Producer Account Removal Policy for SureLC

Ed Gambone -

In SureLC's Account & Settings module, producers have the option to Delete My Account.  The following article describes which steps are taken, depending on the producer's SureLC account(s), when the Delete My Account option is selected. 

  1. When the producer has an account with only one agency in SureLC and selects to remove their account; SuranceBay will remove the producer from that one agency, including removing their login credentials for that agency, and removing all of the producer's personally identifiable information.  Carrier request documents completed in SureLC, plus any supporting forms and electronic signature authorization, will remain in encrypted storage to be available for the agency and carrier who have a part in the request.

  2. When the producer has an account with only one agency in SureLC, has not completed any contracting in SureLC, and selects to remove their account; SuranceBay will remove the producer from that one agency, including removing their login credentials for that agency, and removing all of the producer's personally identifiable information.

  3. When the producer has an account with multiple agencies in SureLC, and selects to remove their account from one agency; SuranceBay will remove the producer from that one agency, including removing their login credentials for that agency.  Carrier request documents completed in SureLC, plus any supporting forms and electronic signature authorization, will remain in encrypted storage to be available for the agency and carrier who have a part in the request.

  4. When the producer has an account with multiple agencies in SureLC, and selects to remove all of their SureLC accounts; SuranceBay will remove their login credentials for each agency, and remove all of the producer's personally identifiable information.  Carrier request documents completed in SureLC, plus any supporting forms and electronic signature authorization, will remain in encrypted storage to be available for the agency and carrier who have a part in the request.
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