The producer's up line is not showing in the Solicitor For dropdown.

Dennis Pavluk -

"Why is that when I add a Solicitor or Licensed Only Agent (LOA), when I click on the Solicitor For drop down on the producers DBA Tab, his/her up line is not showing?" 

Who is the principle of the up line? Once you know that, follow the steps below to remedy. 

          a. Go to that principle's profile and click on his/her DBA Tab.

          b. Look for a check box at the top of the screen labeled Has SolicitorsHas_Solicitor.png

           If not checked, Check the box

          c. Return to the LOA's profile and click on his/her DBA Tab and click on the Solicitor For dropdown. (assuming Licensed Only Agent is chosen)

          d. Select the proper principle

"If the principal or entity is not showing"

Make sure the Principal or Entity has completed their profile including checking the Has Solicitors check box on their DBA Tab. Also make sure there is a signed Signature Authorization form uploaded to his/her Scan Tab. Need more info on how to set up a Solicitor in SureLC? Click HERE.

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