Primary Carrier

Chris Toth -

Does your agency have a particular carrier contract that must be completed BEFORE any other insurance carrier contracts are requested?

The "Primary Carrier" feature restricts the full carrier list for a Producer until they've satisfied and completed a review of the designated "Primary Carrier".

PLEASE NOTE: This feature is only enabled by request.  Please submit your request to support@surancebay.com.

 

How to set this feature up:

  • Go to your Agency L&C Setup page.
  • Select the Carrier Tab.
  • Click on the carrier you would like designated as the "Primary Carrier".
  • Select the "Is Primary Carrier" check box. 

Primary_Carrier.png

  •  A star icon  7-18-2018_11-08-27_AM.png  will be designated next to the selected "Primary Carrier" in your full carrier list.

 

Once the "Primary Carrier" is designated, producers that haven't already satisfied and completed the "Primary Carrier" contract request, will be prompted with a message upon requesting a new contract that states the following:

Alert_after_selecting_REQUEST.png

When the Producer selects "OK", they'll be redirected to step 1 of the contract process, where the "Primary Carrier" will be pre-selected, restricting any other carriers from being selected.  

Once the Producer completes the Review process for the designated "Primary Carrier", the full list of carriers will open up.  They'll now be able to complete any other carrier requests needed.

 

How to REMOVE this feature:

  • Go to your Agency L&C Setup page.
  • Select the Carrier Tab.
  • Click on the carrier you would like removed as the "Primary Carrier".
  • Uncheck the "Is Primary Carrier" check box. 

 

 

 

Have more questions? Submit a request

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