There are multiple functions available to manage producers in SureLC. Login to SureLC, then click Info & Appointments.

 

Adding Comments or Marking Producer Records

SureLC provides a couple tools to note records and filter or search records. 

 

Adding Comments to the Producer's info card allows quick reference to important notes about the Producer.  

• Comments could be related to following up with the agent (Such as checking on production levels for a future date). 
• Noting personal details (such as: Enjoys golfing).

 

 

• Click on the comment section from the Producer Label.
• Type any Comments in the field provided.
• Select ADD COMMENT.

 Marking a Producer allows you to sort through your Producer list. Reasons to mark producers include:

• Archiving them from your database.
• Following-up for outstanding requirements.
• Inviting them to an outing.

 

 

• Click on the comment section from the Producer's info card.
• Select MARK.

 

To view all Marked Producers:

• Go to your Producer List.
• Select the Filter button  at the top of the page .
• Select MARKED PRODUCERS in the list.