Producer Workflow -> New Producer Registration

Jim Friend -

How to Register with your Agency 

To register with an agency that uses the SureLC platform the agency will send instructions with their weblink to start the registration process. Whether this weblink is sent directly to you via email or is accessible on their website, select the link to be redirected to their registration page. In the following example, this is the registration page for the Awesome Group with the contact information shown on the top right. Enter the required information in the fields provided to register with your agency. Additional details are provided below. 

 

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Step 1:
Enter your SSN 

Step 2: Enter your Last Name 

Step 3: Enter your Date of Birth 

After entering your DOB the system will check the NIPR database to make sure you are a licensed producer. Once your account has been located, the following confirmation message will be shown. This means you can continue with the registration process by completing the remaining steps. 

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

Step 5: If the affiliation list is shown select the name of the affiliation as per directions provided by your agency. If the affiliation option is not shown skip this step. 

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

 

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

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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 Click Here link to activate your account and complete the account registration process.

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Create your Password

At this point you'll be redirected to the following 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. 

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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 will need to review and accept the SureLC SaaS Privacy Policy and Terms of Use.  Select the checkbox and click Accept Policy to continue past each screen. 

 

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

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