Affiliations Within SureLC

Anatole T. -

This forum covers the following topics related to Affiliations:

Additional Features:

 

 

WHAT ARE AFFILIATIONS? 

Affiliations are a way of designating how a producer does business with your agency.  They are simply labels that allow your agency to tie logic to. 

Affiliations can be used in a number of ways:

  • To assign or sort Producers by Territory.
  • To have quick reference to large Agency downlines.
  • To designate Producers writing under a Broker Dealer.
  • To designate ONE Master E&O policy that will cover a large group of Producers.
  • Assign Producers to a specific Administrators (Requires Sub-Agency Access)
  • To restrict the Carrier & Product selections for a group of Producers.

These are just a few examples of why the affiliation feature might benefit your agency.

 

HOW TO CREATE AFFILIATIONS:

If you've already started creating Affiliations in SureLC and have been free-form typing this field, you can now synchronize the existing affiliations.  This transfers your manually typed affiliation options into a drop-down menu selection eliminating the need to re-type these fields with each entry.

 1.    First SYNC  your existing Affiliation.

  • Only Administrators with "OFFICE MANAGER" access can complete this process.
  • Go to your Agency Setup page.
  • Select the Admins tab
  • Select "SYNC"

 Affiliation3.jpg

  •  Your CURRENT affiliations display on the right side of the SYNC pop-up window.
  • Select each affiliation to keep.  This can be done individually, or Ctrl and select multiple entries at one time.
  • Select ADD BRANCH to move the affiliations to the left side of the SYNC pop-up window.
  • Select DONE..

 Affiliation4.jpg

 

2. Create any NEW affiliations needed

  • Go to  the Agency Setup page.
  • Select the Admins tab
  • Type the name of the Affiliation.
  • Select ADD.

 Affiliation3_-_Add_NEW.jpg

 

 

HOW TO REMOVE AN AFFILIATION:

  • Select the affiliation to remove.
  • Select REMOVE.

 Affiliation3_-_REMOVE.jpg

 

 

RENAMING AN AFFILIATION:

First make sure the NEW affiliation name is setup in your affiliation list:

  • Go To Agency L&C Setup
  • Select the Admin Tab
  • Select the "ADD" button
  • Create the NEW Affiliation name and hit "SAVE"

 

Once the NEW name is setup, follow these steps to Change the OLD name to the NEW name:

  • Select the OLD affiliation to RENAME/CHANGE on the right side.
  • Select the NEW Affiliation on the left that you would like to change to.
  • Select OVERRIDE.
  • Select "DONE"

 Affiliation4_-_Change_Name.jpg

 

HOW DO I APPLY AN EXISTING AFFILIATION:

After creating Affiliation names, use this process to apply these to your Producers.

  • From the Home page, select Info & Appointments.
  • Search for your Producer
  • Select the Affiliation hyperlink on the Producer Profile card. 

Affiliation1.jpg

  • Select the Affiliation to assign.
  • Select ENTER.

Affiliation2.jpg

 

 

 

SET STRICT VALIDATION RULES:

Designate strict requirements, such as EFT, E&O, AML, etc…. for each affiliation.  This will ensure producers from the designated Affiliation cannot request a contract until they've satisfied the rule on their profile.

  • Go to your Agency L&C Setup page
  • Click on the "VALIDATION RULES" button.
  • Highlight the Affiliation you need to set restrictions for.
  • CHECK the rules you want to apply. 
  • Select "APPLY"
  • Select "OK"

 

 

DESIGNATE A BLANKET MASTER E&O POLICY:

Designate a Master E&O policy that covers all producers under a specific Affiliation. 

This feature typically applies to Master E&O policies for a Broker Dealer.  Designating one policy by affiliation will eliminate having to upload the declaration page under each Affiliated producer's profile.

You'll be able to upload the policy once and update the information once a year when the policy renews. Updated information will filter to all affiliated profiles eliminating redundant tasks.

CLICK HERE for step-by-step instructions on how to set this up

 

 

LIMIT CARRIER AVAILABILITY:

This feature provides a way of restricting carrier availability based on a producer's affiliation.

Suppose your agency markets 50 different carriers, but you work with a dowline agency that can only work with 10 carriers from your full list.

By creating an Affiliation you have the ability to manage this directly in SureLC so that those designated producers can only request appointments for the 10 carriers they're authorized to work with instead of the entire set of carriers your agency markets.

 

To restrict Carrier availability One-By-One:

  • Go to your Agency L&C Setup page
  • Click on the "Carriers" tab
  • Choose a Carrier from your list and click "Set Affiliation".
  • To restrict the carrier "UNCHECK" the box next to that Affiliation name. 
  • Select "OK"

 

To restrict Carrier availability all in one view:

  • Go to your Agency L&C Setup page
  • Click on the "Admins" tab
  • Choose an affiliation from the full list.
  • Select "SET CARRIERS" button
  • Place a checkmark next to each carrier the selected affiliation should have access to.
  • Select "OK"

 CLICK HERE to see step-by-step instructions

 

 

LIMIT PRODUCTS BY AFFILIATION:

This feature allows you to designate, on a per-affiliation and per-carrier basis, which PRODUCTS your producers can choose when completing a new appointment request.

  • Go to your Agency L&C Setup page
  • Click on the "Carriers" tab
  • Choose a Carrier from your list and click "SET PRODUCT LINES".
  • Highlight the Affiliation you need to restrict products for.
  • UNCHECK the products you want removed for this affiliation. 
  • Select "APPLY"
  • Select "OK"

 

 

CREATE DEDICATED URL LINKS (Add-Config Tab):

Creating a dedicated URL link for a large agency will allow producers to complete the registration process and automatically be linked to the correct affiliation in your system.  

Additionally you can configure whether your agency should be visible to this group.  The configurations allow you hide your agency's name from the registration process so that producers aren't confused by the agency they are contracting directly with.

Additional features that can be applied:

  • Set up designated CC and BCC contacts to be notified upon registration
  • Designate DBA settings automatically upon registration

CLICK HERE to view step-by-step instructions.

 

 

CREATE UNIQUE BUSINESS CONTACT INFO (Contact Per Affiliation):

Perhaps your agency needs to have a different Business Name or Contact Person designated in letter templates to the carriers and to a group of Producers.

This feature assists in keeping your primary agency hidden behind the scenes, replacing your Primary Agency name and contact information with custom settings for a particular affiliation.

Affiliation name is displayed in place of your Agency's name to the producer on software application screens, email correspondences, etc...

CLICK HERE to view step-by-step instructions.

 

 

RESTRICT PHONE/FAX/EMAIL & DBA Settings (DBA Templates):

Your agency has the ability to override any DBA settings, Phone/fax/email settings on a producer's profile per affiliation. It’s called DBA Templates and is pretty handy if you have a particular agency that sets up all their producers as LOA.

Or perhaps you work with an agency that needs to ensure ALL producers under them have the same phone/fax/email designated on all contracting forms?

This override feather ensures the settings cannot be changed.  You can make these designations without having to override the data entered by the producer when he or she sets up their profile.

CLICK HERE to see step-by-step instructions 

 

DESIGNATE HIERARCHY & COMMISSION SCHEDULES

Designating carrier schedule settings for an affiliation simply requires naming the schedule the exact same name as the Affiliation (Case Sensitive).

Although this doesn't restrict other schedules from producing, it will ensure the schedule landing page is the one that matches the affiliation name.  From there your admins will still be able to quickly navigate to another schedule setting stored, but this eliminates a few clicks in the event you need a specific schedule for a particular affiliation.

CLICK HERE to view instruction on how to setup schedule settings. 

HINT: Just be sure the label you give the schedule matches exactly to the Affiliation Name created.

 

For those agencies using the Sub-Agency & "Affiliate Processor" features, you'll be able to designate and restrict the schedule settings needed for a particular affiliation.  Only the designated schedule will be accessible, all others will be restricted from view.

For more information on what a Sub-Agency is CLICK HERE.

This "Affiliate Processor" designation is available for you to enable by request - just send an email to support@surancebay.com 

 

 

 

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