Firms & Institutions

Anatole T. -

Firms & Institutions is a separate entry within SureLC that allows you to manage information on Business Entities and Institutions your agency works with.  This article describes:

 

ADDING BUSINESS ENTITIES (FIRMS) AND INSTITUTIONS

There are 3 different ways you can add a new business entity to SureLC:

Within a Producer's Profile WITHOUT Pulling from NIPR:

On a producer's profile inside of SureLC, click DBA then select Business Entity from the options shown.

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Next enter the EIN and select Create without NIPR. Note that adding a business entity without pulling from NIPR does not charge your SureLC account the $3 NIPR Recovery Fee and that state license details for the Business Entity are not pulled from NIPR.

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Within a Producer's Profile WITH Pulling from NIPR:

Most agencies prefer to pull the Business Entity's PDB Report from NIPR when adding the producer's business entity to SureLC.  Pulling information from NIPR, eliminates manual data-entry and SureLC will also automatically pull license details and synchronize the business entity's license details on a weekly basis as provided by NIPR.

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Adding an Entity Without Associating the Entity with a Principal

Open SureLC. Click Firms & Institutions, then click Add and follow the steps.

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After you click Add the following screen displays.

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MODIFYING INFORMATION FOR BUSINESS ENTITIES (FIRMS) AND INSTITUTIONS

At times, it may be necessary for you to modify information about a business entity.  There are multiple ways to access the business entity's information in SureLC.

Accessing Entity Information - Option 1

Open the Principal's SureLC profile.  The Principal is the owner/officer of the business.  Click DBA in this producer's profile then, click Edit Business.  A separate window appears.

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Accessing Entity Information - Option 2

Open SureLC, click Firms & Institutions and search for the entity to change.

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Editing Information

Click the respective tabs and modify as needed:

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FREQUENTLY ASKED QUESTIONS

Q1. I'm in a producer's profile and I see the producer's Business Voided Check.  However, I'm not able to modify the producer's Business Account Voided Check.  How do I do this?

A1. It's best to go directly to the Business Entity's profile to make the change.  See the steps above, go to the Entity's EFT Tab and make the necessary adjustments.

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