Once a producer successfully self-registers for a new SureLC profile with an agency using the agency's custom link, they will receive an account activation email. The producer will use this email to validate their email address and create a password for their profile.
A successful activation email is sent after a producer successfully self-registers from the account activation email. It includes the custom link for the agency for future reference. The link is helpful when the producer forgets to bookmark the login page.
Subject:Carrier Contract Approval Required - from <Agency_name>
When a new carrier contract "Request Review" is sent to a producer from their agency, they will receive an email. To access the contract request, they can select the "Start Your Review" button in the email and quickly authenticate by entering the last six digits of their SSN and DOB. This will start the contract review via email.
Password resets can be sent to producers using the actions button on the producer page (at the end of the row). Password reset emails are sent from setup@surancebay.com.
Subject: Urgent: Carrier Contract Approval Required - from <Agency_name>
When the Remind feature is used for pending contract requests still at the "At Producer" stage, a new request review email will be sent to the producer with an urgent subject. The email will be sent from contracts@surancebay.com. The Remind option is available from the Work Inbox (actions list at the end of the row) and the Contracting Requests page of the producer profile. But only for contracting requests still at the "At Producer" stage.
Subject: License Renewal Notice for <license states>
When license notifications are enabled, SureLC will email your producers to remind them to renew their state licenses before expiration. The default period is 1 month before expiration. The email will be sent from licensing@surancebay.com with the subject of "Licence Renewal Notice for (license states up for renewal)". These emails are controlled from Agency settings -> License Notifications: systemwide or producers can disable the email notifications from the licenses tab in their profile.
Subject: <Carrier_name> contracting paperwork submitted for <Producer_name>
When you select "Send to: Producer" on the last step of a carrier contract review, a confirmation email will be sent to the producer when the contracting paperwork has been sent to the carrier with a copy of the contracting request.
Subject: $439.00/yr or $32.92/mo 1M/3M E&O offer. You are receiving this message as <agency_name>'s producer recently enrolled in SureLC (tm)
New producers will receive an email with an E&O insurance offer through CalSurance. The program was set up with CalSurance to make it easy for new producers to obtain E&O insurance. When E&O is purchased through CalSurance, the E&O policy and certificate will automatically be added to the producer profile.
Subject:Your E&O coverage expires in * days. You are receiving this message as (agency_name)'s producer enrolled in SureLC
When your producer's E&O insurance is about to expire, they will receive an email reminding them to renew before expiration. The email will be sent 30 days before, 15 days before, and on the expiration day if it is not updated in SureLC.
Bank Information Updated
Sent To: Producer Contact Email
From: setup@surancebay.com
Subject:Your Personal Bank Information Was Updated
When a producer's bank information is updated, a confirmation email will be sent to the producer to confirm that they made the change. If not, they can contact SuranceBay support for assistance.
Phone Number Changed
Sent To: Producer Contact Email
From: setup@surancebay.com
Subject: Your Phone Number Was Updated
When the producer's phone number changes, a confirmation email will be sent to the producer's user ID email to confirm that they made the change. If not, they can contact SuranceBay support for assistance.
Email Address Changed
Sent To: Old Producer Contact Email
From: setup@surancebay.com
Subject:Your SureLC Profile Email Was Changed
When a producer's contact email changes, a notification email will be sent to the producer. If they did not make the change they should contact SuranceBay support for assistance.
Subject:Unrecognized email address registered with new SureLC login
When a new SureLC profile is registered with the same SSN, last name, and DOB but with a different email address, a notification email will be sent to the producer. If the producer registered the new profile and email, no additional action needs to be taken. If not, they should contact SuranceBay support for assistance.
When a new producer successfully self-registers using your agency's custom link or an affiliation custom link, your agency's contact email will receive a notification email. However, this will only happen when "Receive Email Notification for New Producers" is enabled under Agency Settings -> General Info.
New Carrier Contracting Request Submission by Producer
When a producer submits a new carrier contract request, an email letting the agency know there is a new contracting request that requires attention will be sent to your agency's contact email from contracts@surancebay.com. The subject will be "New Contracting Request via SureLC".
Subject:<Producer_name> confirmed their <Carrier_name> contract request
When a producer completes a new carrier contract request from a request review email, the agency will receive a notification email. The email will be sent to the agency's contact email setup under Agency Settings -> General Info.
New Admin Activation
From: setup@surancebay.com
Subject:SureLC Account Activation
When a new admin is added to SureLC for the agency, the new admin will receive an activation email. The email is used to verify the new admin's email address and create an admin password.
Agency managers can send password reset emails from the Admins page using the actions button at the end of the row. Password reset emails are sent from setup@surancebay.com.
New Admin Subscription
From: info@surancebay.com
Subject:<Admin_firstname> Confirm your subscription
When a new admin is added to SureLC, the option to subscribe the admin to SuranceBay's email announcements is selected by default. The admin will receive an email where they can confirm their subscription to receive SuranceBay's email announcements.
Processed Contract Send to: Carrier, Agency, Administrator
From: contracts@surancebay.com
Subject:Contract Request from <Agency_name> for <Producer_name>
This email will be sent when a contract request is processed and "Send to: Agency or Administrator" is selected on the last step of a carrier contract review (the documents step). The contracting request will be sent to the agency's contact email when the Agency is selected and/or the logged-in administrator's email when selected. The carrier contract request merged.pdf is included in the email.
License Order Notification from Submitter Info
From: SB Licensing <licensing@surancebay.com>
Subject: License Application Information for <Producer name>
This email is sent when additional information is required after placing a license order for a producer. It is sent to the email of the submitter (agency admin) who processed the order.
AFFILIATE AGENCY EMAILS
DESCRIPTION/TRIGGER
New Affiliate Agency Admin
From: setup@surancebay.com
Subject:SureLC Account Activation
When a new affiliate admin has been added, they will receive an activation email. The admin will use the email to validate their email address and create their admin password. Affiliate admins will log in using surelc.com.
Affiliate Agency Admin New Producer Registration
From: setup@surancebay.com
Subject:New Agent Added - <producer_name>
When an affiliation is set up to receive email notifications, the emails added will receive an email whenever a new producer successfully self-registers for a SureLC profile, but only when using the custom link for their designated affiliation.
Affiliate Processor New Contract Request Submission
From: contracts@surancebay.com
Subject:New Contracting Request via SureLC
When an affiliate agency is set up with an affiliate processor, they can be set up to receive new contracting request submission notification emails when a producer submits a new carrier contracting request when the producer is assigned to their designated affiliation. Please note this feature is only available to Affiliate processors. The agency contact email will also be notified about these requests.
Password Reset
From: setup@surancebay.com
Subject:SureLC confirmation code
Agency managers can send password reset emails from the Admins page using the actions button at the end of the row. Password reset emails are sent from setup@surancebay.com.
For more information, please contact the SuranceBay technical support team by emailing support@surancebay.com or by dialing 877-264-6888.
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