Agency Training Preparation

Jim Friend -

SureLC Training 

On behalf of everyone at SuranceBay, we appreciate your business and look forward to working with your agency. At this point, our office should have contacted you to schedule your agency's training webinar which will be hosted via Zoom.  Follow these instructions so our training session is as productive as possible.

Training Setup
Rather than watching us do the training, it's more productive for us to walk you through using SureLC to get some hands-on experience with the software. Therefore, the primary person at your agency responsible for licensing & contracting should be designated as the presenter and will be sharing their screen during the training session. 


Agency Codes for Carriers

Part of the initial training in SureLC includes setting up default hierarchy and compensation schedules to eliminate redundant data on carrier transmittal pages. Select three of your high volume carriers and gather the following data: 

  • Your Agency's assigned carrier codes. These reflect the contract number the carrier assigned to your agency as the upline on your Producer's contract requests.
  • The typical street level you intend the carrier to pay out to your agents. Ensure the level is in the same language the carrier recognizes.

Example: Banner Life has levels indicated as AB80, or AB85, or ABNCA, etc.....


Sample Producers

During your training session, we will register a producer in SureLC. If possible, this producer should be your Agency's Signing Officer. Make sure your producer has an active state insurance license. Don't worry if you don't have access to this information yet, we can use a test producer instead. If possible, please have the following information & items available: 

  • Full name
  • Social Security number
  • Date of birth   
  • Email address
  • Resident state license number
  • Phone #, and Cell #
  • Residential & mailing address
  • Date of AML training completion, Provider Name, web portal user-id & password if available, AML certificate if available
  • Voided check (saved as a PDF)
  • E&O insurance certificate (saved as a PDF)
  • A signed Signature Authorization form (saved as a PDF)

You can use our prepared setup packet to gather this information Setup Packet.



We have several articles you can review  for reference. We encourage reviewing this information prior to the training. These training materials are available for quick reference by selecting HELP & SUPPORT on the bottom of the navigation menu followed by "Learn More Here: Tutorials". Alternatively, you can Click Here to review the articles. 


Training Format 

Training will take approximately 90 minutes but can go longer depending on the # of attendees and questions. Groups of 4 or more generally take about 2 hours. Training will be covered in 3 parts.   

Part 1: Agency Setup

We'll start by reviewing your agency's master settings and make adjustments where needed. This includes reviewing and updating your Agency Settings, Affiliations, Admins, Carriers, and E&O group policies.   

Part 2: Producer Registration & Profile Review

Next, we'll review the different ways to onboard your producers. During this part of the training we'll review the producer registration process and register a test producer. Once registration is completed, we'll put ourselves in the shoes of the producer and review the SureLC web interface they will be using to  manage their own profiles and to submt new carrier contracts. 

Part 3: Contracting

Finally, we'll review the different ways to create new carrier contracts from the agency point of view. This includes from the producer profile, and how to create multiple contracts in a batch using the Fast Lane feature. We'll also go through the carrier contracting workflow by reviewing and processing a couple of new carrier contract requests. We'll also review the producers page and work inbox page in detail.  

Q & A 

At this point we can discuss any questions you may have regarding SureLC or topics that were not covered during the training session. 


If you have any questions before the training session, please contact us at 877-264-6888 or send an email to 


The SuranceBay Support Team


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