feature)
Work Inbox & Contracting Requests Tab Review
7.4 Work Inbox Review
7.5 How to review and process new carrier contract requests from the Work Inbox
7.6 How to review and process a new carrier contract requests from the Contracting Requests page in the producer profile
7.7 How to change the the status of pending contracts (at the "Carrier" stage) from the Work Inbox
7.7 How to download a copy of the contracting paperwork or email sent to the carrier
7.8 How to Discard a pending Contract Request that is no longer needed
QUESTIONS & ANSWERS
At this point we can discuss any questions you may have about any of the topics covered in the training or any topics that weren't covered.
TRAINING FOLLOW-UP
After the training you'll receive a follow up email with a link to the video recording (if it was recorded) and with other important SuranceBay support contact information and links to additional resources. Thank you.
If you have any questions before training or about this agenda please send your questions to support@surancebay.com. Thank you.
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