Add Comments, Mark Producers, & More Info on Producer Labels

Anatole T. -

There are multiple functions available to manage producers in SureLC. Login to, then click Producers in the left navigation menu.


Adding Comments or Marking Producer Records

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


Adding Comments to the Producer 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).



  • First, you will need to turn on Advanced Mode. When this option is selected, you can view producer details and notes after clicking on a row, and group producers by affiliation directly in the table. 
  • Click the gear icon, then check the Advanced Mode box.


  • Click the on the producer row to expand the view


  • Click Add Note


  • Type any Notes in the field provided.
  • Select Save Note.


  • Internal notes are shown with the eye icon (only your agency can see these).




Marking a Producer places a Pin_Icon.png Pin icon on the producer row. Reasons to mark producers include:

  • Indicate a favorite or frequently used profile
  • Following-up for outstanding requirements.
  • Inviting them to an outing.


  • Click on the Action_Menu_More_Options.png Actions menu on the right.
  • Select Mark Producer to add the Pin icon to the producer row



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