There are multiple functions available to manage producers in SureLC. Login to SureLC.com, 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 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 Actions menu on the right.
• Select Mark Producer to add the Pin icon to the producer row