Click the link below for a short video demonstrating registering for a new SureLC profile. 

 

How to Register with Your Agency 

To register with an agency that uses the SureLC platform, please get in touch with the agency to obtain their registration instructions. The instructions will usually include their dedicated web link, which will be used to start the registration process. Whether this weblink is sent directly to you via email or is accessible on their website, follow their instructions to begin. In the following example, this is the login & registration page for a demo agency called "Awesome Group". Select the button at the bottom of the page to register for a new SureLC account. 

 

To continue, enter the required information in the fields provided. Additional details are provided below. 

Step 1: Enter your Social Security Number. 

Step 2: Enter your Last Name.  

Step 3: Enter your Date of Birth.  

After entering this information, the system will check with the National Insurance Producer Registry (NIPR) database to verify that you are a licensed producer. Once the information has been confirmed, a green confirmation message will appear. You can continue with the registration process by completing the remaining steps. 

Step 4: Enter the email address you'd like to use as your Login User ID.

Step 5: If the affiliation list is shown, select the affiliation name according to the directions provided by your agency. This may also be chosen automatically. If the affiliation option is not shown, skip this step. 

Step 6: Please review the authorization to obtain the PDB report from NIPR shown in the right pane. After reviewing, select CREATE ACCOUNT to provide your approval and to create your new SureLC account.  

 

Once your account is created, you'll see the following confirmation message:

Next, you'll receive a confirmation email at the address entered as your Login ID.  The email will be sent from setup@surancebay.com. Locate the email and select the Click Here link to activate your account and complete the registration process.

 

Create your Password

At this point, you'll be redirected to the password creation page, where you must create your login password. Enter your password and re-enter it in the fields provided, following the rules below, to make sure it's secure. 

Click Save Password to complete the registration process and to be logged into your new SureLC account for the first time.

 

The first time you log in, you must review and accept the SureLC SaaS Privacy Policy and Terms of Use.  Select the checkbox and click Accept Policy to continue past each screen. 

 

 

This completes the account registration process. For more information about how to set up your SureLC account, click here.