How do I set up a Solicitor (License Only Agent) in SureLC? And who they Solicit for?

Chris Toth -

What is a Solicitor?

  • Also known as a License Only Agent or LOA.
  • A Solicitor works for an Agency or another Producer.  Also know as the Producer's Up-line.
  • A Solicitor assigns all commissions to their Up-line.  They are not paid directly by carriers.

 

How do I set-up a Solicitor in SureLC? 

  • Start at the TOP with the Producers Direct Up-line. Make sure the Agency (Up-line)  the Solicitor works for is set-up in SureLC.
  • The  Up-line must select Has Solicitors on their DBA tab for this Agency to have Producers set-up underneath them in the hierarchy structure. 
  • Go to Info and Appointments and select the Up-Line Producers profile. 
  • In the DBA tab for the Up-line, ensure Has Solicitors is selected.

      Has_Solicitors.jpg                

 

  • Now you can set-up the Solicitor associated with the Agency correctly.
    • Go to Info and Appointments and select the Solicitor (LOA) Producer profile.
    • In the DBA tab for the Solicitor, select Licensed Only Agent.
    • A drop-down appears to select the producer's Up-line. This is who the producer solicits for.

         Solicitor_settings.jpg

 

Common Questions:

  • This carrier has specific Solicitor (LOA) forms that are not populating.
    • Check the DBA settings for the Solicitor
    • Ensure Licensed Only Agent is selected.

     

  • Why isn't the Assignment of Commissions form populating ?

    • Check the DBA settings for the Solicitor
    • Ensure Licensed Only Agent is selected.

     

  • Why isn't the up-line signature for the Agency my Producer solicits for populating on the forms?

      • Check the DBA settings for the Solicitor
      • Verify the correct Up-line is selected in the Solicitor For drop-down.
  • What happens if I don't select an Up-line from the drop-down menu and leave it with the default option, "License Only Producer"?
      • You'll get the correct Solicitor forms but if they require a signature from the Agency the Producer works for the signature will not populate on the Forms. You must select the proper affiliation in the drop-down.

  Generic_LOA_selection.jpg

 

  • Why can't I find the Agency my Producer solicits for in the drop-down of their DBA tab?
    • Go to the Producer Info page for the Up-line.
    • Select the DBA tab
    • Ensure Has Solicitors is selected.

     

  • Why isn't the Carrier's EFT page populating?

    • If the Producer is set-up as a Solicitor, this is not a carrier requirement and the EFT will not merge in with the contracting paperwork even if a voided check is on file for the Producer.

     

  • Why isn't a W-9 populating in the contracting package? Or why is a W-9 populating with the Agency's information rather than the Producer's?

    • Check the DBA settings for the Solicitor
    • Verify the correct Up-line is selected from the Solicitor For drop-down.
    • W-9 forms are populated according to each Carrier's unique guidelines.  Some carriers want this form, some do not.  Some want the information populated for the Up-line, some want it for the Producer. SureLC is coded to know these unique guidelines.
    • If you feel this is populating in error, first verify your Producer's DBA settings then contact your Internal Rep at the Carrier's office  to ensure that what you've provided in the past has not changed.
    • If changes are needed in SureLC, email the request to:  support@surancebay.com

 

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