Before you can set up a producer as a license-only agent soliciting for another individual or business, you must first make sure that the individual and/or business is registered under your SureLC account. 

 

Article Contents

• Setting up a Producer as a License-Only Agent: Soliciting for an Individual
• Setting up a Producer as a License-Only Agent: Soliciting for a Business

 

Setting up a Producer as a License-Only Agent Soliciting for an Individual: 

Step 1: Ensure the individual the producer will be soliciting for is registered under your SureLC account. 

Step 2: Open the individual's profile and go to their DBA tab. 

Step 3: On the DBA tab under the additional options section, select the "Has Solicitors" checkbox. This setting MUST be enabled to allow this setup. 

Step 4: Open the producer profiles for the license-only agent(s) that will be soliciting for the individual and go to their DBA tab.  

Step 5. On the DBA tab, select "License Only Agent" as the DBA type. Then, select the individual for whom they will be soliciting from the list. 

 

 

Setting up a Producer as a License-Only Agent Soliciting for a Business:   

Please note: You MUST register someone from the business, such as the principal, BEFORE you can set up license-only agents soliciting for the business. This is important because the business information MUST be added to your SureLC account, which will be required when contracting the producers who are soliciting the business. 

Step 1: Ensure someone from the business is registered under your SureLC account, such as the principal.  

Step 2: Open the principal's profile and go to their DBA tab. 

Step 3: On the DBA tab under the additional options section, select the "Has Solicitors" checkbox. This setting MUST be enabled to allow license-only agents to be linked to the business. 

Step 4: Open the producer profiles for the license-only agent soliciting for the business and go to their DBA tab.  

Step 5. On their DBA tab, select "License Only Agent" as the DBA type. Then, select the business for whom they will be soliciting from the list. 

 

Tip: If you have a group of producers who will ALL be soliciting for the same individual or business, you can create an affiliation and use the DBA template tab under the affiliation settings to set the DBA type for ALL of the producers assigned to the affiliation. This will save time for your producers and your agency admins.

If you would like more information about affiliations, click here. 

 

For more information, please email the SuranceBay support team at support@surancebay.com or call 877-264-6888.