I have a producer who's last name/DOB changed. I need to note that change in their SureLC profile, but the fields on their Profile Tab are locked. What do I do? 

First, you are correct. You do not have the ability to manually make changes to those fields on the producers Profile Tab. 

Ok, so what do I do to make the name/DOB change so the correct information shows on contracting paperwork? 

As long as the information has been updated with NIPR , you can follow the steps below to update the info in the producer profile: 

1. Login to SureLC.com

2. Go to the Producers page, locate the producer, and then open their profile. 

3. On the Profile tab scroll down untily you see the Personal Information section. Next, select Synchronized with NIPR. 

4. The following message will be shown. Select Syncnronize with NIPR.   

If new information was on file at NIPR it will download and the change(s) will be made to the producer profile. The system will tell you which piece(s) of information were updated. 

That's all fine, but what if I did Synchronize with NIPR and the changes did not upload? 

Then the changes have not been reported to NIPR yet. For example: If the producers name change was submitted to the state today, it could take between 3 and 5 business days for the state to report that information to NIPR. Once it's been reported to NIPR, you can Synchronize and the new information will come in. 

Great. BUT, what if the change has not been reported to NIPR yet but I have to get contracting done for this producer TODAY that includes the (name change/DOB change)? 

In this instance, you will have to have the producer fill out the contracting paperwork manually for you to send on to the carrier.