This article explains how agency admins can use the Fastlane feature to quickly create multiple new carrier contracts as a batch and send them to multiple producers saving valuable time.  

 

How to Create One Carrier Contract Request and Send to Multiple Producers 

• Login to SureLC.
• Select the Fastlane in the navigation menu.

• Select One Carrier to Many Producers.  

Step 1: Carrier & Product Selection

Select the Carrier and Products. When ready, select Next to continue. 

A. Carrier - Select the carrier from the list. 

B. Products - Select one or more products from the list. 

 

Step 2: Producer Selection

Add all of the producers that you would like to send the carrier contract request to. Then click Next to continue. 

Step 3: State Selection 

Select the desired states for each producer. You can use any of the default Presets shown to the right to save time (these are global settings that will be applied to ALL producers). Then click Next to continue. 

Please note: If a state has a next to it, that means it's a pre-appointment state which is based on the carrier selection. Pre-appointment states (also known as restricted states) are states that require a producer to have an approved and effective state appointment with the insurance carrier PRIOR to signing or dating a new business application in that state.

 

Step 4: Hierarchy & Commissions 

Select a hierarchy & compensation schedule or enter the desired hiearchy and compensation information. Please note that this info can be left blank and added later during the contract review. Click Next to continue.  

 

Step 5: Carrier Questions 

Answer the carrier questions (if applicable). The answers will apply to ALL of the producer contract requests created for this carrier. Please note these questions can be filled out at a later time (during contract review process). Click Next to continue. 

Please note: The Agent Writing # and Firm # do not need to be added at this time. 

 

Step 6: Preview 

Preview the contract information before submitting the request. This includes the carrier, products (section A), and the selected producers (section B). Select the Submit button to create the contract requests and send them to the selected producers as request review emails. 

Once the carrier contracts have been created confirmation message will be shown...

 

Each producer will receive a request review email from contracts@surancebay.com for the selected carrier. They can start their contract review by selecting the "Start Your Review at SureLC" button. 

 

For more information about how to use Fastlane please contact SuranceBay techncal support by sending an email to support@surancebay.com or by calling 877-264-6888.