How to Setup Group E&O Policies

Jim Friend -

The E&O page streamlines the data entry and E&O declaration pages for one or more groups of your producers. Designate a Master E&O policy that covers all producers under a specific Affiliation (or multiple affiliations). This feature typically applies to Master E&O policies for a Broker Dealer.  Designating one policy by affiliation will eliminate having to upload the declaration page under each Affiliated producer's profile. 

You'll be able to upload the policy once and update the information annually when the policy renews. Updated information will filter to all affiliated producer profiles eliminating redundant tasks.


How to Add a Master Group E&O Policy

How to Update a Master Group E&O Policy 





How to Add a Master Group E&O Policy

Step 1: Login to SureLC. 

Step 2:
Select E&O (umbrella icon) on the navigation menu. Once the E&O page loads, you'll see all of the group policies previously added to your SureLC account. 


Step 3:
Select the ADD E&O POLICY button on the top right. 


Step 4:
On the E&O Policy Page select the type of distribution model, and enter the required policy information into the fields that are highlighted in red. This includes the policy...  

Start Date, Expiration Date, Case Limit, Total Limit, Policy Number, and Carrier. 


Distribution Model 

  • Blanket Policy Type- A blanket policy is when the E&O Declaration Page, the policy number, limits, etc. covers all producers with the designated affiliation. Producers with an affiliation covered under this blanket policy do not need to upload a certificate of coverage or enter any data on their E&O tab in their SureLC profile because this blanket policy already covers everything the agent would enter. 
  • Certificate Policy Type- Certificate type policies are those where almost all the data for the E&O policy is the same for the group of producers (based on affiliations) covered under this policy. Producers are issued their own E&O Declaration page and have their own Certificate # but the policy # and amounts remain the same. By setting up this policy type producers, on their E&O Tab in their SureLC profile, enter only their Certificate # and upload their E&O declaration page; all other information is pre-filled for them. 


Step 5: Select the SET AFFILIATIONS button and then add ALL of the affiliations that the policy should apply in the left pane. Once all the desired affiliations have been added verify in the right pane and then  select the SET AFFILIATIONS button to save. 


Step 6: Drag and drop the policy title document or select the button to open file explorer on your computer and then select the policy .pdf. The uploaded document should be the title policy only and not the full policy. 





How to Update a Master Group E&O Policy 

When an E&O policy needs to be upated simply add the new polcy with the policy info. The old policy will expire and be removed automatically with the new policy taking effect on the start date. 




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