Use this option to place multiple non-resident state license orders for a producer in a single order.  To place a multi-state license order, do the following: 

 

Step 1: Log in to SureLC as an agency admin and go to the Producers page. 

Step 2: Locate and open the producer profile. Select the LICENSES page.

Step 3: Select the +LICENSING button, then Multistate, to start the order process.   

Please Note: If you don't see the order options, you must first set yourself up as a SUBMITTER before you can process license orders on the producer's behalf. Select the +LICENCING button followed by Become Submitter to authorize yourself to submit license orders for the selected producer. 

Enter the required information to set yourself up as a submitter (as shown in the example below).  

When setting yourself up as a submitter, you can also decide which payment method to use when placing licensing orders. Select Submitter to use a credit card at the end of the order process, or Agency to have charges deducted from your agency's transaction bank. Select AUTHORIZE ME to finish.  

If you don't see the BECOME SUBMITTER button, go to Agency Settings -> License Notifications and enable the Agency Manages Licenses* option. 
 

Step 4: On the License State Selection page, select one or more states, then choose NEXT to continue.

Step 5: On the License Type Selection page, select the Lines of Authority for each state, then choose NEXT to continue.

Step 6: Review and update the information in the Personal Info step to ensure it's current, then choose NEXT to continue.

    
Please note: If the address information is outdated, you must exit the order process and update NIPR and the producer's SureLC profile with the current address. 
 

Step 7: Review and update the producer's employment history over the last 5 years, then choose NEXT to continue. 

Step 8: Answer the required background questions. If any questions have a 'Yes' answer, an explanation will be required. Choose NEXT to continue.

Step 9: Review and accept the attestations, and then choose NEXT to continue.  

Step 10: Review the order summary information. The summary shows the total fee for each state license and the order processing fee.  State fees are non-refundable under state rules, regardless of the outcome. After reviewing the order information, select the ACCEPT checkbox, then select NEXT to continue. 

Step 11: Review the payment settings and update the information if necessary. Select the SUBMIT ORDER button to complete the order.       

 

If you have any questions about how to use this feature, please email the SuranceBay support team at support@surancebay.com or call 877-264-6888.