Bulk Importing Producers into your SureLC Account

Jim Friend -

If you're a new agency and would like assistance bulk-importing producers into your SureLC agency account using an Excel file, the SuranceBay support team can help.

To bulk import producers, your agency MUST provide an Excel file that includes the following information in the following format: 

** Please note: NPN # and Affiliation name are optional**

Once the file has been created, please email support@surancebay.com requesting to "bulk import" the producers from the Excel file into your SureLC account. Also, please let us know whether or not you want us to send the producer the activation email. Thank you. 

 

If you have any questions, please email the SuranceBay support team at support@surancebay.com or call 877-264-6888

 

Have more questions? Submit a request

Comments