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• Different Ways to Send a Producer a Review Request
• E&O Declaration Page Carrier Requirements
• Registering a Producer: Producer View
• Registering a Producer: Agency View
• Pull a List of Your Producers
• Sending the Producer a Copy of the Processed Carrier Contracting Paperwork
• Producer Password Reset
• Editing Contracting Forms in SureLC
• Add Solicitor/LOA in SureLC
• Archive/Un-Archive Producers in SureLC
• Adding an Administrative Worker to SureLC
• Processing appointment requests in SureLC
• Completing a Request Review in SureLC

 

Different Ways to Send a Producer a Review Request

 

 

 

E&O Declaration Page Carrier Requirements

 

 

Registering a Producer: Producer View

 

 

Registering a Producer: Agency View

 

 

Pull a List of Your Producers

 

 

Sending the Producer a Copy of the Processed Carrier Contracting Paperwork

 

 

Producer Password Reset

 

 

Editing Contracting Forms in SureLC

 

 

Add Solicitor/LOA in SureLC

 

 

Archive/Un-Archive Producers in SureLC

 

 

Adding an Administrative Worker to SureLC

How to create SureLC log on credentials for someone that works in your office

   

Processing Appointment Requests in SureLC

Processing an appointment request initiated by the producer

 

 

Completing a Request Review in SureLC

How to send producers a request to review carrier questions and forms in SureLC