Carrier Alias - Change Carrier Naming Convention

Chris Toth -

Does your agency market any Insurance Carriers under a different name than what is displayed in SureLC?  If this is the case, you can change the name to an ALIAS.

The "Carrier Alias" feature allows you to change the carrier name label in your SureLC account so your producers see the name they recognize from your agency's marketing efforts.

 

To Add a Carrier Alias:

  • Go to your Agency L&C Setup page.
  • Select the Carrier Tab.
  • Click on the carrier you would like to change the naming convention.
  • Select the "Set Carrier Alias" button.

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  •  Enter the preferred carrier name in the "Carrier Alias" field.

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  • Select the SAVE button.

 

Once the Alias name is in place, Producers will see the Alias name in the carrier list, as well as in any emailed Request/Reviews.

PLEASE NOTE:  The Alias name assigned will NOT show up in the your admin view within the Agency L&C Setup>Carrier Tab>carrier list, in the Work Inbox, or within any Reports.  These will still reflect the carrier name as registered with the NAIC.

 

To REMOVE an Alias name:

  • Go to your Agency L&C Setup page.
  • Select the Carrier Tab.
  • Click on the carrier you would like to change the naming convention.
  • Select the "EDIT" button next to the Alias Name.
  • Remove the Alias name entirely.
  • Select the "SAVE" button.

 

Carrier names will be restored.

 

 

 

 

 

 

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