Producer Workflow -> Producer Profile Overview

Jim Friend -

This article provides an overview of the SureLC for Producers application.  After logging in to the application either directly or through Single Sign-On (SSO) from their agency, producers are first taken to the My Profile page.  The navigation menu on the left allows producers to access the various pages that make up their SureLC profile and perform other actions such as creating new carrier contracting requests.

 

Table of Contents

 

Navigation Menu

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The menu is comprised of two main sections: My Profile and Contracting, plus a Help & Support page.  My Profile and its related pages contain personal information about the producer, background information, banking info, licenses, and more.

The Contracting section at the bottom of the menu is where producers can submit new contracting requests, check the status of outstanding requests, and view any existing carrier contracts.  Please refer to the table below for more information about each page.

Please note: Producers should review the information shown on all pages to verify it is current and correct.  Failure to do so may result in delays or rejection of any contracting requests.

 

s4p_overview_-_myprofile.png The My Profile page is the starting point when producers login to SureLC. The producer's last name, SSN, NPN, and DOB are imported directly from the producer's PDB report at NIPR and are not editable.
s4p_overview_-_doingbusinessas.png The Doing Business As page is where the producer's DBA type is specified. This setting determines which forms are required for new carrier contracting requests and how producer commissions will be paid. Click Here for more information about the Doing Business As page.
s4p_overview_-_firm.png The Firm page is only shown when the producer is doing business as a Business Entity. It shows the information for the Firm that is specified on the Doing Business As page.
s4p_overview_-_bankinfo.png The producer's banking information is added on the Bank Info page. Bank routing and account numbers MUST be added for producers who are doing business as Individuals and Business Entities. Please note for License-Only Agents (aka 'Solicitors') this page will not be shown.
s4p_overview_-_licenses.png The Licenses page shows ALL of the producer's state licenses by status (Active or Inactive). Most of this information is imported from NIPR and updated on a regular basis. Producers may purchase or renew state licenses right from SureLC! Click Here for more info. 
s4p_overview_-_finra.png The FINRA page is where a producer indicates if they are a registered representative with FINRA or not.  If Yes then SureLC will attempt to automatically import their CRD#, Broker Dealer information, and other FINRA-related details such as State Registrations, Exams, Disclosures, etc.
s4p_overview_-_questions.png The Questions page contains some of the most common background questions that carriers ask. Producers must answer ALL background questions before they will be able to submit any new carrier contract requests. Background questions and answers are included with ALL new carrier contract requests. 
s4p_overview_-_history.png The History page is where producers can provide the last 7 years of employment and resident address history. Please note this information is optional.
s4p_overview_-_cetraining.png The CE & Training page is where producers provide proof of current Anti-Money Laundering, Annuity State, LTC State, and AHIP Medicare training certification to agencies & carriers. Click Here for more information on how to use this page. 
s4p_overview_-_eoinsurance.png The E&O Insurance page is where producers add their existing E&O policy information or purchase new E&O coverage.
s4p_overview_-_signature.png The Signature page is where producers MUST review and sign the signature authorization form before they can create any new carrier contracting requests. Use this page to access the form and/or to create a digital signature on-screen.
s4p_overview_-_profiledocuments.png The Profile Documents page contains ALL the documents uploaded to the producer's profile. For example, AML certificates, E&O declaration pages, voided checks, signature authorizations and more can be found here. Click Here for more details.
   
s4p_overview_-_contractingrequests.png The Contracting Requests page is where producers can create and submit new carrier contracting requests to their agency and/or check the status of outstanding requests. Click Here for more details.
s4p_overview_-_carriercontracts.png The Carrier Contracts page shows a producer's carrier contracts that were completed through SureLC. Click Here for more details.
s4p_overview_-_helpsupport.png Visit the Help & Support page to see contact information for your agency and to access support and training materials in SureLC's Help Center.

 

 

Profile and Contracting Notices

Certain information is required in order for a producer to create and submit a contracting request to their agency.  When this information is missing, SureLC displays yellow and/or red notices indicating what information is necessary.  These appear as dots on the menu, and as full text notices on each relevant page.

 

s4p_overview_-_yellowdotmenu.png s4p_overview_-_yellowtext.png

Yellow dots/notices indicate which pages contain information that is necessary to submit contracting requests to the agency/carrier but will not prevent the producer from creating a request. Some of this information can be provided during the submission process.

 

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Red dots/notices indicate which pages are missing information that is required BEFORE the producer will be able to create a new contracting request.

 

Note: When the notice includes a FIX button you can click on it to be taken to the page where the information can be added or corrected.

 

User Menu

Click the circle in the top right corner of the application to open the User Menu.  This menu contains:

  • Information about the logged-in user
  • A link to Sign out of SureLC
  • The link to Account Settings where you can change your UserID and Password (if not using SSO from your agency)
  • Your agency's contact information
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Overview Video

Watch this video for an overview of SureLC for Producers

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