We're looking forward to getting you started with SureLC. Training will take approximately 60 minutes and will be hosted on Microsoft Teams, with the option to record (just let the trainer know you would like to record the session).
What is SureLC One?
It's a single-carrier version of the main SureLC application that allows carriers to sponsor access for agencies that do not use the multi-carrier version. The benefit to the carrier is that they get all contracting requests submitted in Good Order, with their business rules and validations applied.
PART I: LOGGING IN & AGENCY SETUP REVIEW
PART II: PRODUCER REGISTRATION & PROFILE REVIEW
PART III: CONTRACT CREATION, REVIEWS, & PROCESSING
CREATING NEW CARRIER CONTRACT REQUESTS
PART I: LOGGING IN & AGENCY SETUP 
We'll start by logging in to SureLC (SureLC.com) as an agency admin. Once logged in, we'll begin the training by reviewing and updating your agency settings. These are your agency's master settings. During PART I, we'll review the following topics and update the settings as needed. We'll also set up the agency principal. For more information about any of the topics listed below, click on the section header.
Agency Settings Review
1.1 General Info -> Agency Contact Information -> Review and confirm accuracy
1.2 GA Contact Information
1.3 Producer Login and Registration Page -> Agency Weblink -> Review and Test
1.4 Agency Address Validation -> Update if needed
1.5 Principals -> Add Agency Signing Officer -> Principal Registration -> Principal Profile DBA Setup and Signature Review
Firms Review
2.1 Overview of Firms page -> Profile info -> Licenses -> EFT -> Contracts
2.2 Review Agency Firm Profile -> Update as needed
2.3 Firm Profile Review -> Profile tab -> Licenses Tab -> EFT -> Contracts
Admins
3.1 Admins Overview
3.2 Adding New Admins
3.3 Admin User Roles
Carriers
4.1 Overview
4.2 Selected Carriers -> Active Carriers
4.3 Carrier Setup -> General Info -> Product Lines -> States -> Hierarchy & Commissions -> New Schedules
PART II: PRODUCER REGISTRATION & PROFILE REVIEW
Next, we'll register a test producer, complete the producer registration, and then review and update the producer profile using the SureLC Producer Web Interface (from the producer's perspective). Producers can use the web interface to manage their own profiles and to submit new carrier contract requests to your agency. We'll also review how to register producers from the agency perspective (from the Producer's page). During Part II, we'll review the following topics:
Producer Registration
5.1 Registering Producers from the Producers Page
5.2 Registering Producers using your agency's weblink
5.3 Review and update the producer profile (from the producer's perspective)
5.4 Review the producer's profile from the agency perspective.
Producer Profiles
6.1 Producer Profile Review (using the producer web interface / producer point of view)
6.2 Producers Page Review (agency point of view)
6.3 Producer Profile Review (agency point of view)
PART III: CONTRACT CREATION, REVIEWS, & PROCESSING
In PART III, we'll review the different ways to create new carrier contracts. This includes the SureLC producer web interface (from the producer's point of view), and how to create and send new carrier contract request emails to the producer from the SureLC agency point of view, and how to send a batch of contract requests to multiple producers.
Creating New Carrier Contract Requests
7.1 Creating a New Carrier Contract from the Producer Web Interface
7.3 Creating Multiple New Carrier Contracts (using the "Fastlane" feature)
Contract Reviews & Processing
8.1 Work Inbox Overview
8.2 How to review and process new carrier contract requests from the Work Inbox
8.3 How to review and process a new carrier contract request from the Contracting Requests page in the producer profile
8.4 How to change the status of pending contracts (at the "Carrier" stage) from the Work Inbox
8.5 How to download a copy of the contracting paperwork or email sent to the carrier
8.6 How to Complete or Discard Contracts
QUESTIONS & ANSWERS
At this point, we can discuss any questions you may have about the topics covered in the training or any topics that weren't.
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