Appointment Requests Producer View

Dennis Pavluk -

This article covers the steps involved when a producer processes appointment requests through SureLC. 

 

 

MY APPOINTMENTS


After logging into SureLC, click My Appt. Requests/Get Appointed

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REQUEST APPOINTMENT

On this screen, click Request Appointment

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CARRIER AND REQUEST TYPE

On this screen, choose the carrier to contract with and then choose the request type (usually Contract)

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After you make your selections, click Next

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STATES AND PRODUCTS SELECTIONS

On this screen, choose the states you want to be contracted in and then choose the products you want to write. Only states that the producer has an active insurance license display as available options. 

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After you make your selections, click Next

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MISCELLANEOUS QUESTIONS

This page contains carrier specific questions. Answer all required questions before continuing. 

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Forms Review and Application of Signature

All carriers require an additional step before submitting.  To perform that step click Next

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On this page, the carrier requires you to scroll through the contracting paperwork. Be sure and scroll to the bottom of the page, then press Confirm

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Finally, click the Apply My Signature button. 

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A successful appointment request generates the following message. 

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Have more questions? Submit a request

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